Impact investing deep dive — How to generate impact across different asset classes

What was it?

Impact investing deep dive — How to generate impact across different asset classes

When was it?

January 2021

Host

Kuni Chen, CFA

CFA Society New York

Moderator

Louie Nguyen, CFA

Mission Driven Finance

Panelists

Ruby Bolaria

Chan Zuckerberg Initiative

Gerald Pambo-Awich

Ford Foundation

Ethan Powell, CFA, CPA

Brookmont Capital Management
Impact Shares

Craig Metrick, CAIA

Cornerstone Capital Group

In January of 2021, our Chief Investment Officer Louie Nguyen, CFA moderated this event hosted by CFA Society of New York featuring Ruby Bolaria, Director of Housing Affordability at the Chan Zuckerberg Initiative; Gerald Pambo-Awich, Investment Officer, Mission Investments, Ford Foundation; Ethan Powell, CFA, CPA, Principal, Chief Investment Officer, Brookmont Capital Management, Founder, Impact Shares; and Craig Metrick, CAIA, Chief Investment Officer, Cornerstone Capital Group.

From CFA Society New York:

“Impact investing is often misunderstood. Is it a subset of investing or philanthropy? Come learn about how to incorporate impact investing into your investment strategy, and explore possible career paths in the impacting investing space. With the recent COVID-19 public health situation and civil and political upheaval, many more high net worth individuals and family offices are asking themselves, ‘What more can we do with our wealth? Are there social benefits that can be achieved while building wealth?’ At the same time, many investment professionals, both those new to the industry and the veterans who have ‘seen it all,’ are asking ‘What more can I do with my skills and training?'”