How to Bridge the Generational Divide and Transition Your Sustainable Practice
April 11, 2019 | EP. Webinar | Family Offices, Investment Portfolio Analysis, Millennial Advisors, Practice Transition, Strategic Philanthropy
Randy Kaufman, Senior Vice President, EMM Wealth; David Aaron, Co-CEO and Chief Investment Officer, EMM Wealth;
Glen Macdonald, Bronfman Rothschild Managing Director, Impact Investing Advisor
Our panelists discuss their approaches to sustainable and impact investment integration for multiple-generation, high net worth clients, including how wealth advisors and foundations are using ESG risk and impact measurements to optimize portfolio strategies and participate in growth opportunities in the transition to a low-carbon economy. Learn how the divide between multi-generational investors can be bridged through ESG and Impact investing and how sustainable and impact investing is changing the way strategic philanthropy integrates with overall portfolio strategy.