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How to Talk to Your Financial Advisor About Impact Investing

Tuesday, November 10, 2020 -
1:00pm to 2:00pm PST
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Your organization has decided you want to move forward and begin to make impact investments, but your financial advisor is not yet familiar with impact investing. Join us for a fireside chat with Ron Cordes and Monique Aiken to learn how to manage that conversation to grow the relationship and maximize the impact.


Monique Aiken, Contributing Editor Impact Alpha and VP of Program, Mission Investors Exchange
Monique is passionate about social change and positive impact after spending 15 years in investment banking, where she developed her understanding of the capital markets. She is a Contributing Editor at ImpactAlpha, an online news magazine for the impact investing sector and VP of Programs at Mission Investors Exchange, a network organization for +250 members seeking to deepen their practice of impact investing through peer-learning. Prior to joining Mission Investors Exchange, Monique help leadership positions with Tideline, a boutique impact investing strategy consulting firm, the Clinton Foundation for No Ceilings: The Full Participation Project, Deutsche Bank’s Commodity Derivatives Sales group, Citigroup, and Bank of America.

Ron Cordes, Co-Founder, Cordes Foundation

Ron Cordes has enjoyed a 30+ year career in the investment industry. He was a co-founder and CEO of AssetMark, a leading U.S. managed account platform with $30+ billion of AUM, co-authored “The Art of Investing” published by McGraw Hill, and was an Ernst & Young Entrepreneur of the Year. Since co-founding the Cordes Foundation in 2006 with his wife, Marty, Ron has focused on impact investing and social entrepreneurship and currently serves on the boards of MicroVest, ImpactAssets, Fair Trade USA and the Social Impact Lab at Lynn University. His work in this area has been profiled in an array of publications including the New York Times, Barron’s, FastCompany, Forbes and FORTUNE.

Who May Attend

This event is for members of Northern California Grantmakers, SCG, and SDG This event is also open to eligible non-members: family offices, private investors, foundations, institutional investors who are interested in learning about investments into enterprises and funds that generate financial returns alongside positive social and environmental impact.

Thank you to RBC Global Asset Management for sponsoring and partnering on this impact investing series.

RBC Global Asset Management

In Partnership With:

Philanthropy California

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