DC Metro In-Person Event |Putting the "E" in ESG - Lessons for Private Companies
Offit Kurman’s Bethesda Offices 7501 Wisconsin Ave., Suite 1000W Bethesda, MD 20814
Tuesday, May 10, 2022, 5:00 PM - 7:00 PM EDT
Category: DC Metro
02:00 PM - 04:00 PM (Pacific) 03:00 PM - 05:00 PM (Mountain) 04:00 PM - 06:00 PM (Central) 05:00 PM - 07:00 PM (Eastern)
Registration
Please note that this is an in-person only event. Registration is required.
$25 Member Registration $40 Non-Member Registration
Overview
Thank you to our National Sponsors!
Speaker
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Angela C Montez Special Counsel Eversheds Sutherland's Investment Services Practice Group
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Angela Montez is a special counsel working with Eversheds Sutherland's Investment Services Practice Group where she focuses her practice on retirement and investment policy and products, including ERISA and related federal tax and securities law issues and collective investment trust matters.
With more than 25 years of experience in the financial services industry, Angela has been a trusted advisor to boards of directors and the C-suite on critical legal, governance, legislative and regulatory matters.
Prior to working with Eversheds Sutherland, Angela served as General Counsel & Chief Legal Officer at MissionSquare Retirement (formerly ICMA-RC), where she led and supervised all aspects of the legal function and corporate governance and served as a member of the company's senior leadership team.
Prior to this, she held several different legal roles within the company, from Privacy Officer to Chief Legal Officer of the company’s mutual fund complex, and was an officer and advisor to the company’s broker-dealer, investment adviser, transfer agent and trust company subsidiaries.
Prior to these in-house positions, Angela worked as an associate at a prominent employee benefits law firm where she focused on Title I of ERISA, counselling clients regarding fiduciary responsibility, investment and health care matters.
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