Impact Investing Advisor Forum - January 2019 - 25% Discount for Harvest Subscribers
Join us on January 17 for a one-day workshop with Jim Sorenson, a global impact investing leader, and other professionals from the Sorenson Impact Center. Far from ivory-tower academics, the professionals at the Sorenson Impact Center are steeped in the real-world of impact investment.
This event is for Financial Advisors committed to “staying ahead of the curve” and moving from theory to practice in implementing impact investing for their clients.
Attendees will gain expert insights and an understanding of:
- the pros and cons of impact investing, how impact is measured, and best approaches to engaging in conversation with clients, and
- the ways Financial Advisors are already successful and helping their clients.
Additionally, CFP® professionals will be awarded 7 hours of CE credits.
View program details, agenda, and speaker roster here .
Plus, Harvest subscribers receive a 25% discount off registration. To receive the discount, use the following code when registering.
IIAFHARVEST25
PAGE
|
1
I
MPACT
I
NVESTING
A
DVISOR
F
ORUM
JANUARY 17, 2019
SORENSON IMPACT CENTER | SALT LAKE CITY
,
UTAH
GARFF BUILDING
|
1731 E. Campus Center Drive, Salt Lake
City, UT 84112
AGENDA
8:30 AM
–
9:00
AM
Registration and Networking Breakfast
9:00 AM
–
9:30 AM
Paul Brown
Professor of Entrepreneurship & Strategy
David Eccles School of Business
,
University of Utah
Craig Pfeiffer
President & CE
O
Money
Management Institute
Opening Remarks and Course
Overview/Learning Objectives
9:30 AM
–
10:20 AM
Impact Investing: What it is,
H
ow it has
R
isen, and
K
ey
T
erminology
The essentials you need to successfully discuss impact investing with your clients, including a brief overview of the history
of impact investing and an introduction to key vocabulary and terms.
Paul Brown,
Professor of Entrepreneurship & Strategy, David Eccles School of Business, University of Utah
10:20 AM
–
10:40 AM
Networking Break
10:40 AM
–
11:30 AM
Jeramy Lund
Managing Director,
Impact Investing
Sorenson Impact Center
How Real is the Impact Investing Phenomenon
and What are the Pros and Cons?
A deeper look at some of the myths and realities of impact investing, including
data on the size of the current and prospective marketplace, and the reasons why
impact investing could be a good or bad fit for particular clients.
11:30 AM
–
12:15 PM
Speaker
:
Kristina Van Liew
,
CIMA®
Managing Director
Institutional Consulting Director
Graystone Consulting
Morgan Stanley
Advisor Panel: Best Practices for Engaging Investors
A panel of successful private wealth advisors discuss why and how they have
engaged their clients around the topic of impact investing.
Mod
erator:
Craig Pfeiffer,
President & CEO, Money Management Institute
PAGE
|
2
I
MPACT
I
NVESTING
A
DVISOR
F
ORUM
JANUARY 17, 2019
SORENSON IMPACT CENTER | SALT LAKE CITY
,
UTAH
GARFF BUILDING
|
1731 E. Campus Center Drive, Salt Lake
City, UT 84112
12:15 PM
–
1:15 PM
Jim Sorenson
Founder
Sorenson
Impact Center
Luncheon with Guest Speaker
Mr. Sorenson is a globally recognized leader of the impact investing movement. He provided the
David Eccles School of Business at the University of Utah a $13 million gift in 2013 to create the
Sorenson
Impact Center, with a mission to cultivate students’ social impact expertise. He plays
an active role in supporting the Center and mentoring its student participants. After leading a
team that developed a high-
quality, low
-cost videophone that transformed communication
capabilities for 1,000,000 deaf individuals in the early 2000s, Mr. Sorenson realized that his
investments could ‘do well while doing good,’ and he hasn’t looked back.
1:15 PM
–
2:30 PM
Breakout Discussion Groups
•
Starting the
client conversation ... “having the talk”
-
TBD
•
Discovering the client’s heart and interest to engage ... “leading the horse to water”
-
TBD
•
Addressing client concerns ... being prepared for common client responses and questions
Kristina Van Liew,
CIMA®, Managing Director, Institutional Consulting Director, Graystone Consulting, Morgan
Stanley
•
Aligning investment th
emes and philanthropic interests ... and the client’s preferences
Lily Trager,
Executive Director, Director of Investing with Impact, Morgan Stanley Wealth Management
2:30 PM
–
2:45 PM
Networking Break
2:45 PM
–
3:10 PM
Report from Breakout
Groups
3:10 PM
–
4:
1
0 PM
Anna Snider
Managing Director
Head of Due Diligence
Chief Investment Office
Global Wealth & Investment Management
Merrill Lynch
Lily Trager
Executive Director
Director of Investing with Impact
Morgan Stanley
Wealth
Management
How to Ask Your Clients and Listening to
Their Answers
A more in
-depth discussion about the types
of solutions and investments available and
where advisors can find more resources to
better inform themselves and their clients
about impact investing. Topics include
ESG, direct investing and managed funds,
and popular, respected sources of
information.
4:
1
0 PM
–
5:0
0 PM
Final Wrap
-
Up
A summary of the Forum’s sessions and topics, time for questions and answers, and a discussion about the next steps to
success in impact investing.
Paul Brown,
Professor of Entrepreneurship & Strategy, David Eccles School of Business, University of Utah
Craig Pfeiffer,
President & CEO, Money Management Institute
PAGE
|
3
I
MPACT
I
NVESTING
A
DVISOR
F
ORUM
JANUARY 17, 2019
SORENSON IMPACT CENTER | SALT LAKE CITY
,
UTAH
GARFF BUILDING
|
1731 E. Campus Center Drive, Salt Lake
City, UT 84112
5
:
0
0 PM
–
5:
1
0 PM
Closing
Remarks and Course Evaluations
Paul Brown,
Professor of Entrepreneurship & Strategy, David Eccles School of Business, University of Utah
Craig Pfeiffer,
President & CEO, Money Management Institute
CE CREDIT
:
Attendees are eligible for 7.0 hours of CE
credit towards the CFP® designation.
Next
More from Money Management Institute Sustainable Investing Community
The most important insight of the day
Get the Harvest Daily Digest newsletter.
