Wealth Management Impact Investing Forum

Sep 19th 2017
Montage Resort & Spa
Laguna Beach, CA

The RIA Institute’s Wealth Management Impact Investing Forum will immediately follow the 14th Annual Family Office Wealth Conference (September 17-19, 2017). The forum will bring 40-50 senior RIA, multi-family office and single-family office executives together with thought leaders and elite providers for an afternoon of discussion and debate about Impact Investing opportunities and risks for wealth managers.

Agenda Topics

The forum will focus on the most critical Impact Investing trends in the individual investor industry, and the specific ways in which wealth managers can incorporate these strategies into their portfolio profitably and with measurable impact.

Please view the agenda for a full list of session topics.

View agenda

  • Impact investing as a business development tool: Do wealth managers need to build out impact investing capabilities to capitalize on the rising demand?
  • Gender and generational lens: How impact investing can retain and attract women or next generation clients
  • Impact performance: How do impact investments really measure up to traditional investments? How can wealth managers make sense of different types of impact goals?
  • Identifying opportunities and creating portfolios that deliver social and environmental benefits as well as financial returns
  • Making impact investing available to retail investors: Who are the industry leaders creating impact investing funds that provide access to impact for individual investors?
  • Aligning your client portfolios with their values: How can wealth managers accurately measure the positive social or environmental impact of their investments? How can they communicate the results with their clients? 
  • The role of the fiduciary: How does impact investing complicate (or clarify) the role of a fiduciary? Do impact investment returns have to equal or surpass other investment returns before advisors can recommend them to their clients? Or do client values supersede financial returns?
  • Innovation and technology: How will technology, big data, and AI help grow the impact investing sector and increase access for wealth managers and their clients?



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Montage Resort & Spa

30801 Coast Highway
Laguna Beach, CA 92651
United States

Set on an oceanfront bluff, this luxe spa resort in a craftsman-style building is 2.6 miles from Laguna Beach. 



For more information, please contact:

Lauren Feldman

Investor Relations Manager
+1 212 224 3689