Many of us struggle to identify the ways in which we can affect change in the world. It is obvious and easy to some, yet daunting to others. This panel will explore insights to enlighten, educate, inspire and motivate the audience in the quest for living an engaged and purposeful life by sharing their own experiences philanthropic action prompted by a health crisis, investing using a socially responsible approach, and through community involvement.
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A growing number of wealth owners around the world are actively involved in impact investing, supporting innovative, commercially viable solutions that drive transformation into a more just and sustainable society. In her new study, Catalyzing Wealth For Change, A Guide to Impact Investing for ultra-high net worth individuals, family offices, foundations and businesses, Dr. Balandina Jacquier explains the field, and provides the insights needed to make informed, confident decisions.
There are a number of trends enabling innovators in ways and at speeds never before experienced. Today’s creators are enabled to develop innovative products, manufacture them, and get them to market at an unprecedented pace. What is known as the “Maker Movement” is empowering thousands of innovative revolutionaries throughout the country.
You’ve created a great trust structure, but is the family interested and engaged? To garner buy-in, interest, and commitment from the family the trust company structure must be designed in a way that is both functional and empowering for current and rising generations. In this webinar, Thomas C. Rogerson, Senior Managing Director and Family Wealth Strategist, Wilmington Trust illustrated how to strengthen structures within partnerships, how to keep the trust company relevant for future generations, and how and where processes and services should be outsourced.
Facebook. Twitter. Instagram. How do you balance the need for privacy with the reality of 24/7 social media as a way of life? This session outlines strategies and practices that every family office should consider to keep your family and your family information safe.
With record levels of dry powder, and a larger number private equity firms competing for deals, private capital markets have become increasingly efficient. In this session, we discussed whether there is still value to be had and if so, where and how families can access it.
In this unique presentation, Denise Shull and Bill Long will outline a radical view on the role of feelings and emotions in investment decisions. While conventional wisdom tells us to “remove the emotions” when it comes to investing, Denise Shull, drawing upon her years of study in neuroscience and her extensive trading experience, will explain the basics of neuroscience and how to re-think your thinking about market risk.
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.
Constance Freedman has invested in more than 40 technology companies and helped bring them to market by partnering with over 300 executives and corporations. Based on her extensive experience, Constance will lead an interactive dialogue highlighting venture strategies of several of the SaaS-based technologies in digital media, fintech, business services, big data and B2B investment in which she engages.
The water industry is among the world’s largest and most essential, yet water industry economics remain under-appreciated and largely misunderstood by most investors. Water Asset Management's public and private equity water experience provides insights into an industry with exceptional long term growth drivers and pricing power. The discussion will focus on public and private equity investment opportunities in water companies and assets that provide returns, solutions and impact.