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.