Frameworks for Good | Impact Investing Track

San Diego Grantmakers Annual Conference: Impact Investing Workshop*

Thursday, March 29, 2018, 10:15AM - 1:30PM
Catamaran Resort Hotel | 3999 Mission Blvd. San Diego, CA 92109
Cost: $150 (non conference attendees) | Conference attendees (included)


Workshop with Dana Bezerra, President, Heron Foundation

This interactive three-hour impact investment workshop for investment professionals, advisors, and decision makers who have intermediate to advanced exposure to the field will be led by Dana Bezerra, President of the Heron Foundation. Dana will share insights and key considerations for impact investors. Workshop attendees will have ample time to ask questions about the implementation of impact investment strategies relating to fiduciary duties, investment policy statements (IPS), portfolio construction, and performance analysis, and performance measurement. Lunch included.

*This workshop provides:

  • 3.5 hours of continuing education credits for certified financial planner (CFP), approved by the CFP Board
  • 3.75 hours of continuing education credits for certified Retirement Services Professional (CRSP) and Certified Trust and Financial Advisor (CTFA), approved by the American Bankers Association