A celebration of professional advisors’ contribution to addressing the changing needs of clients for investing and giving for impact.
Chair John Pepin, Chief Executive, Philanthropy Impact
Panel James Broderick, Director of Impact Investing Institute; Rose Mary Gunn, Founder and CEO of the Fore, and Frank Tobé, Family Office Advisor, Philanthropist and Impact Investor.
Since 1998 Philanthropy Impact has been delivering services to professional advisors (private client advisors, wealth management, banking, independent financial advice, tax and legal sectors), to prepare them to meet emerging client demand for philanthropy, and social investment and impact/ESG investment.
During these years, we have been witnessed the changing advisory space and how the sector is evolving to respond to the ever-growing demand for more and better philanthropy advice and guidance, and for a new kind of wealth management.
During this session we celebrate all advisors who through their effort and dedication, are reshaping the advisory space and are working collaboratively to help clients live their values and achieve their goals.