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Mission Related Investing Learning Intensives



This is a two-day training for foundation fiduciaries new to impact investing. The Intensive begins prior to the Practitioners Gathering on Tuesday March 8, 2016 with a half-day, retreat style introduction to the concepts of impact investing and an overview of fiduciary duty in a small group setting. A light-hearted dinner is followed by day-two, during which participants will join the pre conference Basic workshops as a cohort of learners. The Intensive concludes with facilitated reflection and sharing over drinks on Wednesday afternoon with Dana Lanza, CEO, Confluence Philanthropy and the program trainers. The intensive is led by Patricia Farrar-Rivas, CEO, Veris Wealth Partners and Jeff Scheer, Senior Client Advisor, Federal Street Advisors with special guests.

This is a fun and engaging way to dive into the Confluence community with a cohort of new peers and allies.

Please note that this training is not suitable for investment professionals.

For more information check our conference website here.

More Intensives to be Announced