The Alber­leen Group hosted its second annual Impact Investing Conference for Family Offices in New York City.  Panel discussions covered Foundations using PRI and Endowment Investment for Impact, Achieving Results Through Impact Investing and Impact Opportunities in Renewable Energy, with keynote presentations from Jim Sorenson on Innovative Approaches to Impact, Bonny Meyer and Sandy Wiggins on Green Real Estate and a Conversation on Generations of Families in Impact with Ron, Marty and Stephanie Cordes of the Cordes Foundation.

I know how hard it can be to find capital for a business — and social enterprises can have it even harder. They carry a perception that they may offer a lower financial return because not all investors understand how to calculate, or even appreciate, the overall triple bottom line that social enterprises bring to the table: social, environmental and financial return. 

But at least one institutional funding source understands the value provided by impact investments: Impact Small Business Investment Companies, or SBICs.

Jolyne Caruso par­tic­i­pated on a panel at the Soren­son Impact 2017 Win­ter Inno­va­tion Sum­mit in Salt Lake City, Utah with Jim Soren­son, Luke Soren­son, Jer­amy Lund and Kim­ber­lee Cor­nett.  The panel discussed how Foun­da­tions and Fam­ily Offices are par­tic­i­pat­ing in impact and sus­tain­able investments.

New York, NY on Novem­ber 15th The Alber­leen Group hosted a sym­po­sium on The Next Gen­er­a­tion of Impact Invest­ing.  Fea­tur­ing a thought-provoking panel of young social entre­pre­neurs in the impact space; with a spe­cial keynote address on “The Next Gen­er­a­tion Tech­nolo­gies and Trend that will Dominate and Define the Nature of Busi­ness, Human­ity and Phil­an­thropy”, pre­sented by Christina “CK” Ker­ley, an inno­va­tion speaker and specialist.

New York, NY — On June 9, The Alber­leen Group hosted its inau­gural Impact Invest­ing Con­fer­ence for Fam­ily Offices in New York City.  Panel dis­cus­sions cov­ered impact oppor­tu­ni­ties in Envi­ron­men­tal, Health­care, and Fron­tier mar­kets, with keynote pre­sen­ta­tions from Bonny Meyer – Meyer Fam­ily Enterprises and Therese Caruso –  Zeno Group.  For event pho­tos, see below.

New York, NY - Mar 29, 2016 - Merry Sheils, an award-winning finan­cial writer and con­tent mar­ket­ing provider with port­fo­lio man­age­ment and ana­lyt­i­cal expe­ri­ence, recently wrote and pub­lished a blog post on The Alber­leen Group after sit­ting down with CEO Jolyne Caruso.

Read Blog Post Here»