Luncheon — Thursday, October 12, 2017

Women and Impact Investing

Place-based investing, investor’s circles and impact investing are changing the face of philanthropy. Come and hear how impact investing can be both a threat and an opportunity for development professionals.

We will explore impact investing – what it is and how people are fundraising with this new paradigm. Philanthropists are increasingly looking to create systemic change and using creative investing tools such as angel networks to drive that change. We will explore the topics of Investors Circle and women’s approach to mission alignment and other topics.

Moderator

Elizabeth B. Wagner, CFRE Vice President, Development           Princeton Area Community Foundation

Panelists


Nicole Adler, JD, CFP
Vice President, Wealth Planner
Wells Fargo Private Bank


Annarie Lyles
Member & President
Philadelphia Chapter of Investor’s Circle

Investors’ Circle is the largest and most active early-stage impact investing network. Together with hundreds of angels, venture capitalists, foundations and family offices, we have propelled over $200 million into more than 330 enterprises dedicated to improving the environment, education, health, and community. We aim to move $100 million more by 2020.

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial financial services through more than 8,600 locations, 13,000 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has approximately 273,000 team members in 42 countries and territories across our more than 90 businesses. At the end of first quarter 2017, Wells Fargo ranked third in assets among U.S. banks.

Advance Registration Rates:       AFP Members $40 || Non-Members: $60
Advance registration rates end on Monday, 9 October 2017.
Final Registration Rates:               AFP Members $50 || Non-Members: $70

Advance registration is recommended, in order to pay the lowest rate, and ensure a guaranteed seat. We cannot guarantee seats for walk-ins. Advance registration rates end Monday, October 9. We must pay for No Shows, so you will be charged if you cancel after Monday, October 9. Cancellations must be in writing (email).