Impact_Investing_2014

Registration Includes Impact Investing Workshop

EFO_2014

 

 2013 Sponsors


APMEX Abrams Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP is recognized throughout the New York metropolitan area as one of the region’s most trusted teams of savvy and skillful lawyers. The firm is appreciated for its knowledge, insight and practical experience across a broad range of legal and business issues. Clients trust Abrams Fensterman’s uncommon, firm-wide passion to exceed traditional expectations and its record of achieving outstanding outcomes for all clients, large and small. 

 APMEX APMEX is one of the nation’s largest Precious Metal retailers offering transparent buy/sell pricing coupled with 24/7 web access and knowledgeable telephone assistance.
With more than 5,000 different Gold, Silver, Platinum and Palladium products, APMEX can meet your diversification plan with the proper mix of price, liquidity and portability, including products suitable for IRAs.
Your clients also have the option to take physical delivery or store in a secure, private facility via a wholly owned subsidiary of APMEX (www.cgdsi.com). All storage is managed by BRINK’s and located in a high-security BRINK’S facility.
Please call APMEX at 800-375-9006 for additional information.

 Christie’s Fine Art Storage Services Christie’s Fine Art Storage Services (CFASS) is the world’s premier storage provider for fine art, antiques and collectibles, with facilities in London, New York and Singapore FreePort. Our state-of-the-art, newly opened New York facility offers different types of storage options to suit clients’ needs, as well as a host of related white-glove services. By leveraging CFASS London’s 25 year storage experience as well as Christie’s renowned expertise with art and art handling, CFASS New York serves as the smart storage partner for collectors, galleries, institutions and advisors.
We recognize that art comes in many forms and store a wide variety of valuable property: paintings, sculpture, prints, porcelain, automobiles, furniture, fashion, jewelry, manuscripts or other important items.
For more information, or to watch a video tour, visit www.cfass.com

FiTek Fi-Tek is a premier product focused financial technology solutions and services Company. Our product platforms address complex needs of financial services providers in the Wealth Management and Alternative Investments domain. We have a proven track record in successfully serving some of the top notch, blue-chip clients in this arena, who have remained with us for years. We have catered to their changing requirements with the requisite flexibility & nimble-footedness, which has enabled us to curve our niche & achieve the distinction in this highly competitive industry. Some of these clients have also been our partners in progress, rendering valuable domain knowledge & business insight.

MPA Managed Portfolios Managed Portfolio Advisors is an investment advisor focused entirely on portfolio implementation. Equipped with powerful technology and staffed with experienced portfolio managers, MPA is uniquely positioned to provide optimal execution of investment plans. The investment landscape has grown in complexity with the increased use of alternatives, multiple investment vehicle types, higher volatility, and the desire to proactively manage risk. These factors can make it challenging to execute investment plans efficiently and monitor and control risk across the entire portfolio. MPA addresses these challenges with Integrated Portfolio Implementation SM, a centralized implementation solution that delivers tremendous benefits to plans and stakeholders.

Prakash Prakash Ellenhorn www.prakashellenhorn.com is a private psychosocial rehabilitation and psychiatric treatment program in Cambridge and Arlington, MA. We offer an effective treatment alternative to adult clients experiencing a full range of psychiatric issues that impede their growth.  Community-based, with a residential option, we offer our services “without walls”, responding to our clients’ needs with a flexible multi-disciplinary team approach while they live in non-institutional settings. We view each client as our partner in the treatment process, rather than a passive recipient of services. Clients are expected to play an active role in their own treatment, empowering them to successfully regain control of their life and live successfully in the community.
Founded and operated by a psychiatrist and a social worker/sociologist in 2005, Prakash Ellenhorn combines the best of psychosocial and psychiatric treatment in an innovative and client centered way.  Using the evidence-based “best practice” PACT model, our intensively staffed multidisciplinary mobile teams offer a highly individualized and holistic range of services to each client living in the community or in our staffed residence.

Private Client Resources Private Client Resources (PCR) was founded in 2000. It serves Family Offices, RIA firms and Private Banks, is the recipient of the 2012 and 2013 PAM Award for “Most Innovative Private Bank Provider”, and the 2013 Family Office Review Award for “Best Family Office Technology Provider”. PCR offers innovative tools and services that deliver a broad range of capabilities and customized solutions, including high-quality aggregated data for both traditional and alternative investments, premium client reporting with full multi-currency, document management, research and risk analytics.  www.pcrinsight.com

Sierra Founded in 1987, Sierra currently manages over $1.8 billion in separate accounts and mutual funds, designed to serve the needs of retirees and other conservative investors.  Sierra uses a globally-diversified tactical style, with proven risk-mitigation disciplines, and has achieved exceptional results across market cycles.
The twin goals of Sierra’s core strategy are (1) to average 8%-10% over a market cycle (2) while at the same time limiting downside risk to 4%-5%. 
Fact Sheets on the two Sierra mutual funds can be viewed at www.SierraMutualFunds.com.  For further information on the funds or separate managed accounts, call Whitney McDonnell at 1-855-556-1295 or email [email protected]
April 2013

 TD Ameritrade TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to nearly 4,500 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow their businesses more efficiently and effectively, while optimizing time spent with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and help their clients reach their financial goals.  Learn more at tdainstitutional.com or call us at 800-934-6124.
TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA

TIAA Cref TIAA-CREF
For nearly a century TIAA-CREF has been committed to delivering solid financial results to help investors achieve their financial goals. Through our experience over many market cycles and economic environments, we’ve taken a disciplined, long-term approach to managing investments. With $523 billion in combined assets under management (as of 6/30/2013), our diverse strategies draw on the expertise and forward-thinking perspectives of over 300 investment professionals. To learn more about how TIAA-CREF Asset Management can help you reach your investment goals, visit www.tiaa-cref.org/assetmanagement

TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc., members FINRA distribute securities products.
C9640

Yellowbrick Yellowbrick www.yellowbrickprogram.com, located in Evanston, IL, is a private, physician-owned and -operated psychiatric health-care organization whose mission, since its founding in 2005, is to provide a full-spectrum, specialized approach to the emotional, psychological and developmental challenges of emerging adults ages 18-30.  We operate from a research-based care model that combines the most current contributions of neuroscience, innovative psychotherapies, strength-based rehabilitation strategies and wellness medicine. Guided by skilled, experienced and compassionate professionals who are dedicated to accountability and outcome, Yellowbrick offers in depth treatment on a residential platform to address the unique developmental needs of these emerging adults and also accepts clients for an intensive 3 day assessment.    

 
Media Partners

HNWI High Net Worth Insight™ helps asset/wealth managers, broker dealers, financial advisors, and other financial services professionals research new prospects and track and leverage their existing client base to generate referral opportunities.
  • Detailed profiles on over 2 million high net worth individuals, including:
  • Contact Information
  • Biographical information
  • Proprietary wealth score to estimate liquid net worth
  • Insider trading activity
  • Recent liquidity events
  • Political contributions
  • Foundation and endowment involvement
  • LinkedIn matching

Investors Business Daily Founded in 1984 by investor and entrepreneur William J. O’Neil, Investor’s Business Daily (IBD®) provides individual and professional investors essential market-timing analysis, top performing lists and proprietary ratings to help them identify true market leaders. The information is delivered through IBD’s leading-edge investing products and innovative investor education programs.  IBD created the world’s first stock database in the 1960’s to compare and rate stocks based on performance criteria to find emerging leadership.  Today IBD tracks data on over 8,000 publicly traded companies and is used by over 600 institutional investors worldwide.  IBD not only helps investors zero-in on emerging growth investments, but provides the buy and sell rules to properly execute trades to minimize risk and maximize profit potential.

 

 

 

 

 

 

 

 

 

 

 

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