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VIA ZOOM: Lunch & Learn

Tuesday, April 13, 2021 1 Iyar 5781

11:30 AM - 1:00 PMPlease register below and the Zoom link will be sent to you in an email

Investing with Impact

Please join us this morning as Ron Phillips, Financial Advisor from Morgan Stanley, has a conversation with Lily Trager, Director of Investing with Impact for Morgan Stanley Wealth Management. Lily will discuss: 

  • What is Impact Investing?
  • How can you align your investments with your values? 
  • How has Impact Investing evolved over the years?
  • Does being Socially Responsible mean that you must sacrifice performance?

Rabbi Aron will offer a short prologue to the conversation addressing how this topic of using our money to reflect our social values connects with Jewish teachings.


Lily Trager is a leading expert in sustainable and impact investing. Currently the Director of Investing with Impact and Head of Impact Solutions for Morgan Stanley Wealth Management, she is responsible for developing investment portfolios, thematic guides, innovative analysis, client & Financial Advisor education and tools such as impact reporting to help families and institutions meet long-term financial objectives while generating positive environmental and social impact. Her specialties include research on sustainable and impact investing, portfolio development, due diligence across asset classes, impact measurement and new product design. She is a frequent speaker at sustainable investing events and the author of the quarterly publication, “Impact Outcomes.” Lily co-founded WISE: Women Investing for a Sustainable Economy, a global community of women seeking to take sustainable and impact investing into the mainstream in 2012. She was named to the 2018 class of MAKERS @ Morgan Stanley Wealth Management, a recognition that celebrates women who are ground breakers, advocates, and innovators in their given field.  

Ronald K. Phillips is a Senior Vice President with the investment firm of Morgan Stanley.  Ron is a Bay Area native, growing up in San Leandro.  He graduated from the University of California in San Diego, where he played varsity tennis and earned a degree in Economics.  Before joining Morgan Stanley, Ron was president of one of the most successful and profitable women’s specialty retail chains in California. In 1997, during his first year in the industry, Ron was awarded the prestigious Triple Crown Award, awarded to the most productive Financial Consultant of each class, nationwide. Since then, Ron has built his business into a very successful practice, driven by the individual goals and needs of his clients. His business is focused on assisting with all aspects of financial planning, including: retirement, college, estate planning strategies, insurance, and access to lending services.  Ron has brought with him the same level of service, which was so highly recognized in his retail career, to the financial services industry as well.  While many people talk of good customer service, Ron lives and breathes the term.  You will quickly experience a level of service unmatched in the industry. Ron also runs the training and development program for the new Financial Advisors at Morgan Stanley in the East Bay Area.  He has been asked to speak at many conferences around the country about his successes and also maintains an internal blog where he is regularly one of the most followed publishers. Outside of the office, Ron and his wife Ruth are parents to six children and fifteen animals.  In his free time, he is an avid Crossfitter, obsessive Warrior fan, and an active traveler.  He has been a volunteer and past president of the Suicide Prevention Center for over 31 years and past president of Temple Beth Shalom. 

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Sat, April 17 2021 5 Iyar 5781