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Blog Archives: June 2018

• Advisors Forum 2018: Investing in Equity, Non-Violence, and Inclusion

June 25, 2018
In the last session of the 2018 Advisors Forum, Geeta Aiyer, CEO of Boston Common Asset Management (pictured right), invited attendees to think more deeply about how they, as investors, can support equity, non-violence, and inclusion. Stressing the importance of non-violence, a term that most often is supplanted with equity, she shared a quote from Thurgood Marshall, “The law can push open doors, and tear down walls, but it cannot build bridges. That job belongs to you and me.” Geeta was joined by two investors who specialize in building ...

• Advisors Forum 2018: How Families Push Investment Boundaries: A Discussion With the Blue Haven Initiative and Cordes Foundation

June 25, 2018
High net worth families face uniquely complex investment challenges, such as navigating family dynamics and legacy issues. At the same time, they often have more opportunity than other institutional investors to take risks and push boundaries. To explore how visionary families build innovative investing practices, Robyn Polansky Morrison, Director of Impact Advisory at Align Impact, sat down with Ron Cordes, Co-Founder of the Cordes Foundation; Eric Stephenson, Portfolio Director of the Cordes Foundation; and Liesel Pritzker, Co-Founder of ...

• Solutions to Scaling Capital for Investment Opportunities

June 25, 2018
Confluence Philanthropy’s Advisors Forum is a two-day convening focused on accelerating the field currently known as impact investing. The event is geared for our Advisor Members and prospective members, who share the understanding that all investments have impact. Our collective goal is to ensure that all investments consider social and environmental outcomes and that these considerations be mainstream. We know that such practice does not denigrate financial return and that, over time, attention to these criteria strengthens performance....

• Advisors Forum 2018: Behind Closed Doors: What Investors and Managers Really Think About Deal Flow

June 25, 2018
Confluence Philanthropy’s first annual Advisors Forum brought together 100 attendees at Thomson Reuters in Times Square in June 2018, starting with an afternoon discussion for members only. Opening the event, Confluence CEO, Dana Lanza, shared, “After nearly a decade of supporting foundations and families in aligning mission and values with their financial resources, we have come to realize that Advisors play a critical role in unlocking this capital.  The Advisors Forum is a courageous first effort to connect with you in a new way. If we all ...

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