May 30-31, San Francisco, CA
Impact Your Practice with Sustainable and Impact Investing
Moderator: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Panelist: Justina Lai - Director of Impact Investing; Wetherby Asset Management
Panelist: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors
Our panelists will discuss the importance of impact investing in client portfolios and client relationships. Their presentation will include a short overview of the definitions of impact, ESG, SRI, and green investing. They will discuss the importance of incorporating ESG considerations and impact opportunities into investment evaluation, and how to strengthen your relationships with clients by incorporating impact investing. The session will include practical tips and resources to use in your practice immediately.