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Impact Leadership Retreat

Posted by Jeso O'Neill, Chief Marketing Officer on 5/23/19 9:25 AM

For our first VFG Impact Leadership Retreat, Vanderbilt brought together the leaders within our impact investing group to learn and connect over the ideas currently circulating within our community.

11WhatsApp Image 2019-05-07 at 9.36.56 AM(2)The retreat was held at the beautiful Mohonk Mountain House in New Paltz, NY and included days of learning interspersed with hikes in nature, guided meditation and delicious, gourmet meals. We discussed macroeconomic factors affecting the broader markets and explored products working on a more granular level to have positive environmental and social impact in the lives of folks locally and globally; we connected on what brought us on our impact journey; we learned how to talk about climate change more efficiently with our clients; and, perhaps most importantly, we discovered opportunities for collaboration amongst our driven and impactful group of financial advisors.

Are you an impact-oriented financial advisor looking for a like-minded community? Reach out to explore joining our Impact Team by clicking here:Join Vanderbilt

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