The Perigon ESG Roundtable

An advisor-led working group sharing knowledge and expertise on building ESG into your firm offerings

Accelerate your professional development and make ESG part of your client conversation.

Learn from experienced advisor peers and other industry experts in a uniquely productive setting.

Participation is limited to 100 members to facilitate impactful interactions.

Next Member Roundtable Event – December 14, 2021

4:00 PM EDT (60 minutes)

An expert discussion featuring:
Sylvia S. Kwan | Ellevest
Jeff Shafer | CommonGood Capital
Hosted by Bud Sturmak | Perigon

We will discuss:

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Why now is an opportune time for private investments

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What types of private impact investments are available

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How to address challenges of implementing privates

Sylvia S. Kwan

Sylvia S. Kwan

Chief Investment Officer
Ellevest

Meet Sylvia…

Jeff Shafer

Jeff Shafer

Chief Executive Officer
CommmonGood Capital

Meet Jeff…

Bud Sturmak

Bud Sturmak

Partner and Co-CIO
Perigon Wealth Management

Meet Bud…

ESG has become a “must have” offering for advisors

The Perigon ESG Roundtable hosts expert panels and interactive discussions with advisor members on topics that will help you evolve your approach to ESG investing. Guest speakers are leading voices on ESG/sustainable investing, corporate sustainability and climate change.