Come Join Perigon’s ESG Roundtable

Tuesday, May 4th at 4:00pm EDT

Perigon is launching a new ESG Roundtable, designed as an advisor-led peer-to-peer group on all things ESG and we would love to have you join us. The purpose of this group is to help build advisor awareness, knowledge and expertise on how best to integrate ESG into your firm offerings.

Some key topics we will be discussing include:

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Understand why ESG has become a “must have” for all advisors

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Learn from other advisors who are thought leaders on ESG/sustainable investing

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Collaborate on all facets of ESG with your peers

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Learn how to speak to clients about ESG

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Learn how to curate best solutions and align appropriate fit for each client

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Understand how to implement impact reporting and communicate to clients

During our roundtables, we plan to have short panel discussions led by advisor peers now active in ESG that will be interactive with our roundtable participants. In the future we plan to invite in guest speakers who are leading experts on ESG/sustainable investing, corporate sustainability and climate change. Most importantly, we want input directly from our roundtable participants to help shape future conversations, topics and speakers.

Bud Sturmak

Presented by: Bud Sturmak
Partner | Co-CIO

Who: Advisors interested in building ESG expertise and collaborating with their peers
When: Tuesday, May 4th at 4:00pm EDT (Duration: 60 minutes)
Where: Zoom – we’ll send out a conference link after you RSVP
RSVP: esg@perigonwealth.com

We plan to host the roundtable quarterly via Zoom for approximately 60 mins and hope to add in person gatherings when it is safe to do so.

Bud Sturmak

Presented by: Bud Sturmak
Partner | Co-CIO