Confluence Philanthropy's Advisors Forum will convene investment professionals—Confluence members and colleagues—to think collaboratively around how to scale the industry. Content will focus on sharing and comparing leading approaches to market-rate impact investment strategies most popular with clients this year. The Forum is also designed to foster better communication and understanding between advisors and their clients to accelerate the flow of capital into the industry. Our goal is to build community, foster professional connections, and share opportunities and insights to increase the scale and influence of impact investing.
This first-of-its-kind impact summit is an exclusive, invitation only event for doers and investors who believe real world action matters more than talk. Aiming to build a powerful peer community and move not only capital, but culture, this summit is just the start for us — we will intimately activate Forbes Impact members throughout the year, creating a loyal and influential group to lead the next generation.
Cornerstone Capital Group has joined the Pathstone family.
Cornerstone’s leadership and expertise in sustainable and impact investing will enhance Pathstone’s existing efforts in this increasingly important approach to portfolio construction. Culturally, we are well aligned: We both were formed by veterans of large financial institutions who sought to bring innovative new ideas to market; we both hold a fiduciary duty to clients as our leading priority; we both place high value on employee diversity and well-being; and we both are deeply committed to integrating customized financial and impact objectives into every client’s portfolio.
Together we can continue our focus on being a firm celebrated for our core values and recognized as “Built for Clients, Powered by Innovation and Smart in a Way that Matters.”