The Complete Toolkit for Impact Investing

The Complete Toolkit for Impact Investing: This special half-day event is designed to complement SOCAP’s programming by teaching attendees how to apply professional best practices and institutional resources to their Impact Investing efforts. Conveniently located at Fort Mason and taking place immediately before SOCAP Kickoff, this event is being made available to SOCAP attendees for only $65, with lunch included. >>>View Full Details
Speakers and Topics:
Moderator:
Cynthia Muller, Director of Impact Investing, Arabella Advisors
The Opportunity Presented by Impact Investing:
Ron Cordes – Board Director, Impact Assets & Founder, Cordes Foundation
Overview of Impact Investing Ecosystem and Resources:
Amit Bouri, Managing Director, Global Impact Investing Network
Investment Sourcing and Due Diligence for Impact Investing:
John Goldstein, Managing Director, Imprint Capital Advisors
Marie Jorajuria, VP of Finance and Compliance, Equilibrium Capital Group
Portfolio Construction in the Presence of Impact Objectives:
Deb Wetherby, CEO, Wetherby Asset Management
Details:
When: October 1st, 11:30am – 4:00 pm
Where: Fort Mason Conference Center (Building A), San Francisco, CA
Learn more: http://bit.ly/R2zO3K