How to Bridge the Generational Divide and Transition Your Sustainable Practice

Presented by

Paul Ellis | Randy Kaufman, EMM Wealth | David Aaron, EMM Wealth | Glen Macdonald, Bronfman Rothschild

About this talk

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

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (278)
Subscribers (4037)
Investors and advisors can learn everything they need to know about sustainable finance as Paul Ellis interviews leaders in the field.