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The What, Why, and How of Impact Investing in an Advisory Practice

  • JW Marriot Union Square 515 Post Street San Francisco, CA, 94102 United States (map)
Regional Advisor Conference-    San Francisco 

Regional Advisor Conference-    San Francisco 

Moderator: Sonya Dreizler
Panelist: Diane ManuelUrban Wealth Management
Panelist: Justin Martello, Effective Assets
Panelist: Shane Yonston, Impact Investors
Panelist: Jeff Gitterman, Gitterman Wealth Management

The panel will discuss why and how to integrate impact investing solutions into client portfolios and relationships.  We 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 talking about the impacts of their portfolios. The session will include practical tips and resources to use in your practice immediately.