Paul Ellis | Randy Kaufman, EMM Wealth | David Aaron, EMM Wealth | Glen Macdonald, Bronfman Rothschild
Experts from EMM Wealth and Bronfman Rothschild discuss their approaches to sustainable and impact investment integration for multiple-generation, high net worth clients. Advisors and investors will learn:
How wealth advisors and foundations are using ESG risk and impact measurements to optimize portfolio strategies and participate in growth opportunities in the transition to a low-carbon economy.
How the divide between multi-generational investors can be bridged through ESG and Impact investing.
How sustainable and impact investing is changing the way strategic philanthropy integrates with overall portfolio strategy.
Panelists:
Randy Kaufman, Senior Vice President at EMM Wealth
David Aaron, Co-CEO and Chief Investment Officer at EMM Wealth
Glen Macdonald, Bronfman Rothschild Managing Director, Impact Investing Advisor