In this educational webcast, investors and financial professionals will gain critical insight into the factors behind the recent decline in Hims & Hers Health, Inc.’s stock price and the potential legal consequences for shareholders. Richard L. Stone, a member of the New York Bar and President & Co-Founder of PBIRG will explain what led to the stock’s fall, how federal securities laws protect investors, and what steps affected shareholders can take to evaluate their options. While this session does not offer legal advice, it will provide the foundational knowledge needed to assess whether you or your clients may have a claim related to potential misrepresentations by Hims and what you can do about such claim.

Join us for an engaging fireside conversation with Rick Stone, a prominent figure from the Palm Beach Investment Research Group. This exclusive group, formed by a network of family offices and dedicated investors, focuses on exploring the dynamic landscape of family office investments. Rick will share valuable insights from his own family office and discuss the collaborative investment approaches within this elite circle. The discussion will delve into a spectrum of topics, from macroeconomic elements like interest rates and foreign exchange dynamics to diverse investment domains such as listed stocks and bonds, direct and private lending, hedge funds, private equity ventures, and the evolving realm of cryptocurrencies. This session promises to be a deep dive into the trends and strategies shaping today's investment world.

ESG (Environmental, Social, and Governance) investing is becoming increasingly popular, as more investors recognize the potential financial benefits of considering a company's environmental and social impact in addition to its financial performance. However, there are also a number of issues that have arisen with ESG investing.

Our event will discuss a few of the many issues that have arisen with ESG investing. However, it's important to note that as the ESG investing field matures and more data and guidelines become available, these issues may be addressed. However, we think that the playbook that is being written can not be is incomplete and needs to take in points of view from a diverse section of stakeholders, not just financial professionals.

The Securities and Exchange Commission (SEC) is the primary federal regulator of securities markets in the United States. The SEC has not established specific regulations or guidelines for ESG investing, but it has issued guidance to companies and investment advisers regarding their disclosure of ESG-related information.

In February 2020, the SEC issued interpretive guidance that addresses the application of existing SEC rules and regulations to climate change-related disclosures by companies, in particular, “in the context of their business and their financial condition, including how their businesses and financial condition may be impacted by climate change risks and how companies are managing those risks.”

The SEC also clarified that ESG disclosures and performance should not be misleading or inconsistent with other financial disclosures to the SEC, and that companies should be consistent in the way they report their ESG data and performance.

As for investment advisors, SEC has provided guidance stating that Advisers to investment companies, should consider how Environmental, Social, and Governance (ESG) factors may be relevant to the fund’s investment goals and strategies, and how they would integrate such considerations into their investment process.

In summary, while the SEC has not established specific regulations for ESG investing, it has issued guidance that companies and investment advisers should be transparent and consistent in their disclosure of ESG-related information and not making misleading claims.

Resources listed below provided courtesy of Duel Glass, Principal

1. Blanket bans on fossil-fuel funds will entrench poverty An article in Nature.

2. Household air pollution World Health Organization article

3. Clean Coal Is Crucial for American Jobs, Energy Security, and National Supply Chains | Department of Energy US Department of energy

4. Saudi Aramco: Biased ESG Policies Will Undermine Energy Security | OilPrice.com

5. Why The White House Is Wrong About Oil Major Share Buybacks | OilPrice.com

6. Bettering Human Lives - Liberty Energy ESG Report - libertyenergy.com

7. Liberty CEO, Chris Wright, Responds to WSJ Article - libertyenergy.com

8. Chris Wright - Energy & Health Presentation.

9. The Dual Challenge: Energy and Environment | Scott Tinker | TEDxUTAustin

10. The Switch Documentary - YouTube

11. Switch Energy Alliance

12. Presentation by Dr. Scott Tinker - An Honest Conversation about Energy, Economy and Environment - Senator Yaw

13. Energy Talking Points

14. Archive - Energy Talking Points by Alex Epstein

15. Resources from Alex Epstein | Center for Industrial Progress

16. The Moral Case for Fossil Fuels | Alex Epstein | Talks at Google - YouTube

17. MCFF Handout 20160708 Summary of The Moral Case For Fossil Fuels

Fireside chat with Rick Stone of Palm Beach Investment Research Group, a membership based not-for-profit corporation consisting of a large group of family offices and other active investors. The discussion will cover a range of trends emerging from single family office investment appetite. Rick will provide insights into his family office and the club of families that invest in various alternative investment strategies. The conversation will cover macro economic trends like rates and foreign exchange, listed equities and debt, direct lending, private debt, hedge funds, private equity, cryptocurrencies and more.

Fireside chat with Rick Stone of Palm Beach Investment Research Group, a membership based not-for-profit corporation consisting of a large group of family offices and other active investors. The discussion will cover a range of trends emerging from single family office investment appetite. Rick will provide insights into his family office and the club of families that invest in various alternative investment strategies. The conversation will cover macro economic trends like rates and foreign exchange, listed equities and debt, direct lending, private debt, hedge funds, private equity, cryptocurrencies and more.

As we continue to find ourselves in one of the most challenging years in modern times, it is critical for all of us to understand how the disposition and sale of impaired and charged off loans are being addressed in this complex and dynamic time. Our panel of experts have insights to share from many years on both the buy and sell sides of this critical piece of our economy. Join us to learn what to expect and where they see the current and future opportunities.