Venue
Four Seasons Hotel
Four Seasons Hotel, 200 Boylston St, Boston, MA 02116, USA

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Event Date Tue Mar 19 EDT - Wed Mar 20 EDT (over 2 years ago)
Location Four Seasons Hotel
200 Boylston St, Boston, MA 02116, USA
Region Americas
Details

Those who acknowledge and ascribe to the value of impact investing will be looking for guidance on advancing their knowledge and use of the strategies and tools to be even more effective in their actions and their portfolios. Those who are still hesitant (thankfully a smaller number now than it used to be) might have to be convinced that the usual fundamental theory for that resistance – that impact investing costs returns rather than enhancing them, and it’s related sister theory that it is not a fiduciary duty – will have to be approached with the growing pool of solid evidence that impact investing is both the good thing to do as well as the right thing for portfolios.

Therefore, our 3rd Wealth Management Annual Impacting Investing Forum will examine both sides of the coin, but within the context of the considerable achievements and advances which are being made in the field of impacting investing and with full acknowledgement of its increasingly broad adoption among investors as more and more of them examine their own attitudes and investment objectives.

Speakers

2019 Speakers

Kristen Oliveri
Director, Institutional Investor Forums

Kip Miller
Client Services Director, Institutional Investor Forums

Jennifer Kenning
Founder & CEO, Align Impact

Jeffry Haber
Senior Director, Finance, Commonwealth Fund

William Pusey
Senior Vice President, Keel Point LLC

Paul Simon
Advisor, Paul Simon Advisory LTD

Justina Lai
Director of Impact Investing, Wetherby Asset Management

Mark Peters, CFA
Managing Director, Pathstone

Elizabeth R. Levy
SVP, Portfolio Manager, Trillium Asset Management

Megan Fielding
Senior Director, Business Strategy and Management, Responsible Investing, Nuveen a TIAA Company

Mark Peters, CFA
Managing Director, Pathstone

Chris Knapp
CEO, Collaboration Capital

Zach Barnett
Founder/Executive Director, Abzyme Research Foundation

Samira A. Salman
Chief Operating Officer, Heathside Ventures LP

Ian Simmons
Co-Founder and Principal, Blue Haven Initiative

Kathleen McQuiggan
Wealth Advisor, Artemis Advisors

Ellen Remmer
Senior Partner, The Philanthropic Initiative

Samira A. Salman
Chief Operating Officer, Heathside Ventures LP

Lorenzo Bernasconi
Senior Associate Director, Innovative Finance, Rockefeller Foundation

Ian Simmons
Co-Founder and Principal, Blue Haven Initiative

Josh Roach
Chief Investment Officer, Lloyd Capital Partners

Marta Ferro
President, Starfish Impact

Lorenzo Bernasconi
Senior Associate Director, Innovative Finance, Rockefeller Foundation

Ronald J. Smolenski, Jr.
Director of Research, Pitcairn

Michelle Buckley
Chief Investment Officer, Baldwin Brothers

Josh Roach
Chief Investment Officer, Lloyd Capital Partners

Lorraine George-Harik
Partner & Co-Founder, Cerity Partners

Sonia Kowal
President, Zevin Asset Management, LLC

Jeffrey Gitterman
Co-Founding Partner, Gitterman Wealth Management

Erika Karp
Chief Executive Officer, Cornerstone Capital

Rocio Ortega, CFP
Partner, Associate Advisor, WE Family Offices

Richard Zimmerman
Advisor, WE Family Offices

Lisa Woll
CEO, US SIF Foundation

Mark Berryman
Managing Director, Impact Investing, The Caprock Group, Inc.

John Wilson
Head of Corporate Governance and Research, Cornerstone Capital

Mark Tulay
Director, Strategic Investor Initiative (SII), CECP

Amy Bell
Senior Director, Tideline

Michael Cole
CEO, Cresset Family Office

Sponsors & Partners

2019 Sponsors

LEAD SPONSOR:
• John Hancock Investments
• Nuveen