SOCAP19 - Democratizing Impact Investing, One Financial Advisor at a Time
Channel: SOCAP Global
Date: 2019-10-23

Financial advisors play a key role in democratizing impact investing for the retail market. “Mass affluent” clients account for the majority of the $25 trillion in U.S. professionally managed assets, and these clients are supported by an army of over 310,000 advisors. This panel will explore the ways in which large institutions and new tech-based entrants are upping their game to provide advisors with impact investing access and education as never before.

Speakers: 
Christina Leijonhufvud -- Tideline
Jackie VanderBrug -- Bank of America
Jamie Martin -- Morgan Stanley
Josh Levin -- OpenInvest
Rehana Nathoo -- Spectrum Impact
Adam Connaker -- Rockefeller Foundation

http://socialcapitalmarkets.net
 
SOCAP19 - At The Intersection of Money and Meaning
Fort Mason Center, San Francisco, CA
October 22-25, 2019