We interviewed private wealth manager Jesse Clinton, who serves as Senior Partner and Managing Director of VERITAS Private Wealth Group at Snowden Lane. Jesse shares his insights about the ever evolving impact space, his personal interest in impact, and the tools and resources advisors should know.
We believe the financial services industry has the tools to solve some of the world's biggest challenges. Total Impact is an event is for all investment advisors and wealth managers who want to gain actionable, executable information on impact investment and investors who are interested in aligning their portfolios with their social values.
This article was originally posted by Alliance Bernstein, here by Dan Roarty
Tackling global poverty requires more than just charity. Investors can contribute to the effort—and find good sources of return potential—by focusing on companies that behave ethically or provide solutions to key poverty-related challenges.
In the months leading up to Total Impact we will be interviewing key leaders in the space who have partnered with us to help grow the impact investing space through this event. This week we spoke with angel investor John Moore, who serves as the Executive Chair of ImpactPHL.
In the months leading up to Total Impact we will be interviewing key leaders in the space who have partnered with us to help grow the impact investing space through this event. This week we feature our conversation with John Morris, Managing Partner & Board Member of Intentional Media and a member of the Good Capital Project Design Lab.
The GCP (a SOCAP initiative) has invited impact investing pioneers and experienced practitioners including Jim Sorenson, Sorenson Impact Center; John Moore, Investors' Circle; Brian Trelstad, Bridges Fund Management, and others to share their expertise with Total Impact attendees. This event is designed for financial advisors and investors who want to create social impact within their portfolios, but need a better understanding of today’s best practices, executable strategies and ideas to incorporate impact into portfolios.