Events

On November 12-13, Pathstone will host a two-part conference, dedicated to Impact (Day 1) and the next generation (Day 2). This year’s Impact Conference will emphasize why we believe Everyone Should Get it—ESG.  In addition, we will launch our new FuturePath initiative that is designed to empower the next generation to take an active role in their financial lives and increase their financial acumen.’ Details to follow in the coming weeks.

Donna Szeto, Pathstone Director, spoke on the “Incorporating Diversity & Inclusion into Investment Strategy” panel at the ESG Investing: Gender, Diversity & Inclusion Forum in New York, NY.

Pathstone Managing Director, Mark Peters, participated on a panel tasked with “Breaking Down ESG Strategies” at the Opal Family Office & Private Wealth Management Forum in Newport, RI.  This panel provided their views on how investors are putting money to work with an ESG lens, and how these strategies are implemented across asset classes.