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  • FPA of GP Field Trip: Desert Botanical Garden

FPA of GP Field Trip: Desert Botanical Garden

  • Wednesday, October 25, 2017
  • 3:00 PM - 6:00 PM
  • Desert Botanical Garden: 1201 N Galvin Parkway

Registration


Registration is closed

Impact Investing in Public Markets


Does Socially Responsible Investing trade alpha for good intentions?


This Field Trip is approved for 1.5 hours of CFP(R) Continuing Education



 
Presenting:

Arina Abbot,
Green Alpha Advisors
What will be covered?

        Why start impact investing with public equities?

Clarifying language – what do all of these terms mean?

a.    Negative screening
b.    Best of breed
c.     Proactive investment in solutions

 Why should you care?

What’s material when selecting a public equity impact investment?

What are some of the questions you or your client may have? What are some misconceptions?

Additional resources and reference options

Why feature this topic at the Desert Botanical Garden?


Because they've already put a toe in the water.  How did the DBG Trustee's creatively fund a major project using Impact Investing?  Read this summary.


Want more information to validate this use of time?



Sept 19th Smartbrief Spotlight on Responsible Investing: click above to read the Brief

  • Visit this Community Resource: what can they offer for you?
  • Learn how alternative investments working with client values and investment policy statements are coming of age
  • Learn how to use the philanthropic conversation to deepen your planning and professional relationship with your clients.
Attendance priority given to FPA chapter members, $20 registration fee, capped attendance of 70 attendees.  

Registration opens at 3 pm. 
Introductions and Impact Discussion with Ken Schutz and Arina Abbot starts at 3:30 pm and concludes by 4:50 pm.  Mixer and tour follow.

 Your registration includes your entrance to the garden and the hosted networking mixer following the impact investing discussion and (optional) tour of the water diversion project.

FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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