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Having Your Cake and Eating It Too (Impact Investing)

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Having Your Cake and Eating It Too
Presenter: Gloria Nelund, Chairman & CEO, TriLinc Global, LLC
Thursday, April 24 | 3:30 pm

As financial advisors and fiduciaries, you serve a greater good – the financial well-being of your clients. You are tasked with anticipating global opportunity and navigating change while striving to exceed your clients’ expectations. It is a tremendous responsibility with exceptional rewards. Advisors can be found among a family’s most trusted relationships, participating in critical decisions and providing guidance on complex issues.

The rise of impact investing has the potential to affect the financial services industry in profound and permanent ways. For advisors and fiduciaries equipped with the proper tools to engage and deliver results, it equals tremendous opportunities for their business, with existing clients and the next generation. In this session, you will learn about the importance of impact investing to your own business and for your clients. You will learn practical tools and tips for how to integrate conversations that bring meaning and engagement to material prosperity. We will also share how others have been successful growing their business and increasing their client retention rates through the incorporation of impact investing.

Gloria Nelund, Chairman and CEO of TriLinc Global, spent 30 years on Wall Street as one of the most successful and visible executives in the international investment management industry. After retiring from Deutsche Bank as CEO of their $50 billion North America Private Wealth Management division, she co-founded TriLinc Global; an investment firm dedicated to launching and managing innovative impact investment funds that will exponentially increase private capital participation to help solve some of the world’s most pressing challenges.

In addition to her activities with TriLinc, Gloria is Chairman and Independent Trustee for RS Investments, a mutual fund complex with more than $20 billion in assets under management. She is also a life-long supporter of development-oriented philanthropic causes. Gloria currently sits on the board of multiple not-for-profit organizations and actively supports entrepreneurship research and education. She is an active speaker, and guest lecturer on Impact Investing and Ethical Leadership at conferences and several top business schools, including Columbia, Wheaton, Kellogg, MIT and Georgetown.

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