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Webinar: How To Be An Impact Investor
There is growing interest amongst investors to align their investments with positive social and environmental impact. Dubbed impact investing, the strategy is already being employed by a number of family offices, family and charitable foundations, community banks, and investment funds. But for most investors, how to do so practically remains a key question.
- How do you convert your motivations for a just and equitable society or a pollution-free environment into an effective investment policy statement that will enable you to make both positive impact and seek the financial return requirements of your organization?
- What level of due diligence should you conduct to determine whether a venture is a good candidate for such investments?
- What skills and expertise can you draw on internally or acquire through external advisors or managers to aid in your decision-making process?
- What opportunities and challenges should you be cognizant of as you seek to re-align your investment portfolio with your mission and values, both organizationally and personally?
If you are an investor or an investment advisor/manager looking for answers to these questions and more, or simply interested in learning more about the growing impact investing field, please join us for a free webinar on Thursday, October 27th, from 12pm to 1pm (ET). The webinar will present insights by Patrick Gleeson, CEO, Meyer Family Enterprises – a family office including a family foundation based in Napa Valley, California, that is shaking up traditional investment and philanthropic models – and R. Paul Herman, CEO & Founder, HIP (Human Impact + Profit) Investor Inc. – a leading investment manager providing investors, and their advisors, with guidance, tools and portfolios that increase the level of impact investing.
Please register here, and pass it on to others you think may be interested in attending.
We hope you can make it!
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