The panel, titled “Impact advisors: going beyond risk and returns,” seeks to foster a conversation with experienced private family and institutional investment advisors on integrating ESG and impact into strategic asset allocation
ROCKVILLE, MD, April 29, 2019 /24-7PressRelease/ — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that Managing Director Glen Macdonald will speak on a panel at the second annual Total Impact Philadelphia conference. The event will be held May 1-2 in Philadelphia.
Total Impact Philadelphia will bring together investment advisors and investors to discuss impact investment across asset classes, as well as highlight impact success stories and challenges unique to the Philadelphia area.
The panel on which Macdonald will be speaking, “Impact advisors: going beyond risk and returns,” seeks to foster a conversation with experienced private family and institutional investment advisors on integrating ESG and impact into strategic asset allocation.
Macdonald will also be among an accomplished panel of judges in the Total Impact Portfolio Challenge, an educational program that seeks to expose students to real-world impact investment experience by encouraging them to build 100% ESG and impact portfolios. Teams from 19 universities are participating in the program’s inaugural year, with finalists presenting at the Total Impact Philadelphia conference on May 1.
Said Macdonald, “It’s an honor to be invited to judge the first ever Total Impact Portfolio Challenge, which I hope inspires the next generation to address critical global challenges through impact investing. I also look forward to sharing our strategy on embedding ESG and impact into clients’ portfolios as well as gaining additional insight from others.”
Glen Macdonald joined Bronfman Rothschild’s New York office as a Managing Director in September. Recognized as a leader in values-based investing and innovative philanthropy, he is Co-founder and Chairman of the Wealth & Giving Forum, which promotes the effective deployment of capital among families and foundations that seek both positive financial and social returns.
About Bronfman Rothschild
Based in Rockville, Maryland, Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. With ten offices throughout the Midwest and East Coast, we offer comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement plan sponsors. Our in-house research capabilities and the collective expertise of our team are supported by our collaborative, client-focused culture. Our 95+ employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.
Bronfman E.L. Rothschild, LP is a registered investment advisor (dba Bronfman Rothschild). Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.
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