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The Path to Impact Investing Begins Here

| Mark Fisher Industry

Earlier in May, Addepar and our partners at The ImPact kicked off a 14-city North American event series, The Path to Impact Investing. We began by holding a reception with remarks and cocktails in Los Angeles, coinciding with the annual Milken Global Conference. The night was co-hosted by our friends at GOOD Worldwide and one of our clients, Rincon Advisors, and we were joined by a wonderful group of thoughtful investors, wealth managers, and family office principals.

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Justin Rockefeller, who is Addepar’s Global Director of Family Offices and Foundations and a cofounder of The ImPact, shared his vision for the future of impact investing.

Learn more about Justin’s ideas on impact investing

Justin was joined by ImPact cofounder Josh Cohen and ImPact CEO Abigail Noble. After discussing how his tenure on the board of Rockefeller Brothers Fund led to a revised investment philosophy that aligns its endowment with the foundation’s mission, Justin highlighted the genesis of TheImPact and why impact investing is such a priority for many investors and families today.

Similarly, our goal in holding these events is to bring together investors and advisors and shine more light on the present strategies and data-driven insights investors can use to generate both financial returns and measurable social impact.

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Visit the Milken Institute’s blog to read about the strategies Justin and other next-generation philanthropists shared at the Milken Conference

Addepar is honored to be the platform powering The ImPact’s portfolio reporting, analysis, and information sharing on a pro bono basis, giving its network an unprecedented level of transparency into investment performance and associated impact metrics. A discussion point that came up during the LA event centered on the nature of our joint partnership and how we measure the benefits. Simply put, we strive to be part of something bigger than ourselves, and impact investing is already effecting widespread change. Addepar’s technology enables the sharing of information and results. The more informed The ImPact’s network of families is, then the more capital gets allocated, and the cycle repeats. That is the power of our partnership and we’re looking forward to sharing strategies for how wealth managers can use impact investing principles to win and retain business and how family offices can make more impactful investments.

We’ll be continuing our discussion in 13 cities across North America from June through November, with plenty of opportunities to get involved.

Visit The Path to Impact Investing page for more information and to register to attend one of our events.