How To Transition Your Sustainable Practice

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How To Bridge the Generational Divide and Transition Your Sustainable Practice:

Randy Kaufman, David Aaron, Glen Macdonald

 

Live online on April 11, 10:00 a.m. EDT

Experts from EMM Wealth and Bronfman Rothschild discuss their approaches to sustainable and impact investment integration for multiple-generation, high net worth clients. Advisors and investors will learn:

 

–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.

 

–How the divide between multi-generational investors can be bridged through ESG and Impact investing.

 

–How sustainable and impact investing is changing the way strategic philanthropy integrates with overall portfolio strategy.

 

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