Overview

Harnessing the Power of Impact Investing for Multi-Generational Families

Families of means have always been aware of the power of private capital to effect positive change, but recent trends have brought this idea, under the name Impact Investing, to the top of the agenda. Financial objectives remain imperative, particularly among prior generations, but emerging generations are increasingly active, and even activist, in the way they deploy their wealth to achieve societal change.

Many wish to see their financial and non-financial objectives ever more tightly aligned, but helping families on their journey from values to value creation is a highly complex task.

Join us to discuss vital questions like “Where should Impact sit amid broader strategy discussions?”, “What are the key elements in the Impact ‘toolbox’?” and “How do I as an advisor deliver the right insight and expertise?

 

ClearView Financial Media Ltd is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Agenda

8:00am

Registration and Breakfast

8:55am 

Conference Introduction

9.00am 

KEYNOTE

9:20am 

PANEL 1: Inter-Generational Conversation: Combining Returns with Purpose

10:10am 

PRESENTATION 1: The European Story in the Context of the Global ESG Market

10:25am 

Networking and Refreshment Break

10.55am 

PANEL 2: Preparing for Impact: The Role of Advisors in Ensuring that Impact Really Delivers

11:45am 

PANEL 3: Measuring Impact: The Challenges of Translating Principles into Investment Practice

12:40pm 

Lunch and Networking

1:40pm 

PRESENTATION 2: The Many Meanings of Impact, and How to Make it

2:10pm 

PANEL 4: Clearing a Path Through Complexity: Top Legal and Tax Considerations

3:00pm 

PRESENTATION 3: Impact and ESG Investing Through Mainstream Financial Markets

3:20pm 

Networking and Refreshment Break

3:55pm 

PRESENTATION 4:

4:20pm 

PANEL 5: Impact Investing, Technology, and Venture Capital: How, Where, and Why

5:10pm 

Closing Remarks and Summit Close


Logistics

Date and Time