The upward trajectory of Impact Investing is clear, and the world is responding to it from many different angles: from energy transition to affordable housing, to financial inclusion, to investing in women and minority led businesses. Undeniably, there are numerous areas of need and opportunities. Consider this:
– We are on the verge of the greatest wealth transfer in history…and women and millennials are at the forefront wanting to use their investment capital to make money and do good
– Non-profits and governments have limited capital to help solve some of these key issues
– Most of the world’s wealth is in business and investments
Learn firsthand from several successful and influential wealth management leaders who are integrating Impact Investing into their business.
Topics to be covered
What is Impact Investing?
Key drivers around Impact Investing
Investable impact themes that clients are interested in
Why and how advisors incorporate Impact Investing into their business
Challenges of implementing Impact Investing into a wealth management business
Time: 2 PM EASTERN
Host: Institute for Portfolio Alternatives