Webinar: Demystifying Impact Investing
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3/21/2017
When: Tuesday, March 21, 2017
2:00 PM
Where: United States


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 Demystifying Impact Investing
Offers 1 hour CE credit for CFP,  PACE (CAP®), CIMA®, CIMC®, and CPWA® designations.
 Investment Advisors are increasingly fielding questions around the alignment of portfolios with investor values linked to social and environmental outcomes. Making this particularly difficult for advisors, is the lack of definition and clarity around key words and acronyms in the industry like; impact, ESG, SRI, sustainability, and mission alignment to name just a few.  This webinar aims to shed light on how to define the space, provide explanation for the opportunities that exist for investment, and how to assess and communicate to clients, how investments can actually create positive outcomes. Please join Jeff Cohen and Danielle Jezienicki of Sonen Capital, who will lead a session and demystify impact investing to help advisors further align client portfolios with their client’s philanthropic values.
   

Danielle Jezienicki 
Impact Manager | Sonen Capital

Danielle Jezienicki (nee Ginach) is an Impact Manager at Sonen Capital, and is responsible for analyzing the social and environmental impact of the firm’s investments across asset classes, as well as developing impact reporting for the firm’s clients and prospects. Danielle founded and leads the firm’s shareholder engagement and advocacy activities.

Danielle’s career focus has been integrating financial and impact reporting. Prior to joining Sonen in 2013, Danielle was an Investor Relations Associate at the technology focused IR firm, the Blueshirt Group, where she supported several clean tech company management teams in managing financial communications. Her previous experience focused on corporate reputation management at leading strategic and crisis communications firms, Brunswick Group and RLM Finsbury.

Danielle earned a B.A. in political science (honors) from Brown University, with a certificate in War Studies from Kings College, London. She is a graduate of Presidio Graduate School, with an M.B.A. in Sustainable Management and focus in Social Finance. Her work in impact investing and sustainability includes projects with BlackRock’s Corporate Governance & Responsible Investment team, Acumen Fund, IDEO.org and News Corporations Global Energy Initiative through EDF Climate Corps.

   

Jeff Cohen
Head of Business Development | Sonen Capital

Jeff Cohen leads the firm’s business development efforts.

Prior to joining Sonen, Jeff served as a Director of Investment Opportunities at Venovate Marketplace, where he worked with institutional & high net worth investors on private placement investments. In addition, Jeff reviewed and conducted initial investment due diligence on real assets strategies such as Timber and Real Estate investment strategies.

Previously, Jeff worked as an Alternative Investment Product Specialist at Bank of America Merrill Lynch. Jeff constructed & marketed custom allocations to alternative investments for financial advisors working with family offices, foundations, endowments and high net worth individuals. 

Jeff currently serves as the Director of Development for Service Year, the first corporate sponsored national service program, and is an active volunteer for The Leukemia and Lymphoma Society. Jeff holds an MBA from The McDonough School of Business at Georgetown University, and, BA from The Ross School of Business at The University of Michigan. Jeff has also received the Chartered Alternative Investment Analyst (CAIA) designation.