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 facilitate impactful interactions.
Next Roundtable Event – March 7, 2024
4:00 PM EST (60 minutes)
An expert discussion featuring:
Rick Wartzman | Co-founder, Bendable Labs
Hosted by Bud Sturmak | Perigon
We will discuss:
Overview of the research behind Drucker Institute annual best-managed companies list, “Management Top 250” featured in the Wall St. Journal
This research examines the entire corporate anatomy: customer satisfaction, employee engagement and development, innovation, social responsibility and financial strength
What does empirical research tell us about companies embracing ESG?
Discussion of methodology and conclusions
Rick Wartzman
Co-founder
Bendable Labs
Meet Rick…
Bud Sturmak
Head of Impact Investing
Perigon Wealth Management
Meet Bud…
Links to Wall Street Journal articles featuring Drucker Institute research (subscription required):
Forget the Term ‘ESG.’ But Don’t Ignore the Power of the Concept:
https://www.wsj.com/business/c-suite/esg-forget-term-2b9e57e8?mod=Searchresults_pos1&page=1
Management Top 250: 2023:
https://www.wsj.com/news/collection/management-top-250-2023-d1f5965c
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.
