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Webinar What Philanthropic Advisors Need to Know About Impact
Investing
Tuesday, May 15 | 12:00 noon Pacific| 2
pm Central | 3 pm Eastern Members: Complimentary | Non-Members $25 This webinar qualifies for the following continuing education credits: 1 hour CFP | 1 hour CIMA, CPWA, CIMC | 1 hour PACE
The webinar will provide an introduction and overview of impact investing,
including definitions on varying impact investing terminology such as
mission-related investing, sustainable investing, economically-targeted
investing, and community investing. What do all these terms mean and why
are they important? What products are available in the impact investing
space and how is their impact measured? Join along on May 15 as Alyssa
Greenspan, CFA, Chief Operating Officer at Community Capital Management, sheds
some light on this growing investment strategy and provides real world impact
investing case studies.
Alyssa is Chief
Operating Officer of Community Capital Management. In her role, Alyssa is
responsible for managing the day-to-day activities and operations of the firm.
Alyssa is also responsible for overseeing risk management, including portfolio
compliance, and client service. Alyssa's past experience includes working as a
Senior Analyst for Gomez, Inc. and a Senior Equity Analyst at Morningstar. She
began her investment career in 1994 at Northern Trust and holds a BSM in
Finance from Tulane University, and an MBA from the University of Miami. Alyssa
is a CFA charterholder and a member of the CFA Institute, the CFA Society of
South Florida and the National Association of Women MBAs, and a member at large
of the Women's President's Organization. Alyssa is also a mentor for Take Stock
in Children, a non-profit organization that provides college scholarships for
low-income and at-risk students in Florida.
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