Wealth Management Impact Investing Forum

Mar 19th - Mar 20th 2019
Four Seasons Hotel
Boston
About

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.

2019 Preliminary Agenda

Advisory Board

The Forum agenda is produced in close consultation with our distinguished Advisory Board who include:

  • Marta Ferro, President, Starfish Impact
  • William McCalpin, Managing Partner, Impact Investments, Athena Capital Advisors
  • John Mannix, Chief Executive Officer, Baldwin Brothers
  • Steve Ellis, Founder & President, Colorado Capital 
  • Erika Karp, Chief Executive Officer, Cornerstone Capita
  • Amy Domini, Founder & CEO, Domini Impact Investments 
  • Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management 
  • Samira A. Salman, Chief Operating Officer, Heathside Ventures LP
  • Lorraine George-Harik, Partner & Co-Founder, HPM Partners LLC
  • William Pusey, Senior Vice President, Keel Point LLC
  • Paul Simon, Advisor, Paul Simon Advisory LTD
  • Mark Berryman, Managing Director, Impact Investing, The Caprock Group, Inc.
  • Stephanie Cohn Rupp, Managing Director, Impact Investing, Tiedemann Advisors
  • Rocio Ortega, CFP, Partner, Associate Advisor, WE Family Offices 
  • Richard Zimmerman, Advisor, WE Family Offices
  • Justina Lai, Director of Impact Investing, Wetherby Asset Management
  • Sonia Kowal, President, Zevin Asset Management, LLC
Forum Chair & Featured Speaker

Jennifer Kenning
CEO & Co-Founder
Align Impact

As the CEO of Align, Jennifer leads client relationships and strategic direction of the Align team. A frequent speaker, moderator, and guest lecturer, Jennifer is committed to building the impact investing ecosystem while leading Align. Prior to co-founding Align, Jennifer was the Director of Wealth Management and a member of the Board of Directors at Aspiriant, one of the largest family-office-style registered investment advisor firms in the country. Jennifer was named on the “40 under 40” list by Investment News in 2014, selected for Private Asset Management’s “50 Most Influential Women in Private Wealth” in 2016, and chosen as Investment News Icon and Innovator in 2017.

Jennifer serves as the Senior Investment Advisor for ImpactAsset’s Annual IA 50 Impact Investing Fund Review Committee and sits on the industry advisory board of a joint project on investing in women organized by the Center for High Impact Philanthropy, the Wharton Social Impact Initiative, and the Tara Health Foundation.

Sponsors

JOHN HANCOCK INVESTMENTS
NUVEEN

Agenda
  • Tuesday March 19
    • 8:00 AM - 8:45 AM

      Registration and Breakfast

    • 8:45 AM - 8:55 AM

      Welcome and App Tutorial

    • 8:55 AM - 9:15 AM

      Interactive Polling

    • 9:15 AM - 10:00 AM

      The Fantastic Four: An Institution, RIA, MFO and SFO Define “Impact”

    • 10:00 AM - 11:20 AM

      Darwinian Disruption: An Honest, Constructive Assessment of the Investment Solutions Available, and What’s Still Needed

    • 11:20 AM - 11:40 AM

      Tabletop discussions

    • 11:40 AM - 12:00 PM

      Moderated Q&A

    • 12:00 PM - 1:30 PM

      Lunch

    • 1:30 PM - 2:20 PM

      Debating the Utility of Integrated ESG and Impact into Strategy Construction and Management

    • 2:20 PM - 2:40 PM

      Tabletop discussions

    • 2:40 PM - 3:00 PM

      Moderated Q&A

    • 3:00 PM - 3:30 PM

      Coffee Break

    • 3:30 PM - 4:15 PM

      Workshop Series I

    • 4:15 PM - 5:00 PM

      Workshop Series II

    • 5:00 PM - 5:30 PM

      Risky Business: How Far Are You Willing to Go To Make An Impact?

    • 5:30 PM - 6:00 PM

      Intersections: Where Philanthropy Meets Impact

    • 6:00 PM - 7:00 PM

      Cocktail Reception

    • 7:00 PM - 9:00 PM

      Evening Free for Private Functions

  • Wednesday March 20
    • 8:00 AM - 8:30 AM

      Breakfast Discussion Tables

    • 8:45 AM - 9:10 AM

      Reporting Back on Table Discussions

    • 9:10 AM - 9:50 AM

      Putting Together the Pieces: HOW to Incorporate Impact and ESG into Client Portfolios

    • 8:30 AM - 8:30 AM

      Case Study: Transforming a Traditional Portfolio into a Values Aligned Portfolio

    • 10:10 AM - 10:30 AM

      Coffee Break

    • 10:30 AM - 11:10 AM

      Removing Regulatory Barriers to Unlock Impact Investments

    • 11:10 AM - 11:50 AM

      Making Sense of the Ratings Agencies: Measuring and Reporting Explained

    • 11:50 AM - 12:30 PM

      Love & Money: How to Preserve Family Harmony

    • 12:30 PM - 2:00 PM

      Lunch

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Venue

Four Seasons Hotel

200 Boylston St
Boston, MA 021116
United States

Overlooking Boston’s historic Public Garden and within easy reach of the city’s premier attractions, luxury Four Seasons Hotel Boston blends elegant simplicity with distinctive New England flair. Boston provides a rich opportunity to discover the events and people responsible for the creation of the United States. Old Boston can best be seen on The Freedom Trail while other top attractions radiate from the Boston Common – the upscale shopping and cafés of Back Bay, the historic waterfront, the theatre district and the Italian North End.

Contact

QUESTIONS?

For more information, please contact:

Lauren Feldman

Investor Relations Manager
+1 212 224 3689
lauren.feldman@institutionalinvestor.com