Investment Practice Track


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The Investment Practice Track features discussion at the cutting edge of the investment industry through peer-to-peer sharing among Confluence Practitioners. This year’s Investment Practice track features sessions on inclusive decision making, the unique challenges of small foundations, putting social equity commitments into practice and more.

Welcome Intensive (Monday, February 24th | 9:00 AM - 12:00 PM)

Creating a Healthy Decision-Making Culture (Tuesday, February 25th | 2:00 PM)
Organized with Syntrinsic Capital Group

Being Intentional About Social Equity Investing (Tuesday, February 25th | 2:00 PM)
Organized with Global Endowment Management

Small but Mighty (Wednesday, February 26th | 1:30 PM)
Organized with Winthrop Rockefeller Foundation and Phillips Foundation

Total Portfolio Activation, Now What?! (Wednesday, February 26th | 1:30 PM)
Organized with Tiedemann Advisors

Empowering Gatekeepers to Unlock Catalytic Capital (Wednesday, February 26th | 1:30 PM)
Organized with Bonwood Foundation

Shades of Grey: Impact Investing for Systems Change (Thursday, February 27th | 11:30 AM)
Organized with Nia Community Foundation