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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 |
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
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
2019 Sponsors
PLATINUM:
• Calvert
PREMIER:
• Cambridge
• Carson Group
• Fisher Investments
• Redtail
SUPPORTER:
• FiComm Partners