Events

On July 17, Director Jeff Scheer will speak at the Impact Capitalism Summit in Nantucket, MA, hosted by Big Path Capital. The panel, “State of Market: What are clients looking for?” will dive into impact themes that most resonate with clients, current dynamics shaping clients’ interests, new strategies clients are looking for, as well as quantity and quality of impact investing opportunities.

Jeff Scheer, Director, will moderate the “ESG Investing Public Securities Panel” at a Sustainable Investing Solutions (SIS) event on July 9 in Boston, MA.

Matthew Fleissig, President, spoke at the “Executive Roundtable: Growth Strategies for Success” session of the BNY Mellon | Pershing RIA Symposium in New York City on June 27.