Breakout 1A - Impact Investing: Moving Beyond Talk - A Practitioner's Perspective

Impact investing continues to garner increasing attention in the financial media and amongst the investing community. While generating shared consensus and arriving at the decision to invest in line with your family values is a great accomplishment, many families face challenges when it comes to moving beyond conversations and formulating an actual implementation plan with key advisors. Raúl Pomares and Stuart Davidson will highlight a framework families can follow to implement impact, discuss a case study of a family who has successfully made this transition, and share investment examples across asset classes that fit a variety of families' investment considerations.