About this Event
Calling all Financial Advisors and Investment Consultants interested in making a positive social or environmental impact! The question for the roundtable is how to engage more High Net Worth Individuals in impact investing. Whether it's your passion or your desire to help your clients invest in line with their values, let's discuss roadblocks and successful strategies. Feel free to bring your clients, too. Private wealth managers, family office staff, and consultants are all welcome. We'll also save time for the regular roundtable introductions and idea exchange.
Doors open at 8:30 AM. Discussion starts at 9:00 AM.
Hosted by the Mortenson Family Foundation.
Free parking and convenient access.
A light continental breakfast and beverages will be provided.
Cogent Consulting PBC holds these roundtables as part of our public benefit company mission. Our intention is to make impact investing the norm, not the exception. As we only accept institutional clients and we don't accept individuals as clients, this is not a marketing event. We welcome all to join the movement!
Event venue & nearby stays
Mortenson Family Foundation, 700 Meadow Lane North, Minneapolis, United States
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