I’m very pleased to announce that my partner Max will be speaking at the inaugural InvestmentNews ESG & Impact Forum on Dec. 5 at the United Nations.
While we specialize in Sustainable, Responsible and Impact investing for our clients, we also believe that we have a responsibility to educate and help other advisors adopt these techniques. That’s why Max has agreed to be on the advisory board for this event and give his time to speak. The panel he’s on will be moderated by Jon Hale of Morningstar (read his blog here), and will feature Colleen Denzler of Smith Capital Investors and Marguerita Cheng, the CEO of Blue Ocean Global Wealth.
Here’s what they will discuss:
As the demand for impact investment opportunities continues to grow, so does the increased responsibility on advisers to develop stronger investor education programs, increase transparency and adopt more precisely-defined metrics for measuring impact. ESG and impact investors, primarily motivated by moving the needle on specific environmental, social and governance issues, while also pursuing financial returns are increasingly flexing their purchasing power with advisers. It’s important therefore for investment advisers to understand that each client has views that are unique and diverse, requiring flexibility and customization to support each client’s goals. This panel will explore best in practice communication strategies for a more meaningful and effective client engagement experience.
As you can see, this conference is focused on Financial Advisors and other financial professionals. Click Here to register. And when you use code ESGFRIEND you can get a $50 discount. Please feel free to share this using the links below if you know anyone who would be interested in attending, and use the hashtag #INimpact so InvestmentNews knows you’re coming!