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July 2014 Speaker Presentations Click the session name to download the presentation slides |
| 9:40am – 10:30am |
Multi-funding Impact Investments Fund managers can work together for results Chat Reynders, Reynders, McVeigh Capital Management Steve Schueth, First Affirmative Financial Network Adam Seitchik, Arjuna Capital
Accepted for CIMA designations |
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| 11:00am – 11:50am |
Aligning Your Clients' Vision How to effect missions and investments. John Coyne - Brinker Capital Accepted for CIMA designations |
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| 11:50am – 12:40pm |
Calling on Community Capital It isn't just politics: good investing can be local, too. Justin Conway - Calvert Accepted for CIMA designations |
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| 12:40pm – 1:30pm |
Luncheon Address Dr. Dan Carlin - WorldClinic Accepted for CIMA designations |
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| 1:30pm – 2:20pm |
Millennials & Impact Investing Why the next generation of investors wants money to mean more than just profits. Jennifer Kenning - Aspiriant Accepted for CFP Board Credit and CIMA designations |
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| 2:20pm – 3:10pm |
Profiting from Impact Investing A different look at impactful sectors. Gloria Nelund, TriLinc Global Accepted for CIMA designations |
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| 3:30pm - 4:20pm |
An Impact Investment Case Study Impact investing from idea to exit strategy. Ron Homer - RBC Global Asset Management Accepted for CFP Board Credit and CIMA designations |
