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Boston

Nov 13, 2019

Pathstone’s FuturePath Launch

On November 12-13th, we will launch our new FuturePath initiative designed to empower the next generation to take an active role in their financial lives and increase their financial acumen. Keynote speaker Chris Schembra, Broadway Producer, Entrepreneurial Advisor, and Founder of 7:47 Club, will share his strategy in owning your legacy and creating a meaningful community through positive social change and empowerment. This conference will also cover several topics relevant to the next generation investors and stewards of multi-generational wealth, including:

  • Living within your means
  • Navigating Life Events
  • Investments 101
  • Starting a Business
  • Multi-Generational Discussion on Family Dynamics (this session will take place on November 12th)

Click to see full FuturePath Conference agenda.

This conference is by invitation only, and space is limited. Please look for registration details in your inbox.  If you did not receive an email and are interested in attending, please request an invitation by sending a note to events@pathstone.com.

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Upcoming events

Nov 13,2019

Boston

Pathstone’s FuturePath Launch

Boston, MA (Seaport Hotel)

On November 12-13th, we will launch our new FuturePath initiative designed to empower the next generation to take an active role in their financial lives and increase their financial acumen. Keynote speaker Chris Schembra, Broadway Producer, Entrepreneurial Advisor, and Founder of 7:47 Club, will share his strategy in owning your legacy and creating a meaningful community through positive social change and empowerment. This conference will also cover several topics relevant to the next generation investors and stewards of multi-generational wealth, including:

  • Living within your means
  • Navigating Life Events
  • Investments 101
  • Starting a Business
  • Multi-Generational Discussion on Family Dynamics (this session will take place on November 12th)

Click to see full FuturePath Conference agenda.

This conference is by invitation only, and space is limited. Please look for registration details in your inbox.  If you did not receive an email and are interested in attending, please request an invitation by sending a note to events@pathstone.com.

Nov 12,2019

Boston

Pathstone’s 2019 Impact Conference

Boston, MA (Seaport Hotel)

On November 12th, Pathstone will hold its 2019 Impact Conference titled “Everyone Should Get it – ESGwhich will feature top investment managers and philanthropists, discussing how to activate your whole portfolio.

When we say “Get it” we mean:

  • Understand why Environmental, Social and Governance perspectives make economic sense
  • Understand how investment managers incorporate ESG into their processes
  • Be open to hiring exceptional ESG investment managers
  • Look to measure ESG across investment strategies

We are excited about the Impact conference lineup, which includes top executives from leading investment firms, such as Breckinridge Capital Advisors, Boston Common Asset Management, Parametric, Summit Partners, The Ecosystem Integrity Fund, and New Energy.

This conference will feature:

  • Opening remarks from Ron Cordes of the Cordes Foundation on the topic of “ESG and Impact 1.0, 2.0, 3.0”
  • A fireside chat with Ira Ehrenpreis, a managing partner at DBL and board member of Tesla
  • Keynote speaker Twesigye Jackson Kaguri, who is delivering life-changing impact as founder of The Nyaka AIDS Orphans Project.

Click to see full Impact Conference agenda.

This conference is by invitation only, and space is limited. Please look for registration details in your inbox.  If you did not receive an email and are interested in attending, please request an invitation by sending a note to events@pathstone.com.

Previous events

Sep 24,2019

New York

Pathstone Managing Director, Jeff Scheer, will speak at Riskshift: Communicating Climate Risk to Investors event.

New York, NY

Managing Director, Jeff Scheer, will lead the interactive inquiry and closing remarks at Confluence Philanthropy’s Riskshift: Communicating Climate Risk to Investors event in New York City.