April 2020 Breakfast Meeting

Date: Tuesday, April 21, 2020
Time: 7:30am - 9:00am
Location: Happy Hollow Club
Speaker: Lisa Richter, Avivar Capital

We look forward to seeing you at the April breakfast meeting!

AGENDA

7:30 AM - Breakfast & Networking
8:00 AM - Meeting & Program

Impact Investing: National Trend, Regional Opportunity
Presented by: Lisa Richter, Avivar Capital 
As investors increasingly seek to align their investment assets with their values and missions, impact investing is becoming a more regular topic in dialogues between investment managers, attorneys, accountants and their endowment or wealth management clients.  Defined as investing into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return, impact investments can be structured to address a range of philanthropic and social issues, as well as generate a range of potential financial returns.  Understand the history, trends and emerging practices of impact investing, both nationally and in the region.‚Äč 

This program offers one hour of CE (pending approvals). 

Questions? Contact Council Executive, Stacie Sarasio @ 402-210-9446 or Stacie@OmahaEstate.org 

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