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Opal Group is happy to announce the return of the 7th annual ESG & Impact Investing Forum. ESG and Impact investing is an approach that seeks to create positive social and environmental impact alongside a financial return.

Today, we see an increase in companies increasing their mission-driven and communication along ESG principles, to attract a values based workforce, investor base, and like-minded consumer. Impact investing strategies are proving to be able to generate returns in line to their traditional counterparts. Over the next three decades, it is estimated that over $68+ trillion will transfer from baby boomers to Millennials. As we move to the next generation of investors, we are finding more companies aligning their beliefs, operation, and communication strategies with that of the Millennials & Gen X.

The ESG & Impact Investing Forum will look at many of the asset classes that encompass this space. We invite you to join us and meet top influencers, experienced investors, money managers, and service providers that are leading the charge in this ever growing space. Themes of defining impact investing, portfolio construction, asset class opportunities, comparing ESG vs Impact trends and the role of the investor are just a few of the stimulating topics to be covered at this event.

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SPEAKERS
Tami Kesselman
Tami Kesselman

Impact Strategist & Executive Coach, Next Gen Success LLC

James Rosebush
James Rosebush

Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group

Glen Macdonald
Glen Macdonald

Senior Vice President, Morgan Stanley

Harvey Briggs
Harvey Briggs

Chief Communications Officer, Force Family Office

Mackinley Ross
Mackinley Ross

Analyst, Portfolio Management, Equities, Cooper Family Office

Howard Cooper
Howard Cooper

Chief Executive Officer, Cooper Family Office (SFO)

Thomas Haug
Thomas Haug

Chief Executive Officer, Managing Member, Aspen Tree Advisory

Laurie Lane-Zucker
Laurie Lane-Zucker

Founder & Chief Executive Officer, Impact Entrepreneur, LLC

Richard Marker
Richard Marker

Co-Principal, Institute for Wise Philanthropy

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