Press & Speaking Engagements
Press:
Richard Zimmerman Speaks on Climate-Risk Management Techniques at ESG Forum
Richard Zimmerman Discusses How to Select ESG Investments with FundFire
Richard Zimmerman Discusses ESG Investing with Private Banker International - July 8, 2019
WE Family Offices Advisor Richard Zimmerman Speaks at Barron’s ESG Impact Summit- June 7, 2019
Richard Zimmerman Speaks at Impact Conferences - November 20, 2018
Values-Aligned Investing - May 1, 2018
Speaking - 2020
Opal Family Office Symposium - 08/05/20
Moderator: Creating and Impact Portfolio: Total Portfolio Construction Strategies
Opal Family Office & Private Wealth Management Forum 2020 - 07/20-22/20 - Newport, RI
Moderator: How Responsible and Sustainable Impact Strategies Drive Long Term Returns.
Opal Impact Investing Forum 2020 - 03/31/20 - West Palm Beach, FL
Moderator: Total Risk Management: Understanding Diversification and Performance Within an Impact Investing Portfolio. 3/31/20 (Canceled due to COVID-19)
Ceres 2020 - NYC - 06/04/20
Moderator: Mobilizing Private Wealth for Urgent Sustainability Progress
Columbia University - MS Sustainablity Program - 03/12/20 - New York, NY
Lecturer
Opal Family Office Winter Forum - 03/03/20 - New York NY
Speaker: How Responsible and Sustainable Impact Strategies Drive Long Term Returns
Speaking - 2019
2019 Sustainable Investing Conference - United Nations - NYC - 10/12/19
Moderator: Intersection of Human Rights and Climate Risk
East Coast Family Office & HNW Conference - NYC - 10/29/19
Speaker: Types of Capital to be Deployed for Impact
Investment Manager Institute IMI - Stamford, CT - 9/26/19
Speaker: Why Families Are Embracing ESG/Impact Investing
Opal 2019 Impact Investing Forum North - NYC - 9/24/19
Moderator: Impact Investing: How your Values can Create an Impact
Private Banker International Publication - July 2019
Featured: ESG and Family Offices
Opal Family Office Forum - Newport, RI - 7/22/19
Moderator: Impact Investing - Accelerating the Momentum toward the New Normal
Withers Worldwide Qualified Opportunity Zone Forum - Greenwich, CT and NYC - 7/17,18/19
Speaker: Family Offices and integrating an impact (ESG) strategy in QOZs
AVCJ Private Equity & Venture Forum- Global Perspective, Local Opportunity - NYC - 7/11/19
Speaker: Impact investment and ESG: An Asia update
Barron’s ESG & Impact Summit - NYC - 6/20/19
Speaker: Integrating ESG and Impact into the investment process
LinkBridge Investors Global Investors Manager Meeting - NYC - 6/24/19
Speaker: Family Office Global Investing
Opal Opportunity Zones Forum - NYC - 6/3/19
Moderator: Opportunity Zones and Social Impact
Big Path Impact Momentum Impact CEO Summit - Asheville, NC - 4/4/19
Moderator: Steward Ownership - Built to Last for Good
Opal Impact Investing Forum – West Palm Beach, FL - 4/1/19
Moderator: A Practical Guide to Setting up an Impact Portfolio: Total Portfolio Management for Multiple Returns
Institutional Investor Wealth Management Impact Investing Forum: Boston, MA - 3/20/19
Speaker: Case Study: Transforming a Traditional Portfolio into a Values-Aligned Portfolio.
Opal Family Office Winter Forum - NYC - 3/6/19
Moderator: Impact Investing: Driving Social Purpose Through Measurable Investment Returns
Skytop Strategies Generating Alpha. ESG as a core Driver - NYC - 2/13/19
Speaker: Alpha from Impact: Identifying Opportunities in ESG
Bernstein and Impact Capital Embrace Impact - NYC - 2/6/19
Speaker: Bernstein and Impact Capital panel on ESG/Impact
Speaking - 2018, 2017, 2016
Landmark Holiday Forum - Greenwich, CT - 12/13/18
Speaker: Approaches and Strategies of Alternative Asset and Impact Investing
Investment Management Institute 35th Fall Annual Consultants Congress - Stamford, CT - 11/15/18
Speaker: Working with the Next Generation of Family Offices
Responsible Investing RI Americas 2018, NYC - 12/5/18
Speaker: Can responsible investing really generate good returns while bringing meaningful long-term benefits to society? Impact investing: who’s allocating assets, and to what end?
Landmark Alternative Asset Forum - NYC - 10/11/18
Moderator: “Role of Social Impact Investing"
Opal Impact Investing North Forum - NYC - 9/12/18
Moderator: Learning from Impact Investors: Stories from the Trenches of Impact Investors
Big Path Impact Capitalism Summit - Nantucket - 7/17/18
Speaker: Impact Investing for UHNW families
OPAL Family Office & Private Wealth Management Forum - Newport, RI - 07/17/18
Speaker: Impact Investing: Driving Social Purpose through Measurable Investment Returns
OPAL Total Impact Conference - Palm Beach, FL - 4/23/18
Speaker: Portfolio Construction and Impact Investing: Crafting a Portfolio that is Tax Efficient and Aligns with your Values
Family Wealth Report Impact Summit: From Values to Value Creation - NYC - 10/11/17
Speaker: Measuring Impact: The Challenges of Translating Principles into Investment Practice
Gitterman SMART Impact Investing Conference - NYC - 10/27/16
Speaker: Impact Investing in Private Debt and Equity