On February 13th, 2018 our President and Co-Founder Steve Feldman was privileged to attend the Bernstein 2018 IMPACT Conference in West Palm Beach, Florida. The conference focused on the growing “impact-investing” movement and how businesses are balancing potential financial gains with social good.

The Program

The program began with a welcome from Evan C. Deoul, Senior Managing Director of Bernstein.  The evening was an education in the diverse efforts within the wealth management industry to foster investments in companies and non-profits with a positive social impact.

The keynote speaker was globally recognized leader in sustainable investing, Barbara Krumsiek. Her professional background spans four decades in the asset management field. Most recently, she was President, CEO and Chair (1997-2014) of Calvert Investments, Inc., a $12 Billion asset management firm known for its focus on environmental, governance and corporate social responsibility performance of companies.

Ms. Krumsiek was awarded the Lifetime Achievement Award from the Mutual Fund Industry Awards in March, 2016. She received Columbia University Business School’s Botwinick Prize in Business Ethics in 2012 and is a Washington Business Hall of Fame Laureate. She was named in Ethisphere’s 2015 list of the 100 Most Influential in Business Ethics.

You can view her TEDxBayArea talk below.

Balancing Financial Prosperity with Social Good

The panel discussion focused on how organizations (and individuals) can balance the pursuit of financial prosperity with social and ethical good.

The panel included: 

Travis A. Allen, Senior Portfolio Manager and Director, Bernstein

Erin Bigley, CFA, Senior Portfolio Manager — Fixed Income, Bernstein

Vincent J. Spiziri, Senior Managing Director — Bernstein Philanthropy

Barbara Krumsiek, Former CEO — Calvert Investments

Our President Steve Feldman felt the evening was an enlightening experience:

Bernstein has become a leader in the social philanthropy world.” He continued, “As an internationally recognized financial firm of the highest caliber their leadership in this area speaks volumes about their ethical efficacy. It was a frank yet inspiring discussion that left me feeling very encouraged.”

About Bernstein

Bernstein Private Wealth Management, a unit of AllianceBernstein L.P. (AB) provides investment planning advice and services to individuals, families, endowments, foundations and other financial guardians, so that they can reach their long-term investment objectives. Their global research enables them to customize a portfolio that suits any type of investment goal, income need, tax situation or tolerance for risk. And they use proprietary, centrally managed investment strategies that ensure every client receives the firm’s best thinking on opportunities and risk control.

For more information, please visit their website by clicking HERE.

To speak with someone directly at the firm contact:

Brett Langbert
Vice President
777 South Flagler Drive
Phillips Point West Tower, Suite 1601
West Palm Beach, FL  33401
Office: (561) 820 2136 (direct)
Fax: (561) 820 2121