HerPath is a new initiative by Pathstone dedicated to advancing women’s financial knowledge, enabling them to be better informed and equipped to make financial decisions with confidence. HerPath aims to create a welcoming and trusting space for women to come together, exchange ideas, collaborate, learn and help each other grow.

What is an ‘asset class’?” “So I’ve got an investment portfolio, but what does that mean and what questions should I be asking my advisor?” “What other investment strategies exist that I have not yet explored?” Come to this interactive session with all of your investment-related questions. Whether you are a novice seeking a breakdown of the fancy financial terms into plain English or more investment savvy and want to get even more out of your relationship with your advisor, there is something to be gained by everyone in this session.

More details about locations, agenda, and speakers will be provided upon RSVP.

PLEASE NOTE THAT SPACE IS LIMITED.
RSVP BY NOVEMBER 9, 2018

This event is intended for Pathstone’s female clients.

How do investment opportunities change when viewed through a different lens? What if that lens is tinted with gender inclusivity? How do both, risks and return, prospects change with this different perspective? Increasingly, investors are asking the question: “What does it mean to invest with a Gender Lens? And how can I use my capital to advance positive social change?” Join this session to hear stories about gender lens investing and learn about various ways that investors are activating their capital to advance social/gender equity, or integrate a gender lens into their investment processes.

More details about locations, agenda, and speakers will be provided upon RSVP.

PLEASE NOTE THAT SPACE IS LIMITED.
RSVP BY NOVEMBER 9, 2018

This event is intended for Pathstone’s female clients.

Executive Managing Director, Kelly Maregni, was a panelist at the BNY Mellon wealth symposium: The Future of Wealth Management and What it Means for your Business.

Living with wealth often creates unique opportunities. But these opportunities can also present challenges — challenges that are often due to differing perspectives family members, friends and society have around wealth. In our society money is often deemed a “taboo” subject making it difficult to openly discuss the emotions and challenges involved.

In this session we will explore varying perspectives around wealth, how your experiences have shaped your views, and how those views and experiences guide your decisions today. The program is intended to help you devise a practical approach to navigating the opportunities and challenges of living with wealth.

Please note this event is intended for Pathstone’s female clients, as well as other women among their friends, family, and network. Please feel free to invite those who may be interested.

Pathstone’s Co-CEO, Steve Braverman spoke on “Family Office Views” panel at the 4th Annual Private Wealth Southern California Forum in Los Angeles, CA. The discussion focused on the various paths family offices take to achieve their returns in current political and financial markets.

Pathstone’s Chairman, John LaPann, co-led a discussion on “The Role of the #COO” at the 9th Annual RIA East Investment Forum in Boston, MA.

Today, Mark Peters, Managing Director at Pathstone, discussed “Setting Expectations for Your Equity Managers” on a panel at the 9th Annual RIA East Investment Forum in Boston, MA.

Managing Director, Mark Peters, explored the topic “Does It Measure Up? Creative Solutions for Measuring and Evaluating Impact” on a panel at the Confluence Philanthropy Advisors Forum in San Francisco, CA.

Matthew Fleissig, President, spoke at the “Executive Roundtable: Growth Strategies for Success” session of the BNY Mellon | Pershing RIA Symposium in New York City on June 27.

Jeff Scheer, Director, moderated the “ESG Investing Public Securities Panel” at a Sustainable Investing Solutions (SIS) event on July 9 in Boston, MA.

On July 17, Director Jeff Scheer spoke at the Impact Capitalism Summit in Nantucket, MA, hosted by Big Path Capital. The panel, “State of Market: What are clients looking for?” dove into impact themes that most resonate with clients, current dynamics shaping clients’ interests, new strategies clients are looking for, as well as quantity and quality of impact investing opportunities.

Pathstone Managing Director, Mark Peters, participated on a panel tasked with “Breaking Down ESG Strategies” at the Opal Family Office & Private Wealth Management Forum in Newport, RI.  This panel provided their views on how investors are putting money to work with an ESG lens, and how these strategies are implemented across asset classes.

Donna Szeto, Pathstone Director, spoke on the “Incorporating Diversity & Inclusion into Investment Strategy” panel at the ESG Investing: Gender, Diversity & Inclusion Forum in New York, NY.

Executive Managing Director, John Elmes, delivered a presentation on “Structural Change in the FO Space: What You Need to Know” at the Family Office Association Martha’s Vineyard National Summit.

Managing Director, Mark Peters, will speak on the “Fixed Income: Navigating Opportunities for Responsible Investors” panel at the Opal Group’s Annual Impact Investing Forum North in New York City. Panelists explored Impact and ESG in fixed income, ranging across the return spectrum from private credit in renewables, to Green Bonds, to recoverable grants through Donor Advised Funds (DAFs).

Managing Director, Mark Peters, spoke on the “Identifying Financial Risk from Climate Change and Recommended Approaches for Investors” panel at the CleanTechIQ Managing Climate Risks Breakfast Briefing in New York City.

Managing Director, Jeff Scheer, will lead the interactive inquiry and closing remarks at Confluence Philanthropy’s Riskshift: Communicating Climate Risk to Investors event in New York City.

On November 12th, Pathstone held its 2019 Impact Conference titled “Everyone Should Get it – ESG” which featured top investment managers and philanthropists, discussing how to activate your whole portfolio.

When we say “Get it” we mean:

• Understand why Environmental, Social and Governance perspectives make economic sense
• Understand how investment managers incorporate ESG into their processes
• Be open to hiring exceptional ESG investment managers
• Look to measure ESG across investment strategies

The Impact conference lineup included top executives from leading investment firms, such as Breckinridge Capital Advisors, Boston Common Asset Management, Parametric, Summit Partners, The Ecosystem Integrity Fund, and New Energy.

This conference featured:

• Opening remarks from Ron Cordes of the Cordes Foundation on the topic of “ESG and Impact 1.0, 2.0, 3.0”
• A fireside chat with Ira Ehrenpreis, a managing partner at DBL and board member of Tesla
• Keynote speaker Twesigye Jackson Kaguri, who is delivering life-changing impact as founder of The Nyaka AIDS Orphans Project.

On November 12-13th, we launched our new FuturePath initiative designed to empower the next generation to take an active role in their financial lives and increase their financial acumen. Keynote speaker Chris Schembra, Broadway Producer, Entrepreneurial Advisor, and Founder of 7:47 Club, shared his strategy in owning your legacy and creating a meaningful community through positive social change and empowerment. This conference also covered several topics relevant to the next generation investors and stewards of multi-generational wealth, including:

• Living within your means
• Navigating Life Events
• Investments 101
• Starting a Business
• Multi-Generational Discussion on Family Dynamics (this session will take place on November 12th)

Pathstone has not participated in preparation or review of the content for this event, and therefore assumes no responsibility for this content.

Pathstone Managing Director Jeffrey Scheer was a presenter at Eaton Vance & Calvert’s ESG Boot Camp II in Boston, MA and shared Pathstone’s approach to educating our clients and colleagues about the importance of ESG investing.

Pathstone Director Elizabeth Shea speaks on finance panel at the herNetwork Conference at Boston University Saturday 02/22/20.

Pathstone has not participated in preparation or review of the content for this event, and therefore assumes no responsibility for this content.

Managing Director Jeff Scheer will speak on the“Reflections and Group Discussion with Investment Advisors” pre-conference panel at the Confluence Philanthropy’s 10^th Annual Gathering themed “The Decisive Decade,” to be held in San Juan, Puerto Rico on February 25-27.

Pathstone has not participated in preparation or review of the content for this event, and therefore assumes no responsibility for this content.

Jeff Scheer spoke on “The Impact of COVID-19 on Alternative Assets” panel at the RIA Virtual Summit hosted by IC Summits. The panel will take a deep dive into the Private Equity (PE) Market, the Venture Capital (VC) Market, Liquid Alts, Energy, Infrastructure, Private Debt, Real Estate, Hedge Funds and more.

Matt Fleissig spoke on the “Business Planning and the Need for Flexibility” webcast hosted by BNY Mellon | Pershing.

John Elmes participated in a panel discussion on accounting and reporting at the Virtual Family Office Planning & Structure Forum hosted by Opal Financial.

Jeff Scheer was a speaker on the “Manager selection with ESG considerations” panel at Opal Financial’s virtual ESG Investment Forum 2020.

Matt Fleissig spoke on “After the Deal is Done: Navigating the complicated field of M and A is only the beginning” panel at the Virtual Advisor Summit hosted by IC Summits.

Jeff Scheer spoke on the “Creating an Impact Portfolio: Total Portfolio Construction Strategies” panel at the virtual Family Office Investment Symposium hosted by Opal Financial.

Allison Kaplan spoke at the “Leveraging Technology for Client Retention and Engagement” session of the Investment Management Advisor Summit hosted by Portfolio Summits. The discussion focused on leveraging technology to help build and manage your RIA and client/prospect relationships.

Allan Zachariah spoke about “Breaking Up the Family Office: Splitting, Financing, and Structuring – When Family Members Want Their Own Family Office” on the Effective Family Office Podcast with Angelo Robles.

John Elmes addressed the topic of “Individualizing your RIA” at the Practice Management RIA Summit hosted by Portfolio Summits.

Liz Shea spoke on a panel discussing “Starting Up and Standing Out,” which will explore questions such as: How do you create a sustainable work/life balance? How do you find a mentor and harness strong Business Development skills? In addition panelists will cover the challenges, advantages, and opportunities female advisors face early on in their careers.

Alex and his co-panelists discussed how Advisors are using Alternatives for portfolio diversification income generation and long-term capital appreciation as well as opportunities for bigger returns and ways to frame those opportunities to clients.

Pathstone Chief Advisory Officer, Kelly Maregni, spoke at The Business of Family: Protecting the Matriarch and Patriarch Webinar and Q&A session hosted by Burns & Levinson.

John Przybylski and his co-panelists discussed how Advisors are proving their worth to clients and going above and beyond for their clients and their firms.

Pathstone President, Matt Fleissig, spoke on the “Family Office Tech Stack” with the Family Wealth Alliance focusing on how the pandemic has accelerated the shift to digital and discussing client expectations when it comes to technology and their experience.

Please reach out to contact@pathstone.com if you are interested in viewing the webinar.

Why are more and more philanthropic institutions embracing a trust-based model? Learn how creativity and trust, with an understanding of regulations, can impact philanthropy.

Matt Fleissig participated in a panel discussion on “The After-Tax Advisor – What You Should Be Doing Now?”

This panel brought together experts from across the ESG investing community to discuss the trends and expectations for the initial years of the Joseph Biden presidency, focusing on the following questions: What are ESG and impact investors expecting beyond returns? Which issues will motivate clients this year to align their values and their wealth? On the regulation front, which ESG-related rules are likely to undergo the biggest changes?

Jeff Scheer participated in the “Impact Investing Across All Asset Classes” panel discussion exploring how investors can use total portfolio strategies and solutions that embed ESG factors throughout investment processes, across strategies and asset classes.

Kelly Maregni spoke on the “Family Governance and The Family Office: Planning for the Next Generation” panel discussing best practices for involving the next generation in the family office.

Erika Karp spoke at the “Impact Investing: Consciously Aligning Profit with Social & Environmental Purpose” session of the Conscious Capitalism in Action Virtual Gatherings

Christine Fu-Shapiro will speak on a panel titled “Increasing your Agility and Marketing to a New Generation,” discussing Marketing, Customer Service, and User Experience strategies to reach the next generation.

Jeff Scheer will deliver a presentation to a Sustainable Finance class at Columbia University on the “Role of an Investment Consultant”

We hosted an engaging dialogue on entrepreneurship with author Joshua Dick as he explained how his simple “Grow Like a Lobster” mantra helped grow his grandfather’s small coffee business into a global business spanning 70 countries and growing sales 25 times in 15 years.

Click to View the Recording

Pathstone University & HerPath Present, Profiles and Pathways: How to Get What You Want in Your Career.

Join Pathstone Director, Sharon Gupta and panelists Pathstone Managing Director, Susan Wittliff, Associate, Karis Moran, and special guest Mark Tibergien. Our speakers will take you on a journey of empowerment and self-discovery and will answer your questions about finding your #careerpath and how to navigate the next steps in your career.

Join us for Pathstone’s live video seminar highlighting key themes from our recent collaboration with a range of subject matter experts in this important and growing focus for investors.

Pathstone Managing Director Katherine Pease will facilitate an in-depth, interactive session with the people whose work is featured in our recent report, Investing in Regenerative Agriculture: Voices from the Field. Presenters include leaders and practitioners in finance and investing, farming, advocacy and organizing, philanthropy, and academia.

Experts Address Data and Ratings as a Sustainable Procurement Driver

On Sept 29, SPLC will gather the sustainability community to dig deep on how to assess today’s expanding data collection ecosystem, and the ratings, labels, and data that hundreds of reporting and rating platforms deliver. The third in SPLC’s 2021 Deep Dive virtual event series will dig deep into root questions about the:

•  tension between collecting data and taking action,
•  confusion purchasers and suppliers face in a marketplace of hundreds of proprietary data collection and reporting systems,
•  concern that ESG analysts may not fully address truly meaningful sustainability indicators,
• fundamentals purchasers and suppliers need to grasp to leverage reporting and rating systems effectively to drive and reward sustainability improvements.

The 5th Annual Private Wealth Mountain States Forum is designed to bring together capital allocators and wealth managers from the area for a day of networking and knowledge share. The agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy.

Whether buying your first house or planning your next real estate purchase, it’s a decision that affects your financial goals.

We will be answering our most asked real estate questions including:

• How much should I spend and what can I afford?
• What’s the best way to finance and should I consider borrowing from family?
• What are the hidden costs of homeownership I may not be aware of?

Fourth Annual Private Markets Texas Meeting during Grand Prix week in Austin. This exclusive institutional gathering brings together the most important and active institutional allocators and family offices that are actively that are either based and or investing in Texas Private Equity, Venture Capital, Private Debt and Real Assets. Over 250 C-Level LP & GP professionals will come together to network and discuss investment opportunities, allocations, and the performance of all Private Markets related asset classes. The intention is that this meeting will serve as a catalyst in generating increased allocation to private markets in Texas.

Money stories formed in our childhood often unconsciously direct our feelings, actions, and attitudes about money into our adulthood. It could be a story of scarcity (never enough), worthiness (you don’t deserve what you have), or that money is a taboo topic (so it’s “bad”).

Learn how to uncover your money story and rewrite it for your best financial future.

1. How to uncover your money story.
2. How to rewrite your money story, so it empowers your financial future.
3. How to change the money story for your family.

• Overall state of the market in New York today and how are things feeling on the ground
• Office occupancy and the impact of remote working
• Tenants’ preferences and priorities in the current environment and post-COVID
• Integrating ESG factors to enhance value
• Leasing and investment sales activity
• Financing in the current environment
• The next 5 years as NYC continues to recover

Speakers:
Dave Freudenberg, Director, Private Markets, Pathstone
Nicholas Bienstock, Co-Managing Partner, Savanna
Brian Reiver, Managing Director, Savanna
Thomas Farrell, Managing Director, Savanna

As the world emerges from the worst pandemic in a century, billions of dollars are being poured into future pandemic preparedness and better infectious disease management. Yet major causes of death and disease before the pandemic persist. Health issues, such as mental health, substance abuse, and diabetes, have worsened as government and major philanthropic funding is decreasing for such conditions.

In this webinar, Pathstone Chief Impact Officer Erika Karp will talk with Dr. Derek Yach, a prominent global health advocate. Derek will address the shifting landscape of public health priorities and the implications for investment in critical research and programs. We will also explore the potential to invest at the nexus of health and climate, medicine and food, technology and health, and discuss the complexities and opportunities to achieve progress through the capital markets.

IPI Members participate in a variety of events held throughout the year in the U.S and around the globe. Driven by member interests, topics encompass all facets of wealth management and sustaining family wealth. Each year IPI’s four annual meetings are held across the country. They act as a focal point for all members to gather, share ideas and learn from experts and one another in the unique IPI environment.

Please join Pathstone on June 29th for a webinar exploring opportunities for income in the private markets.  Executive Managing Director Alex Hart will host a conversation with experts from Angelo Gordon and Cordillera Investment Partners. Key discussion topics will include:

• Opportunities to invest capital in overlooked and under-served segments of the private credit markets
• Investing in these spaces against the current macro environment
• How investors might achieve an uncorrelated outcome relative to traditional credit investments
• A live audience Q&A session

Pathstone Director, John Canorro, moderates a panel “Seizing the Day:  Taking Advantage of Alts”.

Is there a gray line between your family office and your family business creating unnecessary risk?

Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change?

A For Profit Family Office structure might be the answer to create opportunity for operational efficiencies, privacy, and reduce tax liabilities.

Join Allan Zachariah, Co-Chairman of Pathstone, in an interactive discussion on the key benefits and considerations of this modern family office structure.

In this TED-Style talk, guest speaker Tobias Donath from the Fidelity Center for Family Engagement shares how the process of financial decision-making can create closeness and connection in your family. Followed by a moderated Q&A, this thought-provoking session will illustrate how to:

• Navigate complex emotional and family dynamics around wealth
• Step into the emotional and relational aspects of wealth
• Seek voice from people impacted by your decisions
• Foster a sense of mutuality in your family
• Expand the generational wealth conversation

Erika Karp will be a speaker on Rise of Machines in ESG Investing Panel.

SALT New York, the first event held at the Javits Center Expansion, returns to Manhattan’s west side this September for three days of collaboration focused on disruptive innovation. Content will revolve around the themes of alternative investments, bitcoin, fintech, healthcare, infrastructure and sustainability.

Craig Metrick to Moderate

Opening Bell: The Next 12 Months at a Glance at the 6th Annual Private Wealth Mountain States Forum being held on September 29, 2022.

The Private Wealth Mountain States Forum is the region’s leading conference for family offices, high net worth wealth managers, and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program’s speaker faculty is primarily comprised of leaders in the sector from across the Mountain States..

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

ALTSSEA is hosted by CFA Society Seattle, CAIA Association, and the SAIA Association. With their guidance and oversight, this one-day event provides participants with an education-focused agenda and features leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market.

Please join us for an in-depth discussion on getting comfortable with Private Investing, moderated by Pathstone Managing Director, Sue Peterson. Hear from Pathstone’s Katie Robinette, Director of Private Markets Research and Jenny Thapa, Vice President of Private Equity at Lovell Minnick Partners, as they tackle the common questions about Private Investments.

Attendees will become knowledgeable about: 

• What is Private Investing?
• Why have Private Investments?
• What should I know that I don’t know about Private Investing?
• Is it for me?

Pathstone’s HerPath initiative is dedicated to advancing women’s financial knowledge, enabling them to be better informed and equipped to make financial decisions with confidence.

If you cannot attend but would like to view the recording, please register and you will receive the follow-up communication.

Pathstone Director John Canorro to host roundtable lunch with Nick Lotysz (from First Trust Capital in Chicago).

Craig Metrick to be a panelist on “The ESG Conundrum”.

Investing in environmental, social and governance goals are quickly gaining traction in private markets. As per a report published by Preqin in October 2021, asset managers committed to ESG investing now oversee an aggregate of $3.1 trillion or 36% of the value of total global private market assets*.

However, the research firm also, noted that managers and asset owners are struggling to integrate ESG metrics and goals into their investments because of greenwashing. As per industry experts, in order for private capital to succeed in this space, this issue must be addressed. The lack of standardization makes it increasingly difficult for investors across the spectrum to fact check the claims of private capital firms.

Given the outlined shortcomings, are the opportunities presented by the public markets a safer and promising avenue for ESG investments? Or is private capital the future of ESG?

This November, Reuters will be bringing together +300 executives from North America’s leading institutional asset owners alongside leading experts, solution providers and regulators to deliver insights, learnings and breaking news that will shape the future of the ESG investment ecosystem. Our carefully assembled speaker faculty unites top decision makers within the industry – expect policymakers, world-renowned ESG experts, and titans of the financial industry.

Companies are increasingly seeing tangible business value from investing in water efficiency, reuse, and recycling. In the context of rising global water scarcity, thoughtful water management strategies are becoming critical to a range of sectors, from agriculture to energy and heavy industry, to semiconductors and waste management. The demand for water infrastructure and management technology and services, in turn, is leading to compelling investment opportunities.

Join Pathstone’s Erika Karp for a far-ranging dialogue with Will Sarni, CEO of both Water Foundry and Future of Water Fund, and David Grant, Global Sustainability Director at PepsiCo, addressing this topic. They’ll discuss the opportunities, challenges, trade-offs and business value implications of robust water stewardship, as well as key potential investment opportunities. Their conversations will touch on themes from Will and David’s 2018 book “Water Stewardship and Business Value: Creating Abundance from Scarcity.”

If you cannot attend but would like to view the recording, please register and you will receive the follow-up communication.

Bryce McDonald Panelist on Navigating M&A and Success through Inorganic and Organic Growth at San Francisco RIA Summit.

The Credit Innovation US Summit is a one-day retreat focusing on emerging opportunities and best practice for private credit and CLO managers.

As assets in private credit strategies edge toward $2trn by the end of 2022 and the space continues to innovate via more diverse strategies and structures, this Chatham House gathering – designed for operations, finance, legal, product and back-office leaders across the growing spectrum of credit firms – will offer actionable solutions to this innovative sector’s current problems and potential.

Join Pathstone’s Chief Impact Officer, Erika Karp, for a conversation on moving from ownership to active stewardship. We will be joined by Yusuf George, Managing Director at Engine No.1, Paula Luff, Director of Research & Engagement at DSC Meridian Capital, and Andy Behar, CEO of As You Sow. This dialogue will delve into the implications and impact of proxy voting and shareholder resolutions. Our speakers will discuss their respective strategies and experiences in seeing how active ownership and corporate engagement can evolve into action in the Boardroom.

What can attendees expect to learn?

The webinar will offer insights for investors who want to learn more about using their status as asset owners to effect positive change.

If you cannot attend but would like to view the recording, please register and you will receive the follow-up communication.

Guest Speaker – David Torre, JD, CFP, AEP, CAP, Director, Pathstone “The Modern Family Office”

Different Perspectives: Family Office Ownership Models

Family offices come in many different shapes and sizes. At the foundation of each is its ownership model which has a tremendous impact on core business functions including culture, agility, service models, pricing, and sustainability. There are various structures in the industry, each unique, but most include some combination of shared ownership among employees, clients, and private equity investors. In this session we will hear from two industry veterans each with a unique model. We will discuss why they chose that model and the impact it has on employees, clients, and the overall business.

Speakers:

• Matt Fleissig, CEO, Pathstone
• Rob Francais, CEO, Aspiriant
• Moderated by Loraine Tsavaris, Retired Senior Advisor

The Private Wealth Pacific Northwest Forum was developed as an education-focused, in person event for allocators and asset
managers. The purpose of this meeting is to facilitate the dissemination of actionable investor content, coupled with supporting
the continued development of the private wealth investment industry in the Northwest region.

As highlighted by Forbes, a multi-billion dollar economic sector can drive innovation, job creation and investment opportunities. On this call, we’ll address each of these factors along with the magnitude of impact capital moving to the Creative Economy. Join Pathstone’s Chief Impact Officer, Erika Karp and Laura Callanan, founding partner of Upstart Co-Lab, for a discussion on connecting capital to creative people who make a profit and make a difference.

Audience members can expect to learn about:

– Opportunities in creative industries including fashion, film & TV, video games, and food
– How BIPOC and women entrepreneurs succeed in the creative economy
– The role of the creative economy in comprehensive community development
– Why art patrons and endowed cultural institutions are the newest impact investors

March 16, 2023 at 2:00 PM ET

In the transition to clean energy, how should we think about fossil fuels?

Join Pathstone’s Erika Karp for a conversation with Mark Brownstein, Senior Vice President (Energy Transition), at the nonprofit organization Environmental Defense Fund, Geoffrey Eisenberg, Partner at the Ecosystem Integrity Fund, and Brooks Preston, Managing Director at Macquarie Infrastructure and Real Assets. Erika, Mark, and Brooks will delve into the transition to clean energy, including both the promise and challenges of moving to zero-carbon energy and the reality of our ongoing need for fossil fuels. Make sure to join us to hear this nuanced take on a challenging topic.

The conversation will reflect current facts about the current state and trends in the energy sector:

-Currently, fossil fuels supply 80% of the world’s energy supply.
-In 2022, global carbon emissions stood at 40.6 billion metric tons.
-According to the Intergovernmental Panel on Climate Change (IPCC ), to limit global warming to 1.5°C, global greenhouse gas emissions need to be reduced by 43% by 2030.
-Solar photovoltaic (PV) technology, wind, hydro, and bioenergy will be the most impactful technologies in terms of reductions. Of the technologies listed, solar PV is the fastest growing.
-In 2022, renewable energy accounted for 22% of US electricity generation.
-Global renewable energy capacity has increased over 8% from 2021-2022 and will reach the 300 Giga Watt mark.

Please join us for an in-depth discussion on getting comfortable with Private Investing, moderated by Pathstone Managing Director, Sue Peterson. Hear from Pathstone’s Elena Vasilescu, Vivien Johnson and AJ Levine as they tackle the common questions about Private Investments

Attendees will become knowledgeable about:
What is Private Investing?
Why have Private Investments?
What should I know that I don’t know about Private Investing?
Is it for me?

Pathstone’s HerPath initiative is dedicated to advancing women’s financial knowledge, empowering them to be better informed and equipped to make financial decisions with confidence.

If you cannot attend but would like to view the recording, please register and you will receive the follow-up communication.

On behalf of family wealth-holders, Carlyle convene ‘Call-to-Action Forums’ and working sessions focused on accelerating the advancement of specific initiatives in business, impact investing or philanthropy.

Topics will include:

• How the RIA model is well-positioned to serve the ultra-wealthy
• Technology that can help advisors effectively serve their most important client
• How to create the ideal client experience
• Best practices for winning this segment

Despite ESG frameworks and rankings’ imperfections, they are impacting billions of investments. And, hundreds of trillions more are needed to realize a just transition to a decarbonized global economy.

GreenFin 23 will convene an influential audience of finance, investment and sustainability professionals to share insights, address key challenges and showcase leading sustainable financial products and services.

Pathstone hosted over 100 clients and guests at the end of September for two amazing panel discussions. Russ Ramsey, CEO of Ramsey Asset Management, moderated an in-depth conversation on investing with private equity leaders Frank Sands, CIO and CEO of Sands Capital, Jim Zelter, Co-President of Apollo Global, and Brian Sheth, Founder of Haveli Investments. Maya MacGuineas, President of the Committee for a Responsible Federal Budget, moderated a fascinating discussion between Senators Todd Young and Mark Warner. The discussions offered great insights into some of the challenging and complicated financial and policy issues of our times.

Pathstone’s HerPath Committee hosted a Conversation Circle at the Buckhead Club in Atlanta, GA.  Female leaders from Pathstone and attendees discussed various topics to help one make informed investment decisions.

Boston-based Director, Jeffrey Scheer, CFA, spoke on the Role of the Investment Consultant for the Sustainable Finance class through the Sustainability Management School (SUMAS) at Columbia University in New York.

Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family, financial, and planning goals. They can be an efficient and effective way to integrate a family enterprise and optimize governance, involving family members and their trusted advisors. PTCs allow families to:

• Manage complex assets, such as operating businesses and real property,
• Maintain control over the management and administration of their assets,
• Engage rising generations through the governance structure,
• Streamline succession planning, as the PTC enjoys a perpetual lifespan,
• Improve communications and family dynamics

In this webcast, Scott Weaver and Kea Molnar from Jackson, Wyoming-based Willow Street, which specializes in advisory, governance, and operations for Wyoming PTCs, shared an introduction to PTCs, common PTC structures, and case study examples of how family enterprise families have benefitted from establishing PTCs. Willow Street is a sister company to Pathstone, an independent wealth management firm serving multigenerational families with complex needs.

This webinar was moderated by Pat Soldano, President of the Family Enterprise USA, as part of Pathstone’s sponsorship of the organization. 

Kelly Maregni, President of Pathstone, served as co-chair and speaker at the 2024 Family Wealth Alliance (FWA) Summit.

As a panelist on “M&A: Running the Business Post-Acquisition,” she discussed how to navigate the difficult nuances that arise following an acquisition.

Pathstone is a proud sponsor of the Confluence 2024 Practitioners Gathering.

Managing Director of Pathstone, Katherine Pease, moderated a panel on Thursday during the four-day event.

The YWCA of Seattle/King/Snohomish hosted a webinar in Q1 of 2024 to help educate on the intricacies of estate planning.

Managing Director of Pathstone and longtime YWCA supporter, Sue Peterson, CFA, hosted and spoke at the “Gift and Financial Planning Virtual Seminar.”

Pathstone’s CEO, Matt Fleissig, sat on a panel with other CEOs discussing “Wealth Management: Leading Nationwide Fee-Based Financial Advisors (RIAs)” at Tiburon CEO Summit XLVI.

The Pathstone Finding Meaning in Money Conference boasts an intimate collection of curious minds, delivering innovative and personalized content to help clients align personal values with long-term investment strategy, while learning about creating social impact and planning for generational wealth transfer.

Finding Meaning in Money is focused on the critical aspects of wealth – family, career, philanthropy, happiness and wellness.

Pathstone Innovators was an engaging evening with a vibrant community of pioneers and influencers in the consumer goods and technology sectors.

This event offered a unique opportunity to delve into meaningful conversations and forge connections with fellow visionaries.

Pathstone is a proud sponsor of the Western Philanthropy Conference hosted by Clark Nuber. This event is an opportunity for foundations and individuals to go deeper into the world of charitable giving.

Pathstone’s Rachele Bouchand and Katherine Pease spoke and moderated panels during the event while other team members were present at the Pathstone booth engaging with attendees!

RIA Intel and the RIA Institute hosted the Annual RIA Intel Awards. Executive Managing Director of Pathstone, Kenneth Hart CFA^® , led the discussion “Stand Out in a Crowd: How to Create a Unique Value Proposition to Clients” during breakfast.

Pathstone Director, Taddy Barnhill, spoke at Fidelity’s ‘Growing Your Practice with Charitable Planning’ webinar on June 6^th.

Estate planning is a conscious set of choices with multigenerational implications beyond the purely financial. We believe planning should be approached thoughtfully and intentionally as a tool to move towards an individual’s or family’s vision of success. While the scheduled sunset of federal estate tax exemptions at the end of 2025 is spurring interest in the subject, rushed planning is often bad planning and taxes shouldn’t be the only catalyst for action.

In this webinar series Pathstone Managing Director Jim Coutré and Chief Fiduciary Officer Scott Weaver, share their experiences over the years working with clients from the family dynamics and fiduciary perspectives, respectively. Jim and Scott explore common obstacles to thoughtful estate and wealth transfer planning and how to address them while considering family values and purpose, planning strategies, and tactics and implementation.

JUNE 5: Family Values and Purpose ✔

JUNE 12: Planning Strategies ✔

JUNE 18: Tactics and Implementation ✔

In this webinar, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim Coutré and Scott Weaver will share their insights into why estate planning should begin with a clear articulation of family vision and values, how this preparation supports the selection of appropriate strategies, and how to put these concepts in action. They will share examples from their years of working with clients from the family dynamics and fiduciary perspectives, respectively.

Pathstone and Katz Amsterdam co-host the second annual Impact Venture Summit bringing together private market investors, fund managers, and impact company founder and CEOs to discuss the current state of private market impact investing and explore the role of venture capital in driving impact. This event focuses on focusing on topic areas such as advancing mental health innovation, scaling climate technologies, empowering underrepresented communities, and closing the women’s health gap.

Pathstone is hosting its second annual Investment and Policy Conference, featuring leading investment and business executives to discuss several of today’s key investment themes within infrastructure and private equity.

Pathstone’s Savvy Teens is focused on providing the rising generation with knowledge and tools to successfully navigate the many opportunities and challenges that come with managing wealth. Our intimate workshop for teens (ages 13-19) fosters meaningful dialogue while exploring the essential tools and strategies needed for the rising generation to thrive.

Few families define their success in terms of money. We all have goals and aspirations for a life well lived, a thriving family and a healthy society. Investing in your Social Capital – your family’s connection to, and impact on, the world around you – can move you closer to these goals. Whether your family is focused on catalyzing positive impact through philanthropic giving, entrepreneurship, social influence, or financial investments, Pathstone is here to help.

In this webinar, we’ll share how other families think about Social Capital in the context of their Legacy, Relationship, Financial and Human Capital, and we’ll dive into qualitative and technical opportunities for families looking to enhance their lives through the pursuit of service and support of others.

The Pathstone Private Markets Forum will explore the philosophy and processes that shape our approach to private markets.

Founder and Managing Partner of Nexus Capital Management, Damian Giangiacomo, will share his knowledge on navigating today’s investment environment.

The Pathstone team, including Adam Lewis, Alex Hart, Jared Weiner, and AJ Levine will further enrich the discussion by offering their views on private markets and portfolio diversification.

Pathstone Managing Director Craig Metrick is speaking at the 8^th Annual Private Wealth Mountain States Forum. Metrick is speaking on the “Asset Allocation and Macroeconomic Outlook” panel. The panel is slated to discuss the evolving macroeconomic landscape providing insights into global trends and potential impact on asset classes.

Metrick and the panel will share their perspectives on where opportunities lie and the potential pitfalls to avoid in pursuing optimal asset allocation.

Managing Director Sue Peterson is co-hosting the virtual planned giving workshop, “Optimize Your Legacy for Your Family and Community.” The workshop is organized by Bellevue Lifespring hoping to share “valuable insights and practical ideas to help you make informed decisions about your legacy.”

According to Lifespring topics to be covered include:

• “How to maximize benefits for your children and the charities you support.”
• “Very specific ways to understand if you have enough to gift and the many ways you can make a gift.”
• “How to get the biggest bang for your buck and save money doing it.”

Pathstone is excited to bring together some of the industry’s most bespoke investment managers and influential thought leaders to explore the market and economic trends. Attendees will gain deeper insight into their investments and learn more about Pathstone’s investment philosophy, strategy, firm, and team.

Parenting in a world of wealth comes with unique challenges, especially as your children transition into their 20s and begin defining their own paths. Join Jim Coutré, Managing Director leading Pathstone’s Wealth Planning Group, and Hannah Kanstroom, Director of Family Advisory, on Tuesday, February 11 at 1:00 PM ET for Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood, a Pathstone webinar designed exclusively for parents. During this session, we’ll dive into:

• Mental Models Around Wealth: Unpacking long-held narratives about the influence of money on your children and confronting the realities of their growth and independence.
• Taking Stock: Understanding what’s truly in front of you as a parent versus the stories you’ve been taught to hold on to.
• Relentless Transparency: How openness and honesty can reshape your family dynamics and foster stronger relationships.

1:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT

Jennifer Albert is speaking on the CAIS panel The Alternative Edge: Women Pioneering in Investments at their Women in Wealth Leadership Forum. The discussion will explore the evolving role of alternative investments in wealth management, the challenges and opportunities in expanding adoption, and strategies shaping the future of private markets.

We are excited to share that Pathstone will serve as a sponsor for Confluence Philanthropy’s 15th Anniversary Practitioners Gathering, continuing our long tradition of supporting their work with foundations, family offices, and their advisors. The event, taking place March 11-13 in San Francisco, enables members to share best practices “that build a common future through the interwoven nature of relationship, interdependence, and money.”

Eric Stephenson, Pathstone’s Managing Director of Integration & Optimization, will be speaking at the conference. Eric also serves on the Board of Directors for Confluence Philanthropy and is Co-Chair of the Cordes Foundation. Katherine Pease, Managing Director at Pathstone, will lead a conference session on foundation spend-outs.

Katherine Pease, Managing Director at Pathstone, will be attending and leading a session during the event.

Eric Stephenson, a Managing Director at Pathstone, will be speaking on the “Future of Wealth Management” panel at the Markets Group: 9th Annual Private Wealth Tri-State Forum.

According to the Markets Group, “Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy.”

Pathstone’s FuturePath Rising Gen Summit is a gathering for the next generation of wealth holders, designed to foster connection, reflection, and personal growth. Hosted in Denver, the event kicks off with an intimate dinner on April 30, where facilitators Jim Coutre and Kristen Heaney will lead a discussion on trust-building and the unique blessings and burdens of inherited wealth. The following morning, participants will engage in interactive sessions focused on personal development, family dynamics, and driving meaningful change beyond their family’s legacy.

The Pathstone Finding Meaning in Money Conference boasts an intimate collection of curious minds, delivering innovative and personalized content to help clients align personal values with long-term investment strategy, while learning about creating social impact and planning for generational wealth transfer.

Finding Meaning in Money is focused on the critical aspects of wealth – family, career, philanthropy, happiness and wellness.