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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 one of the 17 Sustainable Development Goals w/ luminaries in the Financial Services Industry

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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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