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.
Read More >Watch on demand – Mary Lou Miles and Justin Hahn discuss trends that impact markets in the previous quarter and what they expect to drive the economy into the new year.
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.
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.
Watch on Demand – Join us to discuss the evolving landscape of cleantech investing – Kathryn Worstman and Mike Thiessen join us to explore these exciting innovations and opportunites.
Watch on Demand – Join us as we explore methods of considerate and effective estate planning – Genus Portfolio Manager Grant Conroy and Heritage Trust’s Nicole Garton join us to help uncover effective methods for smooth family wealth transitions.
Watch on Demand – we explored the Sustainable & Impact Portfolio Program from Genus Capital.
Watch on demand – Join us as we explore the pivotal role women are playing in the impact investing space – as investors, as asset managers and in other critical roles.
Watch on demand – Join Genus Client Relationship Manager and Partner Thomas Irwin and tax expert Jeff Borden, CPA & Partner at OakTree Chartered Professional Accountants for a deep dive into tax issues in 2023
Watch on demand – Genus host Stephanie Tsui, Portfolio Manager and Head of Foundations and Non-profits will take you through a deep dive into some of the sustainable investments we hold in our funds and through our Impact Investment Counsel. Featuring Alexa Blain & Rachel Murphy from Deetken Impact.
Watch on demand – Genus host Stephanie Tsui, Portfolio Manager and Head of Foundations and Non-profits will take you through a deep dive into some of the sustainable investments we hold in our funds and through our Impact Investment Counsel. Featuring Alexa Blain & Rachel Murphy from Deetken Impact.
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