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
Ellevest Private Wealth Management
Head of Impact Investing
Perigon Wealth Management
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.