As we enter 2025, the world is navigating an escalating climate crisis and growing social inequities amid changes in government leadership globally. The impetus to express one’s passions, purpose, and legacy through individual means has never been stronger. This event will feature the financial, impact, and legal aspects of building a values-aligned investment portfolio as well as a case study of how an investor s navigating this space. Finally, the event will close by offering tangible action steps that attendees may take to leverage investments, engagement, and philanthropy as tools in achieving their impact goals.
Location:
Glenmede | 1650 Market Street
Philadelphia, PA 19103
Guests are welcome to arrive at 4:30 p.m. for light fare and networking. The formal presentation will begin promptly at 5:15 p.m. Guests will also have an opportunity to continue networking once the program concludes.
Moderator:
Angela Curry | Chief Compliance Officer | Bentley Systems | Forum Member
Panelists:
Julia Fish | Managing Director, Sustainable & Impact Investing | Glenmede | Forum Member
Kelly Gibson | Partner & Co-Leader of Securities Enforcement Practice | Morgan Lewis | Forum Member
Karyn Polak | Principal | InLocalyst | Forum Member
This program is sponsored by Glenmede.
