Share |

Partners

For information on becoming a partner for our 2019 conference please contact our business development team:
Claire Bailey: clairebailey@campdenwealth.com or (212) 204-2587
Paul Ust:  paulust@campdenwealth.com or (212) 693-2792
 

 

MAIN PARTNERS

Wedbush Securities 
Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 1,000 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
 
For further information please contact:
Jay Plourde
Managing Director, Private Capital Markets Group
Tel: (213) 688-6740
Email: jay.plourde@wedbush.com
 
 
 
BNP Paribas (BNPP), Bank of the West’s parent company, leads the world in socially responsible investing, with decades of experience. BNPP is committed to Corporate Social Responsibility (CSR) goals in alignment with the UN’s Sustainable Development Goals (SDGs). As part of BNP Paribas Group, one of the leading wealth managers in the world, Bank of the West Wealth Management serves the financial needs of High Net Worth and Ultra High Net Worth individuals and families.   
 
At Bank of the West, your money has values as well as value.  We know money deposited in a bank has the power to finance positive change. So we are taking action to ensure our activities help protect the planet, improve people’s lives, and strengthen communities. We are redefining banking for a better future by focusing on areas where we believe we can have a real impact: supporting energy transition, helping enable women entrepreneurs, and financing innovative start-ups.  Like our parent BNP Paribas, we make thoughtful choices about what we finance – and what we don’t. Over the next five years, we’re committing $1 billion to finance energy transition within our US footprint. In addition, Bank of the West recently announced plans to reduce its carbon footprint by 25% and achieve carbon neutrality but 2020.
 
Bank of the West’s Impact Solutions offering is an investment approach that is meant to integrate positive social and environmental impacts with financial returns based on Socially Responsible Investing (SRI) and Environmental, Social Governance (ESG) principles. Impact Solutions is a cornerstone of our approach to helping clients activate their own vision for change and realize their sense of purpose. Through this approach, we can help clients align their values with impact strategies such as purpose-driven investing and strategic philanthropy.
 
For further information, please contact:
Julie Davitz
Head of Impact Solutions
T: (917) 634-6843

 

 

PROFESSIONAL PARTNERS

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.
 
Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC®, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.
 
For further information please contact:
Brett Wayman
VP, Impact Investing
T: 303-824-8225
C: 678-908-3308
 
 
 
Institut auf dem Rosenberg, the artisan of education, is a private, international boarding school located in St. Gallen, Switzerland pioneering a ‘Talent & Enrichment Programme’ to give students an insight into the rapidly evolving and digital 21st Century work place, so that they learn skills beyond the classroom to prepare them for the outside world.
 
For over 130 years and over four generations of the Gademann family, this boutique artisanal establishment has offered an unmatched learning environment promoting individuality and fostering natural curiosity, whilst enabling excellent academic achievements. With a unique holistic, creative and entrepreneurial approach to education, Institut auf dem Rosenberg is among the best international boarding schools worldwide and offers over 40 courses outside of the core academic curriculum.
 
Also unique to Rosenberg is the Individual Development Plan – IDP® Department, which ensures that pupils of all ages receive personal guidance to carefully plan and support their individual development by identifying and nurturing their talents.
 
The school caters for 6 – 19-year olds and offers a truly international, multilingual environment, where 230 pupils of 47 nationalities communicate in several languages. The staff to student ratio is 3:1 with an average class size of eight students to ensure everyone receives individual attention and enables the delivery of excellent academic results.
 
For further information please contact:
Mr. Manuel Bernardo
Head of Relationship Management
T: +41 71 277 77 77
 
 
 
ImpactAssets is the leading investment partner for families, individuals and philanthropists seeking to solve the world’s greatest challenges with philanthropic capital. Bold yet pragmatic in our approach, ImpactAssets leads clients through a deeply personal impact investing journey, starting with discovery and strategy setting and culminating in ongoing portfolio construction and impact investment selection. ImpactAssets’ clients join the world’s largest community of impact investors and collaborators, invest across our world class investment platform and receive industry leading impact reporting. Evidencing the firm’s authenticity, ImpactAssets is an independent 501(c)(3) nonprofit billion-dollar investment firm, founded in 2010 with the mission of increasing flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges for the people and the planet.
 
 For further information please contact:
Amy J Bennett
Chief Marketing Officer
T: (415) 370-4899
Website: impactassets.org