How To Transition Your Sustainable Practice

Register Now

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.


Register Now