Events

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On November 12-13th, we launched 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, shared his strategy in owning your legacy and creating a meaningful community through positive social change and empowerment. This conference also covered 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.

 

On November 12th, Pathstone held its 2019 Impact Conference titled “Everyone Should Get it – ESG” which featured 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

The Impact conference lineup included 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 featured:

• 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.