ESG Investing and the Duty of Loyalty: Oil and Water, or Chocolate and Peanut Butter? | American Bankers Association Wealth Management and Trust Conference

This event took place February 15-16, 2022.

Womble Bond Dickinson’s Laurel Blair spoke at the Wealth Management and Trust Conference presented by the American Bankers Association. ESG investing is on the rise and trust beneficiaries are increasingly demanding this style of investing. But without authorizing language in the trust document, trustees of personal trusts are struggling to reconcile ESG investing with their duty of loyalty. Blair and fellow panelists took a deep dive exploring the interplay between the duty of loyalty and ESG investing.

Speakers:

• Laurel Blair, Partner, Womble Bond Dickinson
• Robert Sitkoff, Austin Wakeman Scott Professor of Law, John L. Gray Proffessor of Law, Harvard Law School
• Moderator and Panelist: Amy E. Szostak, Senior Vice President, Director of Family Education and Governance, Northern Trust

*This event was not hosted by Womble Bond Dickinson (US) LLP. We encourage all of our attorneys to be actively involved in outside organizations as both leaders and presenters. Our attorney served as a presenter at this event. Any registration fee for this event was set by the outside organization and not by Womble Bond Dickinson (US) LLP.