Is your investing strategy undermining your philanthropic efforts?
Join us in a conversation with economist, lawyer, and buy local movement advocateMichael Shuman, on how investing in companies that align with your charitable goals can grow your assets.
Our purpose is to bring together families and their advisors who have assets under management in a foundation or our thinking of setting up a foundation for two days of thought provoking commentary. The discussion will be centered on how assets managed and invested in sustainable companies can grow your portfolio without offsetting your philanthropic efforts.
Our goal is to start the conversation on asset management for growth in foundations focusing on sustainable businesses/social enterprises and to provide tools for families to have the conversation at their family council meetings and for conversations with their advisors. This would also be a resource for advisors to draw upon for when families bring this forward.
You can buy tickets for Sat or Sun or for the 2 days.