The panel will delve into the nuances of ‘values-based investing’ and ‘impact investing’

ROCKVILLE, MD, March 28, 2019 /24-7PressRelease/ — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that Managing Director Glen Macdonald will moderate a panel at the 4th annual Opal Impact Investment Forum. The Forum will take place April 1-3 in West Palm Beach, Florida.

The Forum seeks to bring together thought leaders in the ever-growing impact investing space and ignite a discussion on creating positive social and environmental impacts alongside a financial return.

The panel, titled “Values Based Investing vs. Impact Investing,” will delve into the nuances of ‘values-based investing’ and ‘impact investing’ and explore the motivations behind and merits of each as well as their respective criteria for measuring success.

“I’m honored to be invited to participate in this important and timely discussion,” said Macdonald, who added: “I also look forward to sharing our perspective gained from working with clients on their personal, values-based investment strategies as well as hearing the insights of fellow attendees that will advance the field.”

Glen Macdonald joined Bronfman Rothschild’s New York office as a Managing Director in September. Recognized as a leader in values-based investing and innovative philanthropy, he is Co-founder and Chairman of the Wealth & Giving Forum, which promotes the effective deployment of capital among families and foundations that seek both positive financial and social returns.

About Bronfman Rothschild

Based in Rockville, Maryland, Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. With ten offices throughout the Midwest and East Coast, we offer comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement plan sponsors. Our in-house research capabilities and the collective expertise of our team are supported by our collaborative, client-focused culture. Our 95+ employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.

Bronfman E.L. Rothschild is a registered investment advisor (dba Bronfman Rothschild). Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.

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