Nov 9, 2023 12:00 PM (Central)
Impact Investing is not just about equities and fixed income. Find out about impact investing in the world of alternative investments. We'll be joined by two industry experts who will talk about some of the advantages of using alternatives, the mechanics of private fund transactions, compliance and due diligence best practices, and other considerations.
Jeff Shafer, the CEO of CommonGood Capital and board member at ADISA
Sherri Cooke, Brand Ambassador at iCapital and board member at ADISA
Registration is open to all financial advisors. There is no cost to attend.
https://us02web.zoom.us/webinar/register/WN_pzmiThm8Rc6WcJZW9SyHEQ .
Why should advisors consider alternative space in general and especially for impact investing?
What is affordable housing investing and how do you make money in it while doing good?
What are some of the other impact investing options in alternatives - renewable energy, for instance - and how are they different from the public domain?
What are some of the compliance issues an advisor has to consider and what is the process like for their clients?
How do you approach due diligence for your investments, and how should advisors approach due diligence for your or other alternative funds?
Due Diligence and Client Engagement
What ESG Investments do you use?
Under The Hood of ESG: Why Data Matters
ESG: Why, How, What