WE Family Offices Advisor Richard Zimmerman Speaks at Barron’s ESG Impact Summit

June 7, 2019

WE Family Offices Advisor Richard Zimmerman will be a featured speaker at the upcoming Barron’s ESG Impact Summit: Investing with Impact on June 20, 2019 in New York City.

During this summit, Zimmerman will share his expertise and experience on ESG, sustainability and values-based investing, and how these trends manifest in thoughtful capital allocation for sophisticated clients. Zimmerman will sit on a panel, which will discuss the specific topic of: “Articulating ESG Value to Clients: The Discovery Process & Beyond.”

Throughout his time at WE Family Offices, Zimmerman has frequently spoken at various summits, conferences, meetings and forums throughout the country. During these speaking engagements, Zimmerman has discussed an assortment of topics, from ESG and impact investing to opportunity zones to family office investing themes.

Zimmerman’s speaking engagements for 2019 include:

Opal 2019 Impact Investing Forum North
Location: New York City
Date: September 24, 2019
Moderator: Impact Investing: How Your Values Can Create an Impact
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Opal Family Office & Private Wealth Management Forum
Location: Newport, Rhode Island
Date: July 22, 2019
Moderator: Impact Investing – Accelerating the Momentum toward the New Normal
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LinkBridge Investors – Global Investors Manager Meeting
Location: New York City
Date: June 24, 2019
Speaker: Family Office Global Investing
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Barron’s ESG & Impact Summit
Location: New York City
Date: June 24, 2019
Speaker: Family Office Global Investing
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Opal Opportunity Zones Forum
Location: New York City
Date: June 3, 2019
Moderator: Opportunity Zones Projects
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Big Path Impact Momentum Impact CEO Summit
Location: Asheville, North Carolina
Date: April 4, 2019
Moderator: Steward Ownership – Built to Last for Good
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Opal Impact Investing Forum
Location: West Palm Beach, Florida
Date: April 1, 2019
Moderator: A Practical Guide to Setting Up an Impact Portfolio: Total Portfolio Management for Multiple Returns
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Institutional Investor – Wealth Management Impact Investing Forum
Location: Boston, Massachusetts
Date: March 20, 2019
Speaker: Case Study: Transforming a Traditional Portfolio into a Values-Aligned Portfolio
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Opal Family Office Winter Forum
Location: New York City
Date: March 6, 2019
Moderator: Impact Investing: Driving Social Purpose through Measurable Investment Returns
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Skytop Strategies – Generating Alpha: ESG as a Core Driver of Institutional Portfolio Performance
Location: New York City
Date: February 13, 2019
Speaker: Alpha from Impact: Identifying Opportunities in ESG
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Bernstein and Impact Capital – Embrace Impact: Aligning Your Portfolio with Your Values
Location: New York City
Date: February 6, 2019
Speaker: Bernstein and Impact Capital panel on ESG/Impact
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