PCSE and CPE advisory board member Sarah Williams ’88 is speaking about impact investing on Tuesday, June 10, in New York City. This event will provide an excellent opportunity to learn about trends in double (or triple) bottom line financial portfolios and to connect with professionals in the field. More information is below and on the Impact Assets website.
Impact Investing: Seize the Opportunity. Navigate the Challenges.
Tuesday, June 10, 2014
6:45 pm – doors open
7:00 pm – panel discussion
8:00 pm – networking reception
Impact Hub New York, 394 Broadway, New York, NY 10013
Impact Investing – investing for financial as well as social or environmental return – is gaining momentum. Yet the practical challenges – from finding and evaluating appropriate investments to constructing a portfolio that meets your risk-return profile – can stymie even the best intentions. Join us for a provocative discussion of how investors and their advisors have addressed the inherent challenges to successfully incorporate impact investments into financial portfolios. Whether you’re an investor or advisor interested in learning how to pursue impact investing, an enthusiastic supporter of this growing field or simply curious to learn more, this discussion promises to engage and inspire!
Our panel will include:
-Beth Stelluto, Chief Growth Officer, ImpactAssets (moderator)
-Ron Cordes, Board Executive Committee Chair, ImpactAssets
-Michael Lent, Chief Investment Officer, Veris Wealth Partners
-Sarah Williams, Philanthropic Advisor