2015 Philanthropy Learning Exchange 

Demystifying SRI and Impact Investing for Advisors

Come and learn how help your clients with their charitable giving and investing decisions.

   

Greg Pitts

Investment Advisor for Natural Investments

Greg is an investment advisor and financial planner focused on transforming his client's relationship to money.  He is focused exclusively on sustainable, responsible impact investments.  

Socially Responsible Investing (SRI) has been around for ages, and in the modern marketpalce for decades.  Is it more than 'negative screens'?  Is there a cost penalty to SRI?  Learn about the three pillars of SRI, and th growing practice of Impact Investing in this interactive session on investing with your values.

This session is specifically designed for wealth advisors, attorneys, accountants and professional advisors.

Light lunch will be served.

Free and open to the public.

This is a no fee, no obligation event.  Solicitating for any gifts, grants or other business is expressly prohibited at this event.

Register Now!