NEWPORT, R.I., June 30, 2010 — Gordon "Grant" Curtis, Seasoned Portfolio Manager & Executive Director for CI Investments of Ticino, Switzerland, will be panelist moderator for the Opal Group flagship conference in Newport, Rhode Island. Mr. Curtis will be placing particular emphasis on Socially Responsible Investing and how it can be profitably integrated into investment portfolio strategies.
Unlike other investment conferences, "Race for Returns" combines two separate strategy forums: one for Family Office Organizations and one for Public Employee Retirement Systems (PERS). Trustees and Consultants representing PERS, and Officers representing ultra-high net worth wealth entities known as Family Offices will converge upon Newport, Rhode Island, July 21-23 for the annual event.
Different than traditional investors, CI Investments, under the leadership of Gordon "Grant" Curtis, focuses on the integration of socially responsible components into most of the opportunities that they become involved with. The investment allocation for the Family Office of up to one (1) Billion Euros has had considerable performance for the last several years – including through the challenges of 2008-2009.
"Investing is not an exact science or everyone would be rich. We have been very fortunate to have had a good number of consistent years with high returns in conjunction with deal sourcing to include SRIs. Going forward, CI would not consider doing a private equity transaction that did not integrate some sort of ecologically responsible strategy," stated Mr. Curtis.
The particular panel discussions to be led by Mr. Curtis will bring a new dimension to the conference that had not been taken into consideration in previous times. In the wake of the Gulf oil spills and much more, discussions will be held with experts and audience as to where do we go from here and how to do so safely, economically and responsibly.
Contact:
Jay Tipton
Email
203.654.7725
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