The Perigon Impact Roundtable
A collaborative, advisor-led forum exploring how sustainable investing strategies can enhance your practice and empower your clients.
Discover how to make sustainable investing 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 – June 17, 2025
The Future of Impact Investing: What the Data Tells Us
4:00 PM EST (60 minutes) Virtual
Join us for a thought-provoking conversation with:
Mark Bateman | Head of Values-Aligned Research, Aperio
Jamie Nulph, CFA | Senior Climate Specialist, MSCI
Hosted by Bud Sturmak | Perigon
We’ll Cover:
Fresh insights from Aperio and MSCI
Emerging patterns in client preferences and investment data
The growing demand for personalization in portfolios
Trends in performance, risk, and capital flows
Mark Bateman
Head of Values-Aligned Research
Aperio
Meet Mark…
Jamie Nulph, CFA
Senior Climate Specialist
MSCI
Meet Jamie…
Bud Sturmak
Head of Impact Investing
Perigon Wealth Management
Meet Bud…
Impact investing isn’t just a trend. It’s a way to connect with what matters most to your clients.
The Perigon Impact Roundtable brings together leading thinkers to unpack where sustainable investing is headed and how to make it a seamless part of your advisory practice. Each session offers actionable ideas and conversations that help you stay ahead of the curve.
