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PIMCO

Event LocationTESLA showroom of Washington DC

3 BUILD. PRESERVE. INSPIRE.

Olivia Albrecht, Senior Vice President, PIMCO

Justin Conway, Vice President, Calvert Impact Capital

Michael Levitsky, Vice President, Seventy2 Capital

Darryl Northrop, Regional Manager, Alliance Bernstein

Moderator:Paul Carlson, Co-Founder and PartnerSeventy2 Capital

Sustainable, Responsible, and Impact Investing (SRI) has three main approaches:

Screening on Environmental, Social, and Governance (ESG) Factors

Shareholder Advocacy

Impact Investing

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Common ESG Criteria

SRI assets have grown to $12 Trillion26% of dollars invested in the U.S.

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Annual Impact Investor Survey:

https://thegiin.org/research/publication/annualsurvey2018

US Sustainable Investment Forum (SIF) Trends Report 2018:

https://www.ussif.org/trends

Industry Insights:

https://www.calvertimpactcapital.org/insights

Impact Investing Viewpoints:https://www.pimco.com/en-us/insights/viewpoints/impact-investing-

imagining-the-next-evolution-in-economies-and-finance

PIMCO

Calvert Impact Capital

US SIF

GIINPlease note: We are not responsible for the information contained on the listed web sites. The sites are provided to you for information purposes only. Please note: By clicking on any third-party links, you will leave the Seventy2 Capital website and enter a privately owned website created, operated and maintained by a third party, which may not be affiliated with Seventy2 Capital, Wells Fargo Advisors Financial Network or its affiliates. The information and opinions found on the website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this website, neither Seventy2 Capital nor Wells Fargo Advisors Financial Networks is endorsing any of the third-party’s products and services, and their privacy and security policies may differ from Seventy2 Capital and/or Wells Fargo Advisors Financial Networks. We recommend that you review the third-party’s policies, terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.

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Sustainable investing focuses on companies that demonstrate adherence to environmental, social and corporate

governance principles, among other values. There is no assurance that social impact investing can be an effective strategy

under all market conditions. Different investment styles tend to shift in and out of favor. In addition, the investment’s social

policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the

economy which could cause it to perform differently than similar portfolios that do not have a social policy.

The investments and services listed may not be suitable for all investors. Seventy2 Capital Wealth Management, LLC in

conjunction with Wells Fargo Advisors recommends that investors independently evaluate particular investments, and

encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend

upon an investor's individual circumstances and objectives.

Seventy2 Capital Wealth Management, LLC in conjunction with Wells Fargo Advisors does not provide tax or legal

advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters

involving trust and estate planning and other legal matters.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are

underwritten by unaffiliated insurance companies.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo

Advisors is a trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered

broker-dealers and non-bank affiliates of Wells Fargo & Company.

BUILD. PRESERVE. INSPIRE.