Members Only Luncheon - Doing Well By Doing Good – How Family Offices Invest for Impact & Financial Return

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Doing Well By Doing Good – How Family Offices Invest for Impact & Financial Return

Driven in large part by next-gen/millennial wealth inheritors, family offices are increasingly seeking out investment opportunities in companies that provide a measurable social or environmental impact, in addition to a financial return. What does this mean for dealmakers? Find out the hottest sectors for family offices and meet some of the investors who are leading the charge and making an impact.

Our family office panel will address some of the following questions:

•  How do family offices approach impact investing?
• Where do family offices go to find and source deals?
• What makes a good impact investment?
• What are some of the challenges for families looking to make impact investments?
•  What are some of the hottest sectors?

              o Economic Empowerment/Poverty Alleviation
              o Advancing Women & Girls
              o Sustainable Food & Agriculture
              o Renewable Energy/Climate Change
              o Education
              o Sustainable & Ethical Fashion
PANEL:
Moderator, Carolyn Allwin, Managing Director, Elysian Advisers
Seung Bak, Co-Founder, Luvie Holdings
Howard Fischer, Co-Founder & Chief Evangelist/Gratitude Railroad; also CEO & Founding Managing Parter/Basso Capital
Adam Goodfriend, Co-founder & Chief Investment Officer, The Alberleen Group
Dina Said Dwyer, Managing Director, Eden Capital
Jason Scott, Co-Managing Partner, Encourage Capital

Event Chair - Marcia Nelson, Alberleen Family Office Solutions