MONDAY, MARCH 4TH (Pre-Conference)
1:00-5:00 PM | The Welcome Intensive: An Introduction to Mission Related Investing
Open to Welcome Intensive Registrants. Please note that this training is not suited for investment professionals.
1:00 PM | Welcome Intensive (Agenda TBA)
Organized with Pathstone Federal Street and Veris Wealth Partners
The Welcome Intensive is an introduction to the concepts of mission related investing in an expert-led, small group setting. This program is for asset owners new to mission related investing and offers a unique opportunity to dive into the Confluence community with a cohort of new peers and allies.
This half-day training will be led by Patricia Farrar-Rivas, CEO, Veris Wealth Partners and Jeff Scheer, Director, Pathstone Federal Street. The facilitators will lead an afternoon discussion-group about fiduciary duty, engaging investment advisors, and other topics critical to new mission related investors. The Welcome Intensive will conclude with a special dinner hosted by the facilitators and Confluence staff.
Participants in the Welcome Intensive are also encouraged to attend the Learners Institute on Tuesday, March 5th.
5:00 - 6:30 PM | Break
6:30 - 8:30 PM | Welcome Intensive Dinner (open to the Welcome Intensive cohort)
6:00 - 9:00 PM | Gratitude Dinner (by invitation only)