OpenInvest - Values Based Investing for All Your Clients
Common Sense Virtual Roundtable:

Values Based Investing for All Your Clients

April 27th, 2021, Successfully held

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Presented by

OpenInvest

Here’s what we discussed:

There is a growing appetite for investments that reflect investor values. While ESG has historically focused on progressive values, conservative investors may also be motivated to invest in ways that advance their values. In this roundtable, RIAs discussed how they are engaging clients with ESG across the social and political spectrum. This session was moderated by values based investing pioneers OpenInvest.

Moderated by 

Dan Lang
Director Of Sales
at OpenInvest
LinkedIn
John Klingler
Senior Director of Sales at OpenInvest
LinkedIn
Marc J. Lee
Director Of Sales
at OpenInvest
LinkedIn
Will Venturi
Senior Director of Sales at OpenInvest
LinkedIn

Request detailed session notes

We are careful about who we send this key document to. The session notes will be sent based on the request, provided your profile matches our qualification criteria.

About OpenInvest:

OpenInvest offers values-based financial solutions that help advisors unlock the true impact of their client’s investments. With OpenInvest, financial advisors can seamlessly build, manage, and report on ESG portfolios, engaging with clients on a new level.

Participation in the Virtual Roundtable is free of charge to qualified attendees. Once you’ve completed the registration, we’ll confirm your invitation and send you a calendar invite with a link to the meeting.

If you don’t qualify, we’ll suggest other learning events that may be a better fit for you.

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