While trillions of dollars now target socially responsible investments and the integration of environmental, social and governance themes, many Family Offices are eager to move the conversation beyond the academic to the practical application of these ideas.

An optimistic investment policy statement can stall as the barriers presented by limited frameworks and the lack of data become hard to navigate.

Please join us on February 14th as we illustrate how asset owners are overcoming these obstacles.


  • Elizabeth Lewis, Head of Sustainable Investing, World Resources Institute
  • Clara Miller, Director & President, Heron Foundation
  • Lee O’Dwyer, Equity Application Specialist, CFA, Bloomberg L.P.