Impact Investing: Defining the Future of Purpose-Driven Finance and Investment Strategies – ImpactVest – 2.27.25

Overview:
Title: Impact Investing: Defining the Future of Purpose-Driven Finance and Investment Strategies
Date: Thursday, February 27, 2025
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand CE
Join ImpactVest for a deep dive into how impact investing is defined, the problems it seeks to solve, and how the sector is evolving. We will cover the growing demand for impact-focused investments and tools and strategies advisors can leverage to meet client demand for purpose-driven investments.

In this live, interactive session we will cover:

  • What is Impact Investing, and Why Does It Matter?
  • Regenerative Finance and Investment Opportunities
  • Impact Investing Case Studies

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Aisha Williams Aisha Williams CEO ImpactVest

As the Founder and CEO of ImpactVest, Aisha Williams is dedicated to reimagining the future of impact and sustainability. Recognized as a prominent emerging asset management firm and a member of the Council for Inclusive Capitalism as well as the Financial Times Forum, ImpactVest is committed to a mission that drives positive change.

With a distinguished background, Aisha holds the United States Department of Defense (DoD) National Security Education Program Boren Scholar (NSEP) designation, leading to a prestigious diplomatic public service career. She is a member of the Harvard Business Review Advisory Council, an alumna of the University of Zurich Center for Sustainable Finance Adviser, and a certified expert in Sustainable Finance from the Frankfurt School of Management. A graduate of HEC Paris, Aisha brings a wealth of expertise, serving as an external ESG expert at the EU Commission.

Liam Cleary Liam Cleary Chief Economist ImpactVest

As Chief Economist at ImpactVest, Liam Cleary is at the forefront of impact investing, shaping the future of finance with a mission for real, sustainable change.

An ICAEW Chartered Accountant, Liam built his career in London, in finance and capital markets, before transitioning into impact investing, where he now capitalises on the opportunity to align purpose with profit. He holds a B.Sc. in Economics from Leeds University Business School and brings a dynamic, disciplined approach to leadership, shaped by his experience as an international rugby player for Finland.

Based in Paris, Liam is actively engaged in global economic discussions, thought leadership, and policy advisory, supporting ImpactVest’s vision of reimagining capitalism for a sustainable future.

This webcast is for informational purposes only and is not intended as financial advice. The views expressed during the presentation are those of the speakers and do not necessarily reflect the views of ImpactVest. Investing in impact-focused and regenerative finance strategies involves risks, including the risk of loss of principal. Past performance is not indicative of future results.

The information presented in this webcast should not be construed as an offer to buy or sell any investment products, nor is it intended as a recommendation for any specific investment strategy. Investors should consult with a qualified financial advisor before making any investment decisions.

Impact investing and regenerative finance involve unique opportunities and challenges that may not be suitable for all investors. Investments in these areas should be made only after careful consideration of your investment objectives, risk tolerance, and financial situation.

ImpactVest does not guarantee the accuracy or completeness of the information provided in this webcast and disclaims any liability for any errors or omissions.