Wealth Managers, Investment Managers and Asset Owners all face evolving priorities in the sustainable and impact investing arena.
Join us for a unique one-day event that will bring together these key stakeholders with a roster of sustainable investing luminaries to unpack the opportunities and challenges of Aligning Mission with Investment Policy.
The Summit program is designed to address two critical and related topics. The morning sessions will focus on how ESG and data issues are impacting investment due diligence efforts, and the afternoon will provide a deep dive into strategies for effectively working with endowment and foundation clients.
With a high-impact mix of presentations, discussions, and real-world case studies, you’ll walk away from the day with expert insights, best practices, and actionable strategies.
Who should attend:
- Sponsor platform research and due diligence professionals
- National accounts and other investment manager professionals
- Financial Advisors, Family Office professionals, and their teams
- Consultants who specialize in the Foundations & Endowments market
As a special bonus, attendees will receive an advance copy of a new report from TIIP and MMI that outlines best practices for incorporating sustainable investing into manager due diligence PLUS one complimentary license for the MMI/Morningstar Sustainable Investing Curriculum, an eight-course online program that blends foundational knowledge with practical insights.
Don’t miss this special opportunity to engage with an all-star group of industry influencers and professionals aligned around the sustainable investing opportunity. We hope you will join us in Boston on January 9th – please also share this invitation with colleagues who would be interested in attending.