Smart Investments That Do Good
Tuesday, January 14, 2020
7:30 – 9:30 a.m.
IDS Conference Center – 3rd floor
Join fellow investment, tax, and legal advisors for a discussion that dives deeply into the concepts and tactics of social investing. You’ll come away with strategies and tools to explain these concepts and implement them in your clients’ investment and philanthropic portfolios. By equipping yourself with these tools, you not only add value to the services you provide; you also position yourself to help your clients align their asset allocation strategies and individual investments with their goals and vision for a better world.
The conversation will be led by industry expert, Gayle Peterson, Co-founder and Senior Managing Director of pfc Social Impact Advisors.