ESG investing is an approach to asset selection that includes environmental, social, and governance criteria in the screening and selection process. At GYL, we have overseen ESG investments for many years, and we are excited to announce a new ESG solution that will further help clients align their investments with the things that matter most to them.

On Thursday, March 25th at 12 PM ET, GYL is holding a webinar to discuss the topic of responsible investing and will be joined by two veterans of the responsible investing sphere: Megan Fielding, CIMA®, Senior Director of Responsible Investing at Nuveen, and Joshua Kazdin, CFA®, Director and Head of Climate Research at BlackRock. In this must-see discussion, we will discuss:

    • What is ESG investing and why does it matter? 
    • Current trends and opportunities within the ESG market
    • If ESG factors are utilized, are concessionary returns inevitable?
    • Strategies for aligning your investments with the things that matter most to you and your family

Register for this webinar:



Meet the Presenters


Megan Fielding, CIMA®

Megan Fielding, CIMA®, is a Senior Director and member of the Responsible Investing (RI) team at Nuveen, the investment management arm of TIAA. Megan leads the RI interface that brings RI to clients, working with Nuveen’s Global Client Group and TIAA to address investor goals and critical needs within the responsible investing landscape. Additionally, she collaborates with Global Marketing on RI content, thought leadership and events to promote Nuveen’s RI expertise. Megan also serves on the Nuveen Inclusion and Diversity Council to build and support employee engagement on I & D initiatives.

Megan received her MA in International Studies from the University of San Francisco, graduated cum laude with her BA in Economics from Wheaton College (MA), and is a Certified Investment Management Analyst®.


Joshua Kazdin, CFA®

Joshua Kazdin, CFA®, Director, Head of Climate Research for BlackRock Systematic and member of BlackRock’s Systematic Active Equity team (SAE). He is responsible for developing SAE’s Sustainability platform and conducting alpha-generating research on stock selection, top-down and thematic insights across active global long only and long short equity funds. Mr. Kazdin’s research has also been published in academic journals and won 2017 Special Distinction Award from the Journal of Investment Management.

Prior to joining BlackRock in 2011, Mr. Kazdin was a research analyst at Lazard Asset Management and a research associate at International Strategy & Investment Group. Mr. Kazdin earned a BS, with distinction, in economics and political science from Duke University in 2008 and a Master of Finance degree from Massachusetts Institute of Technology in 2011.


Gerald B. Goldberg, JD, CIMA®

Gerald B. Goldberg, JD, CIMA®, is CEO and Co-Founder of GYL Financial Synergies. In this role, he provides consulting services to corporations, municipalities, self-insurance funds, non-profit organizations and high-net-worth private clients in areas that include investment policy, asset allocation and investment management selection and oversight. He also advises clients on the structure and development of qualified retirement plans. Gerry lectures and authors articles on various investment-related topics, and has served as an adjunct professor in the MBA Program at the University of Hartford.

Gerry obtained his JD from George Washington University and his BA in Political Science with a concentration in World Political Economics from the State University of New York at Binghamton. He holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®) and taught in conjunction with the Wharton School at the University of Pennsylvania.