Excited to be participating as a speaker, among a diverse group of colleagues from foundations, investment management, academic, philanthropic, journalism and financial services professionals. I will be providing perspectives on a private wealth panel about the role of foundations, socially responsible investing to address key humanitarian and environmental challenges.
Location: CUNY Graduate Center, New York
October 29: 8:30 AM – 5:00 PM Workshop: 1:45-2:45 pm
Private Wealth — Portfolio Construction:
While there is significant interest from private investors in impact, adoption has been slow. Reasons for this often include questions on how to deploy impact investments into an existing portfolio, how foundations and PRIs can be used, as well as how to create an investment policy that incorporates impact. This session will explore different ways in which private investors have tackled these issues.
Panelists:
Andrew Lee, UBS Global Wealth Management, Head of Sustainable and Impact Investing, Americas
Ann McDougall, Dunollie Fund, Co-Founder and CEO
Eric Stephenson, CAIA, Align Impact, Director of Client Services
Samantha Taylor, Reputation Dynamics, President and Founder
Moderator: Anna Snider, Bank of America, Managing Director, Head of Due Diligence, Board Chair, High Water Women
About High Water Women: Since 2013, High Water Women's Investing for Impact Symposium has evolved into an important gathering for investors who want to connect with other investors, advisors, and investment professionals interested in generating positive social impact. High Water Women (HWW) was founded by senior women from the hedge fund and investment communities to connect professionals with high-touch volunteer opportunities. The High Water Women Foundation is a 501(c)3 organization.
AGENDA and registration: https://hwwinvestingforimpact.org
Hope you can join us:
Samantha Taylor
Founder and President of Reputation Dynamics
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