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:

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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.

Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.

Clearing agent: Fidelity Clearing & Custody Solutions

Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity

Clearing & Custody Solutions, Charles Schwab

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

VFG uses MSCI, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at MSCI.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.