Impact Investing: Is It a Fad or Here to Stay?
The upward trajectory of Impact Investing is clear, and the world is responding to it from many different angles: from energy transition to affordable housing, to financial inclusion, to investing in women and minority led businesses. Undeniably, there are numerous areas of need and opportunities. Consider this:
– We are on the verge of the greatest wealth transfer in history…and women and millennials are at the forefront wanting to use their investment capital to make money and do good
– Non-profits and governments have limited capital to help solve some of these key issues
– Most of the world’s wealth is in business and investments
Learn firsthand from several successful and influential wealth management leaders who are integrating Impact Investing into their business.
- What is Impact Investing?
- Key drivers around Impact Investing
- Investable impact themes that clients are interested in
- Why and how advisors incorporate Impact Investing into their business
- Challenges of implementing Impact Investing into a wealth management business
Ankur PatelSenior Portfolio Manager, Ellevest
Ankur is a CFA® charterholder with more than 15 years of experience working in investment and wealth management. Before Ellevest, he spent his career across Wall Street at firms like BlackRock and Credit Suisse. Ankur is a supporter of local and global organizations focused on providing education for underprivileged youth.
Elizabeth BurdetteDirector of Giving, SignatureFD
Believing that everyone has the ability to create meaningful change in their communities, Elizabeth helps guide individuals and families looking for ways to give back by providing resources and advice to empower their decisionmaking. She is a dedicated partner in creating personalized strategies to help clients reach their generosity goals and maximize the impact of their gifts An award-winning speaker and published author, Elizabeth has a unique skill set in fundraising, donor relations and engagement, program management, strategic communications, grant writing, and event design.
Prior to joining SignatureFD in 2019, Elizabeth was the Director of Donor Relations at The Westminster Schools in Atlanta and a Fellow at the Robert W. Woodruff Foundation. She also practiced law in both Austin, Texas, and Atlanta, specializing in business litigation in state and federal courts. She received her law degree from the University of Texas and a bachelor’s degree in American History and Spanish from Washington and Lee University. Elizabeth is a devoted supporter of Covenant House of Georgia and an active member of Kairos Church in Sandy Springs. Additionally, she is a member of the Association of Donor Relations Professionals and the State Bars of Georgia and Texas. *
Jeff ShaferCEO, CommonGood Capital
Jeff Shafer CFP®, ChFC® CEO and CO-Founder Jeff Shafer is the Chief Executive Officer for CommmonGood Capital and CommonGood Securities. CommonGood Securities is a boutique impact investment firm that has invested more than $65 million in impact and values-aligned private investments across affordable/workforce housing, mobile home communities, renewable energy, emerging market private credit, climate smart forestry, and US private credit. In addition, CommonGood is starting to invest in businesses run by formerly incarcerated men and women. Mr. Shafer has more than 25 years of experience – primarily in Senior Executive roles – in the financial services industry. Prior to launching CommonGood, he was Managing Partner and a member of the Executive Team with Trilinc Global, a leading emerging markets impact investor that has financed more than $1.3 billion in term loans and trade finance facilities since 2013.
Mr . Shafer spent the bulk of his career with CNL – a leading alternative asset manager based in Orlando, Florida. During his tenure with CNL, he was President of Capital Markets, and the teams he led raised more than $9 billion of capital for investments in real estate, private equity, and private credit. He earned a BA in Psychology and Biblical Studies from Wheaton College and an MBA from the Crummer School of Business at Rollins College.
Roshan WeeramantryManaging Partner, RISE Family Office