Sessions eligible for CFP credits:
1) Introduction to basic sustainable investment concepts
2) Equities: Are impact managers the new activist managers?
3) Making an impact through fixed income
4) Advising Women & Millennials on Impact
5) Measuring Impact Performance
6) Advising and executing- building a total impact portfolio
7) Fiduciary considerations of impact investing
8) Private Equity and Impact
9) Impact in Real Estate
Sessions eligible for CIMA credits:
1) Introduction to basic sustainable investment concepts
2) Equities: Are impact managers the new activist managers?
3) Making an impact through fixed income
4) Advising Women & Millennials on Impact
5) Advising on Legacy & Transition
6) Measuring Impact Performance
7) Advising and executing- building a total impact portfolio
8) Fiduciary considerations of impact investing
9) Private Equity and Impact
10) Impact in Real Estate