AT THIS CONFERENCE, WE WILL EDUCATE ADVISORS:

ALL ADVISORS TO HNW, NONPROFITS, BUSINESS will learn how making impact investing a central part of their practice can open doors for them to:

  1. Attract new clients (HNW individuals, for-profit companies and nonprofits) while better retaining their existing clients.
  2. Generate new types of revenue. Impact Investing helps clients satisfy their desire to make a difference while building assets. 

WEALTH ADVISORS will learn:

  1. Impact investing strategies and how they can increase the “triple” impact of an investment (its social impact, it’s financial return (for the risk taken), and the personal--non-financial--benefits received by the investor from the investment.)
  2. How to manage private capital so as to charge a higher asset based fee for asset management.
  3. How they prepare and charge a planning retainer for strategic impact investment planning as they would a financial plan or investment plan.
  4. How they can charge fees for serving a social enterprise as its CFO or CIO.

ATTORNEYS will learn how impact investing requires competent legal counsel in unique entity formation and securities law, how structuring investments to avoid problems with unrelated business tax.
 
ACCOUNTANTS will learn the many unique tax and reporting issues associated with impact investing where specialized tax counsel and accounting are needed. This is especially true of taxation of different types of entities used in impact investing, the effect of UBTI, how to avoid it, and how to measure and report social impact. Like financial advisors, they will learn:

  1. How they prepare and charge a planning retainer for strategic impact investment planning as they would a financial plan or investment plan.
  2. How they can charge fees for serving a social enterprise as its Chief Accounting Officer.

LEADERSHIP CONSULTANTS will learn:

  1. The unique style of leadership required in a “social enterprise” that is training managers and employees in “purpose” oriented leadership.
  2. How leadership through impact investing can inspire the next generation of affluent families.