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How to Talk to Your Financial Advisor About Impact Investing

Tuesday, November 10, 2020
1:00pm - 2:00pm

Your organization has decided you want to move forward and begin to make impact investments, but your financial advisor is not yet familiar with impact investing. Join us for a fireside chat with Ron Cordes to learn how to manage that conversation to grow the relationship and maximize the impact.



Monique Aiken

Contributing Editor Impact Alpha and VP of Program, Mission Investors Exchange

Monique is passionate about social change and positive impact after spending 15 years in investment banking, where she developed her understanding of the capital markets. She is a Contributing Editor at ImpactAlpha, an online news magazine for the impact investing sector and VP of Programs at Mission Investors Exchange, a network organization for +250 members seeking to deepen their practice of impact investing through peer-learning. Prior to joining Mission Investors Exchange, Monique help leadership positions with Tideline, a boutique impact investing strategy consulting firm, the Clinton Foundation for No Ceilings: The Full Participation Project, Deutsche Bank’s Commodity Derivatives Sales group, Citigroup, and Bank of America.

Ron Cordes

Co-Founder, Cordes Foundation

Ron Cordes has enjoyed a 30+ year career in the investment industry. He was a co-founder and CEO of AssetMark, a leading U.S. managed account platform with $30+ billion of AUM, co-authored “The Art of Investing” published by McGraw Hill, and was an Ernst & Young Entrepreneur of the Year. Since co-founding the Cordes Foundation in 2006 with his wife, Marty, Ron has focused on impact investing and social entrepreneurship and currently serves on the boards of MicroVest, ImpactAssets, Fair Trade USA and the Social Impact Lab at Lynn University. His work in this area has been profiled in an array of publications including the New York Times, Barron’s, FastCompany, Forbes and FORTUNE.

Presented in partnership with:


Thank you to RBC Global Asset Management for sponsoring and partnering on this impact investing series.


No cost to participate

Who May Attend
Current SCG, NCG, and SDG members and eligible non-members: family offices, private investors, foundations, institutional investors who are interested in learning about investments into enterprises and funds that generate financial returns alongside positive social and environmental impact.

SCG members: Register online (you must log in to your SCG account to register).
NCG & SDG members: Please contact [email protected] to register.
Non-members: Register online. If you do not have an SCG account, contact us.
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

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9:30am - 11:30am
Southern California Grantmakers

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Tuesday, July 9, 2019 to Wednesday, July 10, 2019
Joan Palevsky Center for the Future of Los Angeles

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Not-for-Profit Education Series – Tax Update

Thursday, November 1, 2018
9:00am - 11:00am
City Club Los Angeles, Harbor Room

Join Moss Adams, Royal Bank of Canada and Southern California Grantmakers for the Not-for-Profit Education Series. During this presentation, we will review key tax updates affecting the tax-exempt sector and provide insight from the U.S.

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