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The rich are getting richer, and inequalities are growing. What are they doing about it?

Erin Duddy July 6, 2022

An invitation for a candid discussion with ultra-high net worth (UHNW) impact investors. CSP and will bring impact investors from their community to discuss their journey for how they are working to reduce social inequities through their investing, and the session attendees will be encouraged to ask questions and give feedback. We will engage in the questions of “what are the leading practices for UHNWI’s and family offices” and, “as the generational wealth transfer comes about, how will the impact investment sector change?”, especially as they relate to reducing social inequity.



Meta Themes

  • Power and Capital

  • Deliver Equity and Inclusion


Impact Investing, Philanthropy, Values-Aligned Investing

Purpose and Desired Outcome

Share leading impact investing practices relating to social inequities for UHNWI’s and family offices from a recent report as a starting point for a broader discussion on what’s needed next.


  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Asset Managers

  • Intermediaries (Financial Advisers, Investment Bankers)

  • Academia

  • Government


  • NameJim Chowdry
  • TitleImpact Investor
  • OrganizationChowdry Family Office
  • StatusConfirmed
  • NameErin Duddy
  • TitleDirector
  • OrganizationCSP North America
  • StatusConfirmed
  • NameFrancesca Spoerry
  • TitleHead of Trainings and Outreach
  • OrganizationCenter for Sustainable Finance and Private Wealth
  • StatusConfirmed
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