Special Pre Conference Event
The Welcome Intensive: An Introduction to Impact Investing

The Welcome Intensive is an introduction to the concepts of impact investing in an expert-led, small group setting. Registration includes participation in the Tuesday Welcome Track sessions. This program is for asset owners new to impact investing and offers a unique opportunity to dive into the Confluence community with a cohort of new peers and allies.

The Intensive begins at 1pm on Monday, March 12th prior to the main Practitioners Gathering, with a half-day training 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 impact investors to know. The first day will conclude with a special dinner hosted by the facilitators.

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.


 

welcome intensive: Monday, March 12

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


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 |  Capacity Gratitude Dinner (by invitation only)


7:00 - 10:00 PM | Evening Activities