Impact Investing, Opportunity Zones & Blockchain

Tuesday, May 7

11:45 AM - 12:45 PM

Location: Grande Ballroom B

CE: 1

Level of Complexity: Intermediate

Speaker(s)

William Cunningham, AM, MBA

Founder
Creative Investment Research

Impact investing refers to investments made with the desire to generate positive financial, social and/or environmental impact. Join the discussion of the history of impact investing, from its roots in socially responsible investing (SRI), to the development of environmental, social and governance (ESG) investing and corporate social responsibility (CSR) investing.

Learning Objectives:

Define impact investing, Opportunity Zones and blockchain.
Understand how blockchain may be used to track the social impact of Opportunity Zone investments.
Identify the components of Opportunity Zone Investing as they relate to tax reduction/management techniques