What does fiduciary duty mean for investment committees today? Explore how foundations and charities can align their portfolios with their mission.
Read More >What does fiduciary duty mean for investment committees today? Explore how foundations and charities can align their portfolios with their mission.
Read More >Estate planning is often reduced to documents and structures, but the families who navigate it best start somewhere deeper: their values. Join Genus Capital Management for a live session on values-based estate planning, exploring how a family's values and intentions should shape the legal and financial structures they put in place — and how to keep beneficiaries, communication, and trust at the center of the plan.
Read More >Some investors are asking whether they should reduce their exposure to U.S. equities because of tariffs, political developments or concerns about the direction of the American economy. The key for investors is understanding what today’s global changes mean for the companies and assets they own – and how to ensure their portfolio genuinely aligns with their goals and values.
Read More >Estate planning is often reduced to documents and structures, but the families who navigate it best start somewhere deeper: their values. Join Genus Capital Management for a live session on values-based estate planning, exploring how a family's values and intentions should shape the legal and financial structures they put in place — and how to keep beneficiaries, communication, and trust at the center of the plan.
Read More >Climate change is no longer a long-term scenario that businesses and investors can plan for someday. It's reshaping how companies operate today.
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Watch on demand – Join us for an insightful webinar on the fundamentals of bonds, with a special focus on sustainable bonds and their growing importance in today’s market.
Watch on demand – Join our webinar session to discuss the evolving landscape of the philanthropy investing space, with a specific focus on the women who are shaping it.
Watch on demand – Join our expert panel as they discuss issues that affect women investors and explore solutions for women who are either new to investing or would like to do more with their investments.
Watch on demand – Join our expert panel as they discuss issues that affect women investors and explore solutions for women who are either new to investing or would like to do more with their investments.
Watch on demand – Join our expert panel as they discuss issues that affect women investors and explore solutions for women who are either new to investing or would like to do more with their investments.
Watch on demand – Join the Genus leaders as they revisit the highs and lows of 2023, and look ahead at what’s in store for 2024.
Watch on demand – Join the Genus leaders as they revisit the highs and lows of 2023, and look ahead at what’s in store for 2024.
Watch on demand – Join Jill Bester and Shannon Ward as they discuss the ins and outs of impact investing in public markets.
Watch on demand – Join us as we discuss the careful navigation of capital transfer with our panel of Family Enterprise Advisors Grant Conroy and Tim Yeung.
Watch on demand – Join us as we explore best practices when it comes to your investments and insurance policies, with a panel of investment and insurance experts.
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