Venue
Helen Mills Event Space and Theater
Helen Mills Event Space and Theater, 137 W 26th St, New York, NY 10001, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Dec 5 EST (about 5 years ago)
Location Helen Mills Event Space and Theater
137 W 26th St, New York, NY 10001, USA
Region Americas
Details

Thought leaders, investment strategists and practitioners will gather at the United Nations to translate global ESG and impact investing perspectives into strategies that resonate with investors and produce desired outcomes.

Learn the latest trends, concepts and products in ESG, sustainable and impact investing. Come away with strategies for aligning your clients’ social and investing goals.

Make connections with those in the financial advice industry who are passionate about investing, managing, making recommendations, advancing or learning about ESG, sustainable and impact investing.

Help inform the conversation at this forum and beyond. Share your opinions, questions and expertise with the InvestmentNews editorial team, leading organizations, advocates and global leaders.

Who Should Attend?
• Financial Advisers
• Due Diligence Officers
• Chief Investment Officers
• Wealth Managers
• Family Office Advisers
• Fund Selectors

Speakers

2019 Speakers

Jennifer Kenning
CEO and Co-Founder, Align Impact

Jon Hale
Head of Sustainability Research, Morningstar Inc.

Steve Distante
CEO, Vanderbilt Financial Group

Matt Ackerman
Director, Multimedia

Robert G. Smith
President & Chief Investment Officer, Principal

Andrew Lee
Head of Sustainable and Impact Investing Americas, UBS Global Wealth Management

Frederick P. Gabriel Jr.
Editorial Director

ADVISORY BOARDS:

Michele Bongiovani
Founder, HealRWorld

Danielle Burns
Head of Business Development, CNote

Marguerita Cheng
CEO, Blue Ocean Global Wealth

Colleen Denzler
Investor, Smith Capital Investors

Monroe Diefendorf Jr.
Co-Founder, 3 Dimensional Wealth

Steve Distante
Founder and CEO, Vanderbilt Financial Group

Sonya Dreizler
Founder, Solutions with Sonya

Timothy Freundlich
CEO, Impact Assets

Jeff Gitterman
Co-Founder, Gitterman Wealth Management

Jennifer Kenning
CEO, Align Impact

Max Mintz
Partner and Financial Adviser, Common Intersts

Valerie Red Horse Mohl
Executive Director, Social Venture Circle

Jeso O'Neill
Director of Communications, Vanderbilt Financial Group

Sponsors & Partners

2019 Sponsors

PLATINUM:
• Calvert

PREMIER:
• Cambridge
• Carson Group
• Fisher Investments
• Redtail

SUPPORTER:
• FiComm Partners