Carol Schleif

Impact investing has exploded in popularity, though in practice it can mean something very different to each person trying to deploy it. This session will discuss the emotional and practical aspects of defining, constructing and measuring the success of an ESG / Impact program.

While traditional economic and portfolio management theory implies humans make decisions only after a rational evaluation of risk and return - our primitive brain wiring is simply not evolved enough yet to fulfill that grand vision. More importantly, hard driving execs and entrepreneurs may have an even tougher time. This talk outlines the realities of our innate tendencies and what can be done to mitigate or harness them to our advantage.

We all know that women live longer, but the stats on the quantity of money, investment and purchasing decisions they control are overwhelming as well. Yet they are woefully underserved by a male-dominated investment industry. Generalizing about how to serve them as a different category can come off as demeaning at best - and insulting at worst - especially if inelegantly handled. This session, as told by a woman who's served the UHNW market for the better part of 30 years, will discuss what women are looking for in their investment management relationships and how to build a team that works.