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.