Nov
1
to Nov 3

Implementing Impact Investing in Your Practice

Moderator: Lazetta Rainey Braxton, CFP® - Financial Planner; Financial Fountains
Panelist: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Panelist: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors
Panelist: Bruce Herbert AIF® - CEO; Newground Social Investment, SPC

Our panel will discuss the importance of impact investing in client portfolios andclient relationships. We will cover a short overview of the definitions of impact, ESG, SRI, and green investing. We'll 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 time for Q&A, and we will share practical tips and resources to use in your practice immediately.

View Event →
Nov
7
4:30pm 4:30pm

Investing with Intention

pexels-photo-194098.jpeg

Join Hanson Bridgett, Solutions with Sonya, Glass Lewis, Just Invest, MSCI, and SASB for a discussion on how you can make a positive impact with your financial choices. Our expert executives from the legal, investing, and banking world will share perspectives on investing with intention, public vs. private impact investments, and banking and lending with positive intention. The panel will also give their opinions on the different flavors of impact as well as their views on the outlook for growth in ESG and impact investing over the next 3-5 years. They will discuss barriers to adoption and potential solutions to move greater amounts of capital to investments that maximize returns and have a positive impact on the overwhelming environmental and social issues of today. Each panelist will share a story of individual career success, sharing tips and ideas with the audience on growing their own careers.

We expect nearly 75 investing, lending, and legal professionals in the audience. Attendees will include portfolio managers, bankers, lenders, financial advisors, CIOs, relationship managers, research analysts, principals of RIA firms and family offices, pension & endowment advisors, fintech entrepreneurs, and more.

Our Panel:

  • Sonya Dreizler, CEO, Solutions with Sonya (Moderator)

  • Courtney Keatinge, Director, ESG Research, Glass Lewis

  • Scott Smith, Partner, Corporate Group, Hanson Bridgett

  • Jonathan Hudacko, CEO, Just Invest

  • Jamie Nulph, ESG Consultant, MSCI

  • Nicolai Lundy, Director of Product and Partnerships, SASB 

PURCHASE TICKETS

View Event →
Jan
27
8:15am 8:15am

Implementing Impact Investing in Your Practice

NorCal Chapter

NorCal Chapter

By Invitation Only: For NorCal NAPFA Group Members Only- ask Sonya for an intro if interested.

Speaker: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Speaker: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors

Our speakers  will discuss the importance of impact investing in client portfolios and client relationships. We will cover a short overview of the definitions of impact, ESG, SRI, and green investing. We'll 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 time for Q&A, and we will share practical tips and resources to use in your practice immediately.

View Event →

Oct
19
8:00am 8:00am

ESG Asset Manager Panel: Exploring how managers utilize, integrate, and monitor ESG data within investment strategies

  • NYC Sustainable Investment Conference for Financial Advisors (map)
  • Google Calendar ICS

As of 2016, there were $8.7 trillion in professionally managed sustainable portfolios, representing a 33% two year growth. ESG investing is clearly on the rise.  This event is designed to align advisor practices with the rapidly growing ESG landscape, and will focus on the following:

ESG Marketing and Client Acquisition – How to brand yourself as an ESG expert and attract clients interested in ESG to your practice.

ESG Data –  Exploring whether ESG integration adds alpha and/or reduces risk in portfolio design.

RIA Perspectives on ESG Investing – An opportunity to learn from large RIA’s that are successfully incorporating ESG strategies into their investment process and business models.

View Event →
Sep
26
12:00pm12:00pm

Hosting: ESG Speaker Series - Advisor Lunch, Chat, & Networking with Jens Peers of Mirova

This event is intended for financial services professionals.

In this first event of the relaunched ESG Speaker Series, we'll chat with Jens Peers, CIO of Mirova and Portfolio Manager of The Mirova Global Sustainable Equities Fund.  Mirova is a Paris based affiliate of Natixis Global Asset Management focused on responsible investing.  

For more information about the event, and for an invitation (financial services professionals only), please contact Sonya.

View Event →
Sep
13
1:30pm 1:30pm

Love Your To-Do List- Time Management for Financial Professionals

Do you find yourself busy but not actually achieving your big picture business goals? Do you wish you had more time to grow your firm? Help is on the way!

Join me as I guest host a 25-minute webinar for Kristin Harad, marketing trainer and coach for financial advisors.

LOVE YOUR TO-DO LIST: TIME MANAGEMENT FOR FINANCIAL ADVISORS

Wednesday, September 13th at 1:30pm PT / 3:30pm CT / 4:30 pm EST

In this concentrated and interactive practice management session, I will share:

  • 3 effective time management tools to help you focus your daily efforts
  • how to protect time for your business goals
  • practical and concrete steps you can implement in your practice immediately

Plus, we'll do the first step together on the webinar. Register now to join us!

View Event →
Sep
6
8:30am 8:30am

Impact Your Practice- An Impact Investing Primer and Q&A

Marin RIA
Quarterly Coffee Group

By Invitation Only: For Marin RIA Quarterly Coffee Members Only- ask Sonya for an intro if interested.

I will discuss the importance of impact investing in client portfolios and client relationships and will cover a short overview of the definitions of impact, ESG, SRI, and green investing. We'll discuss 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 time for Q&A, and I will share practical tips and resources to use in your practice immediately.

View Event →
May
30
to May 31

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.

View Event →
Apr
26
2:00pm 2:00pm

Loving Your To-Do List, Time Management for Financial Professionals

In this concentrated and interactive practice management session, Sonya will present three effective time management tools to help you focus your daily efforts towards meeting your business goals.  We will discuss practical and concrete steps you can implement in your practice immediately, and will do the first step together, in the session.

View Event →
Apr
18
8:30am 8:30am

Loving Your To-Do List, Time Management for Financial Professionals

In this concentrated and interactive practice management session, Sonya will present three effective time management tools to help you focus your daily efforts towards meeting your business goals.  We will discuss practical and concrete steps you can implement in your practice immediately, and will do the first step together, in the session.

View Event →