Lloyd Kurtz

Senior Portfolio Manager, Nelson Capital Management, Owned by Wells Fargo Bank

Social Investing, Then and Now

Social investing has grown and evolved dramatically over the past five years. Lloyd Kurtz, a longtime researcher and practitioner will bring us up to date on the globalization and increased role of sustainability in this rapidly growing investment field.

Lloyd Kurtz is a senior portfolio manager at Nelson Capital Management and lead PM for socially responsible investing (SRI). Before joining Nelson Capital in 2004, Mr. Kurtz was a Senior Vice President at Harris Bretall Sullivan & Smith in San Francisco where he served as Director of Quantitative Research and provided research coverage for the healthcare, basic industry and energy sectors. Before joining Harris Bretall in 1995, he spent four years as Senior Research Analyst at KLD, a Boston research firm specializing in social investment research. At KLD, he did much of the initial quantitative work in the development of the Domini Social Index.

Mr. Kurtz is a Research Fellow at the U.C. Berkeley Haas Business School's Center for Corporate Responsibility, and serves as Program Administrator for the Moskowitz Prize. He has published numerous articles on SRI in academic journals, and authored a chapter on SRI for the 2008 Oxford Handbook of Corporate Social Responsibility.

He holds a B.A. from Vassar College, an M.B.A. from Babson College, and is a Chartered Financial analyst. In 1999, he received the SRI Service Award for his contributions to social investing.