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 introduces participants to the concept of mission-related investing in an expert-led, small group setting. This program is geared towards asset owners who are 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)