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How to Bridge the Generational Divide and Transition Your Sustainable Practice

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
Recorded Apr 11 2019 59 mins
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Presented by
Paul Ellis | Randy Kaufman, EMM Wealth | David Aaron, EMM Wealth | Glen Macdonald, Bronfman Rothschild
Presentation preview: How to Bridge the Generational Divide and Transition Your Sustainable Practice

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Sustainable Finance Knowledge for Financial Advisors
Each week, Paul Ellis discusses with his guest the details of how her or his participation in sustainable finance is disrupting "business as usual" in the investment and/or advisory industries.

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  • Title: How to Bridge the Generational Divide and Transition Your Sustainable Practice
  • Live at: Apr 11 2019 2:00 pm
  • Presented by: Paul Ellis | Randy Kaufman, EMM Wealth | David Aaron, EMM Wealth | Glen Macdonald, Bronfman Rothschild
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