Lincoln Pain

CFP/AIF, Effective Assets

SRI: Myths and Realities


Mr. Pain will talk about the definitions of socially responsible investing (SRI), the myths about SRI (performance/effectiveness) and whether or not SRI is an asset class, a strategy or both.  He will discuss the elements of SRI that are certainly separate asset classes.  He will discuss the conjunction between fiduciary responsibility, prudent investing and SRI.


Lincoln Pain, CFP/AIF, has been a financial professional specializing in socially responsible investing for twenty-three years.  He is the President of Effective Assets, a financial planning firm in Berkeley, California.  He is currently the Chair of the Northern California chapter of the national trade association for socially responsible investing professionals, the Bay Area Social Investment Forum (BASIF), and has served on the Social Investment Forum Board of Directors.  Mr. Pain is the co-founder (along with Conrad MacKerron, also in this program) of the Shareholder Action Network.  He is the advisor to the fiduciaries of a variety of national charities, progressive businesses, foundations and labor unions.  Before becoming a financial planner he was the West Coast Correspondent for the Nightly Business Report.  Mr. Pain is holder of the title of having served the longest period as a volunteer in a single Amnesty International USA committee. 


Mr. Pain is a registered representative of Cambridge Investment Research (CIR), a member of SIPC/FINRA, and offers investment advisory services through First Affirmative Financial Network  (FAFN), a Federally Registered Investment Advisor, not a subsidiary or affiliate of CIR.

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