Breakout Session: Family Impact and ESG Investing: Building a Holistic Portfolio
Overview
Brett Wayman, Vice President, Impact Investing, Envestnet
Joel Wittenberg, Former Chief Investment Officer, W.K. Kellogg Foundation
Moderated by Stephanie Simmons, Senior Relationship Manager, FOX
Both an institutional and a mainstream impact investor will clarify their different definitions of ESG versus impact investing, opportunities they see coming down the pipeline, as well as what impact investing strategy implementation roadblocks and successes look like. The discussion will also cover how impact investing due diligence is different from the standard due diligence process, and panelists will give their thoughts on how to measure impact investments through benchmarking and technology.