Monday, MARCH 12TH, 2017 (pre conference)


The Welcome Intensive: An Introduction to mission related Investing

1:00 PM  |  Welcome Address

1:15 PM  |  Group Introductions

We will use interactive exercises and individual sharing to get to know each another and form a learning cohort that will carry us through the conference.

2:00 - 4:00 PM | Welcome Intensive

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 workshops about fiduciary duty, talking to your investment advisors, and other topics critical for new mission related investors to know. The Welcome Intensive will conclude with a special dinner hosted by the facilitators.

Participants in the Welcome Intensive are also encouraged to attend the Learners Institute on Tuesday, March 13th.

Jeff Scheer Director, Pathstone Federal Street

Jeff Scheer

Director, Pathstone Federal Street

Patricia Farrar-Rivas CEO, Veris Wealth Partners

Patricia Farrar-Rivas

CEO, Veris Wealth Partners

Please note that this training is not suited for investment professionals.

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)

7:00 - 10:00 PM | Evening Activities