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»