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Investing with Intention

  • Hanson Bridgett 425 Market Street San Francisco, CA, 94105 United States (map)

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