WASHINGTON, D.C. ESTATE PLANNING COUNCIL

Thank you to our meeting sponsor

Program Description and Benefits:
Join our experts as they address two timely topics that likely are on the minds of many of your clients. First, Meghan Shue will provide a window into the expected inflation trajectory as well as other unfolding economic trends. Then, Steve Norcini will address the age-old question of whether it is possible to both do well and do good. Spoiler alert: The answer is yes. He’ll delve into some of the key issues surrounding environmental, social and governance (ESG) and sustainable investing—such as how their criteria may be reflected in portfolios and why it’s especially important to distinguish between active vs. passive management in this arena.

Speaker Biographies:
Steve Norcini is Wilmington Trust’s Administrative Vice President, Head of Sustainable Investing and Senior Equity Portfolio Manager. Steve leads the efforts to provide clients with best-in-class ESG offerings that seek to deliver superior risk-adjusted returns relative to traditional investment strategies, while aligning with clients’ goals and values in support of fostering positive societal change. He serves as an analyst and senior portfolio manager for the ESG Equity and Disciplined Core strategies of Wilmington Trust Investment Advisors, Inc., the investment advisory arm of Wilmington Trust and M&T Bank. Steve has more than a decade of in-depth fundamental equity investing and portfolio management experience. Prior to joining Wilmington Trust, he managed a long short equity portfolio for a multibillion dollar hedge fund that invests in multiple asset classes and strategies around the world. Steve was also responsible for the development of various fundamentally based quantitative investment and hedging strategies for the fund. He holds a master’s degree from Columbia Business School and a bachelor’s degree in accounting from Fairfield University. Steve is also a member of the investment committee for the Chester County Community Foundation.

Meghan Shue is a Group Vice President Head, Investment Strategy & Portfolio Construction at Wilmington Trust. Meghan is responsible for helping manage the end-to-end asset allocation process, developing market research, and communicating the investment team’s market outlook and positioning to clients and prospective clients. She is a member of the Investment Committee, which is responsible for deriving the firm’s strategic and tactical asset allocation positioning. Meghan also oversees the firm’s portfolio construction process—including implementation of asset class views through a variety of proprietary, non-proprietary, passive, active, and factor-based solutions—and chairs the Portfolio Management Committee. Prior to joining Wilmington Trust, Meghan was an investment strategist at Bessemer Trust, where she helped manage the asset allocation decision and implementation process, performed asset allocation and market research, and published pertinent thought leadership. She holds an MBA with a concentration in finance from the University of Miami, where she was valedictorian of her graduating class. She also holds a bachelor’s degree in engineering, with a concentration in operations research and financial engineering, from Princeton University.

Logistics:

• Fees: No cost for active members; $25 for guests and emeritus members
• Connection and zoom registration details will be emailed just prior to the event.
• ​Participant video and audio will be muted during the presentation.