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Previous events

Aug 06,2020

2:30 pm EST


Pathstone Managing Director Jeff Scheer will speak at the Family Office Investment Symposium

Portfolio Construction Strategies

Jeff Scheer will speak on the “Creating an Impact Portfolio: Total Portfolio Construction Strategies” panel at the virtual Family Office Investment Symposium hosted by Opal Financial.

Jul 21,2020


Pathstone President Matt Fleissig will speak at Virtual Advisor Summit panel

Business Planning

Matt Fleissig will speak on “After the Deal is Done: Navigating the complicated field of M and A is only the beginning” panel at the Virtual Advisor Summit hosted by IC Summits.

Jul 08,2020


Pathstone’s Jeff Scheer, Managing Director, will speak at ESG Investment Forum panel

ESG and Impact Investing

Jeff Scheer will be a speaker on the “Manager selection with ESG considerations” panel at Opal Financial’s virtual ESG Investment Forum 2020.