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 – July 25, 2023

4:00 PM EST (60 minutes)

An expert discussion featuring:

John Streur | Calvert
Emily Green | Ellevest
Hosted by Bud Sturmak | Perigon

We will discuss:


Risk management and opportunities in current landscape


Practice management tips


How to respond to client questions / best practices

John Streur

John Streur


Meet John…

Emily Green

Emily Green

Ellevest Private Wealth Management

Meet Emily…

Bud Sturmak

Bud Sturmak

Head of Impact Investing
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.