David Lewis from Pathfinder: Lunch With GoalsGetter Webinar

CIO at Pathfinder, David Lewis recently joined us on our October edition of our Lunch With GoalsGetter webinar series.

David has 25 years' experience in investments across global credit and equity markets and was formerly the Deputy Chief Investment Officer at Milford Asset Management. He recently completed a Masters in Sustainability Leadership at the University of Cambridge, was the inaugural Chair of the governance committee of the Stewardship Code Aotearoa, and volunteers on the Investment Committee of the Acorn Foundation. In his recent role as Research Director at the Anthropocene Fixed Income Institute (AFII) he focused on the Asian energy transition as part of empowering fixed income markets to drive the global climate transition. David is a CFA (Chartered Financial Analyst) Charter holder.

You can access the Pathfinder Ethical Growth Fund directly on the GoalsGetter platform. Learn more here.

Our Lunch With GoalsGetter series offers expert analysis on macroeconomic trends, market movements, and the opportunity to ask your own questions. It’s practical, timely, and tailored to help advisers guide clients with confidence.

If you're interested in joining our next session, contact us here.