Thematic Conference Tracks
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MONDAY, MARCH 4TH (Pre-Conference)
1:00-5:00 PM | The Welcome Intensive: An Introduction to Mission Related Investing (Hosted at The Ford Foundation)
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. This year, Ian Simmons, Co-Founder & Principal, Blue Haven Initiative, joins us the peer investor expert. 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)