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Title

It’s a New Year - 2021 - Make an Impact!

Event Description

​Are you an impact investor? If yes, how do you define impact investing? And if no, are you curious about this type of investing?

We are fortunate to have a strong array of impact investing experts here in New Mexico. We’ve tapped into this pool of experts and assembled a most impressive panel to define and discuss impact and describe actions being taken in New Mexico including the range of investment opportunities – both institutional and private wealth. 

Panelists:

  • Moderator - Melanie Dubin, sustainable investment analyst with Avalon Trust - View bio
  • Drew Tulchin, President, NM Angels and Founder, UPspring - View bio 
  • Joohee Rand, VP Philanthropy & Impact Investing Anchorum St. Vincent - View bio 
  • Jon Mertz, founder Santa Fe Innovates - View bio 
  • John Ulrich, CFP, founder, CEO and president Ulrich Investment Consultants - View bio

Education Topic

 

Start Time

1/27/2021 3:00 PM

End Time

1/27/2021 4:00 PM

City

Virtual Event

State/Province

 

Event Country

 

Event Region

Americas

Location Info

This is being offered as a virtual event.

Speaker

Panelists

CE Credits

1

SER Credit

N/A

Currency

N/A

Member Price

N/A

Non-Member Price

N/A

Candidate Price

N/A

Registration

​To register- click here!

All Day Event

 

Recurrence

 

Event Type

Career; Featured

Begin

1/27/2021 3:00 PM

Nice Date

2021-01-27

End

1/27/2021 4:00 PM

Hosted by

New Mexico Society

Event Link

It’s a New Year - 2021 - Make an Impact!

Event Link Leads To New Tab

Yes

Event Short Info

Are you an impact investor? If yes, how do you define impact investing? And if no, are you curious about this type of investing?

We are fortunate to have a strong array of impact investing experts here in New Mexico. We’ve tapped into this pool of experts and assembled a most impressive panel to define and discuss impact and describe actions being taken in New Mexico including the range of investment opportunities – both institutional and private wealth.

Recordings

 

Recording

 

Recordings

It’s a New Year - 2021 - Make an Impact!

Attachments

Content Type: MyCFA Calendar
Created at 12/15/2020 8:14 AM by bmatthias@adminproserv.com
Last modified at 1/28/2021 8:30 AM by bmatthias@adminproserv.com