The Welcome Intensive is a two-day retreat style introduction to the concepts of impact investing in an expert-led, small group setting. Registration includes Monday afternoon’s Welcome Intensive and Tuesday morning’s Welcome Track workshops. This program is for asset owners new to impact investing and offers a unique opportunity to dive into the Confluence community with a cohort of new peers and allies.
The Intensive begins prior to the main Practitioners Gathering on Monday afternoon with a half-day training led by Patricia Farrar-Rivas, CEO, Veris Wealth Partners, and Jeff Scheer, Director, Pathstone Federal Street. Special guests will lead workshops about fiduciary duty, talking to your investment advisors, and other topics critical for new impact investors to know. After this crash course about basic impact investing concepts and tools, participants will join the Practitioners Gathering morning workshops as a cohort of learners in the conference Welcome Track.
Please note that this training is not suited for investment professionals.
More information is available here.
03/13/17 12:00pm — 9:00pm
The Welcome Intensive is a two-day retreat style introduction to the concepts of impact investing in an expert-led, small group setting. Registration includes Monday afternoon’s Welcome Intensive and Tuesday morning’s Welcome Track workshops. This program is for asset owners new to impact investing and offers a unique opportunity to dive into the Confluence community with a cohort of new peers and allies.
The Intensive begins prior to the main Practitioners Gathering on Monday afternoon with a half-day training led by Patricia Farrar-Rivas, CEO, Veris Wealth Partners, and Jeff Scheer, Director, Pathstone Federal Street. Special guests will lead workshops about fiduciary duty, talking to your investment advisors, and other topics critical for new impact investors to know. After this crash course about basic impact investing concepts and tools, participants will join the Practitioners Gathering morning workshops as a cohort of learners in the conference Welcome Track.
Please note that this training is not suited for investment professionals.
More information is available here.