Sustainable Investing, Virtual Events & Programming

Impact Investing Deep Dive – How to Generate Impact Across Different Asset Classes

Friday, January 22 | 12:00 PM - 1:30 PM

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Cvent Transition Guide

Overview

Impact investing is often misunderstood. Is it a subset of investing or philanthropy? Come learn about how to incorporate impact investing into your investment strategy, and explore possible career paths in the impacting investing space.

With the recent COVID-19 public health situation and civil and political upheaval, many more high net worth individuals and family offices are asking themselves, “What more can we do with our wealth? Are there social benefits that can be achieved while building wealth?”

At the same time, many investment professionals, both those new to the industry and the veterans who have “seen it all,” are asking “What more can I do with my skills and training?”

Agenda

12:00 PM | OPENING REMARKS

Kuni Chen, CFA, Co-Vice Chair, Sustainable Investing Group, CFA Society New York


12:05 PM | PANEL DISCUSSION

Moderator

Louie Nguyen, CFA, Chief Investment Officer, Mission Driven Finance

Panelists

Ruby Bolaria, Director – Housing Affordability, Chan Zuckerberg Initiative

Gerald Pambo-Awich, Investment Officer, Mission Investments, Ford Foundation

Ethan Powell, CFA, CPA, Principal. Chief Investment Officer, Brookmont Capital Management, Founder, Impact Shares

Craig Metrick, CAIA, Chief Investment Officer, Cornerstone Capital Group


1:00 PM |  Q&A


1:25 PM | CLOSING REMARKS

Kuni Chen, CFA, Co-Vice Chair, Sustainable Investing Group, CFA Society New York

Additional Details

Learning Outcomes

  • Gain an understanding of different types of impact investing
  • Learn about impact investing career paths for recent graduates and seasoned professionals