To discuss the importance of good health and wellbeing for being successful, we caught up with David Kegley, the Owner and Principal of Coaching & Conflict Transformation. Before founding his company, David used to be a Pastor and Head of Staff in the Presbyterian Church, USA and grew tremendously during his 25-year career as a pastor. Aside from what people may normally associate with parish work, he developed additional administrative, staff leadership and conflict transformation skills and continued to advance, demanding more of himself.
We spoke with Catherine Chen, Managing Director and Financial Adviser in the SRI Wealth Management Group at RBC Wealth Management. Based in San Francisco, Catherine and her team have a US-wide practice consulting on approximately $3 billion in assets*. They have been pioneers in the responsible investing space and have a deep history advising foundations, non-profits, and HNW families.
We speak with Matthew Ayres, Director of Client Services at Ethical Screening - one of the original providers of research for responsible investment which was established back in 1998. Since then the company has grown steadily and expanded their research to offer ESG, providing both qualitative information and ratings and positive analysis based on UN Sustainable Development Goals (SDGs). With the growing interest in responsible investment, Matt tells us about the work they do at Ethical Screening and the danger of ‘greenwashing’.
Lisa Leit, PhD, MCC is an expert in the field of developmental psychology, and a Master Certified Coach. Recognised as one of the 2021 Top Visionaries in Healthcare by the IFAH, and featured on Yahoo Finance as the 2021 #1 Female Coach in the US, she has worked with individuals, couples, families, and leadership teams of organisations to overcome obstacles and live happy, whole lives for 16 years. As a coach, Lisa uses both her conventional training and holistic integrative techniques, such as hypnotherapy, to help individuals, couples, and teams energise their evolution. As a mediator specialising in organisational and family dispute resolution, she offers guidance as people negotiate agreements and reconcile conflicts of interest outside of a courtroom. In high-impact executive coaching and management consulting, her unique HWH holistic wellness assessment program identifies and addresses underlying risk factors to health and fosters meaningful, measurable, and lasting results for individuals and teams in 45 days. By facilitating effective communication and providing results-based coaching and management consulting, the program identifies and addresses hidden roadblocks to productivity and profit and unleashes the power of true collaboration.
Over the past year, Arbuthnot Latham have observed a greater convergence between hobbies and investing. World Wealth reported that even through this pandemic, investors have continued to drive values for key collectible assets.
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