ESG for Impact Conference Recap

October 15, 2021

For those not aware of the history of ESG and impact investing, for over two decades, the industry’s main annual conferences for professional investment advisors focusing on Socially Responsible Investments, were hosted by First Affirmative Financial Network and the USSIF.

This year we are proud to have participated once again as an integral part of this long lineage of prestigious events, with two professionals from our team speaking as expert panelists and one of our Principal Advisors featured as a plenary guest speaker.

The conference organizing committee decided to name the event “ESG for Impact: Pioneers, Innovators, Disruptors” as a way to distinguish itself from other similar gatherings that have popped up over recent years. There really isn’t an event out there that offers such a depth of resources and decades of wisdom and best practices specific to advisors serving the socially responsible investment community.

Susan’s session was focused on how advisors can more deeply integrate ESG practices into their portfolios and Monica offered an in-depth analysis of private, direct impact investments currently available in the marketplace. In addition, as part of our efforts to support the BLM movement, we sponsored a booth for Justice, Equity, Diversity and Inclusion (JEDI) and included thematic titling in our sessions on the community and impact tracks to raise awareness and foster continued discussions on how we can all do better.


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