Once a foundation has decided to set out on the road to mission-related investing (MRI), the journey has just begun. The next step is to find the right partner: an investment advisor. The success of implementing a mission-aligned investment strategy can hinge on finding the right investment advisor to help guide an institution through the process. This teleconference will help equip funders with the right questions to ask your prospective, new, or existing investment advisors, with the goal of integrating your institution's environmental and/or social mission into a successful investment strategy.
Join Confluence for a funder-only webinar with practitioners as they share their own experiences, guidance on how to build the right MRI investment team, and an overview of Confluence's Impact Investing Advisor Resource Guide. There will be ample opportunity for questions and discussion.
SPEAKERS TO INCLUDE:
WHO IS ELIGIBLE TO PARTICIPATE?
Participation in this event is open to grantmakers and donors only, and is not open to investment advisors, grantseeking organizations, or students.
CONTACT
Sarah DeNicola
Membership Program Manager, Confluence Philanthropy
sarah@confluencephilanthropy.org
11/16/16 1:00pm — 2:30pm
Once a foundation has decided to set out on the road to mission-related investing (MRI), the journey has just begun. The next step is to find the right partner: an investment advisor. The success of implementing a mission-aligned investment strategy can hinge on finding the right investment advisor to help guide an institution through the process. This teleconference will help equip funders with the right questions to ask your prospective, new, or existing investment advisors, with the goal of integrating your institution's environmental and/or social mission into a successful investment strategy.
Join Confluence for a funder-only webinar with practitioners as they share their own experiences, guidance on how to build the right MRI investment team, and an overview of Confluence's Impact Investing Advisor Resource Guide. There will be ample opportunity for questions and discussion.
SPEAKERS TO INCLUDE:
WHO IS ELIGIBLE TO PARTICIPATE?
Participation in this event is open to grantmakers and donors only, and is not open to investment advisors, grantseeking organizations, or students.
CONTACT
Sarah DeNicola
Membership Program Manager, Confluence Philanthropy
sarah@confluencephilanthropy.org