Mondato Summits were created to offer clarity amid a chaotic and constantly changing industry. From defining a strong value proposition and forging strategic partnerships to ensuring data privacy and secure authentication, what are the factors must be taken into consideration when designing and implementing successful digital finance & commerce (DFC) solutions?
Mondato Summits deal directly with these key issues, as the content has been handcrafted by specialized DFC experts to meet the needs of DFC professionals.
Wharton Social Impact Initiative and Suzanne Biegel present an invitation-only convening for investors and advisors who are moving capital with a gender lens.
Join a radically generous group of investors, philanthropists, advisors and analysts from all sectors and asset classes who will be sharing their portfolios, strategies and hard-won insights with unparalleled candor and focus.
Individual high net worth investors, foundations, family offices, fund managers and their advisers, and those deploying (or on the verge of deploying) capital with a gender lens. Men and women. Individual and institutional.
Explore the role of evidence in gender lens investing, while grounding big picture insights from the gender lens ecosystem in actionable learnings.
Hear the latest from Project Rose and Project Sage – scans of public equity vehicles and private equity/VC/debt vehicles with a gender lens.
Share, analyze and discuss portfolios and collaborations with other investors in small groups
Dive deep into how people are using finance as a tool for gender equitable social change across healthcare, energy/environment, human rights, and beyond—and discuss important questions for further research and exploration.
Over the past decade, the market for socially responsible and sustainable investing has evolved. From 2014 to 2016, total global assets in responsible investing strategies rose 25% to $22.9 trillion, according to a report from the Global Sustainable Investment Alliance. Today, environmental, social and governance investing—known as ESG— is creating diversification, returns and new client growth for savvy financial advisers.
But where are we and what’s next for this evolving sector? And how can advisers incorporate these cutting-edge strategies into their menu of offerings to appeal to existing clients and attract new ones?
Accepted for 1 CE Credit by the CFP Board. Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit.
Join us Nov. 28 for our one-hour video webcast, part of our new Innovators in Investing series, when InvestmentNews’ Fred Gabriel sits down with industry thought leaders to discuss how ESG investing could re-shape your practice and impact your value proposition.
Our speakers will discuss:
- The evolution of impact investing (from SRI to ESG)
- Defining the ESG opportunity
- How to craft healthy client conversations around ESG investing
- Hurdles and challenges
- What’s next? ESG opportunities for tomorrow