Events

Upcoming Events

June 12, 2019
Bloomberg Just Capital Conference
Attending: Jeff Gitterman
New York, NY
.
June 12-13, 2019
New York Times New Rules Conference
Attending: Jeff Gitterman
New York, NY
.
June 17, 2019
Social Venture Circle – Summer Soiree
Attending: Jeff Gitterman
New York, NY
.

June 17-21, 2019

Green Tech Conference
Attending: Jeff Gitterman
Newburgh, NY
.
June 20, 2019
Allianz ESG University
Speaking, Adam Bernstein
New York, NY
.

June 24, 2019

San Francisco Sustainable Investing Conference
Hosted by Gitterman Wealth Management and Bloomberg SF
San Francisco, CA
.
June 25, 2019
Sustainable Investing Symposium- Washington DC
Speaking: Adam Bernstein
Washington, DC
.
June 25-26, 2019
Fidelity Inside Track Conference
Attending: Penelope Jackson
San Francisco, CA
.
July 17, 2019
CSR Investing – Summer in the City Conference
Speaking: Jeff Gitterman
New York, NY
.
September 5, 2019
Family Office Impact Investing Conference at the United Nations
Hosted by Gitterman Wealth Management and Family Office Insights
New York, NY
.
September 24-25, 2019
Zero Waste East Conference
Speaking: Jeff Gitterman
Newark, NJ (NJIT)
.

December 10, 2019

The 2nd Sustainable Investing Conference at the United Nations
Hosted by Gitterman Wealth Management, The Intentional Foundaion and The Good Capital Project
New York, NY

Past Events

June 10-12, 2019
US SIF National Conference
Attending: Penelope Jackson
Minneapolis, MN
.
June 7, 2019
Big Data Innovation & Human Trafficking
Attending: Jeff Gitterman
New York, NY
.
May 21, 2019
The Third New York City ESG Investing Salon
Hosted by Gitterman Wealth Management and Brown Advisory
New York, NY
.

May 20, 2019

TruValue Labs ESG Investing Forum
Attending: Jeff Gitterman
New York, NY
.
May 16, 2019
Bloomberg Sustainable Business Summit
Attending: Penelope Jackson
Seattle, WA
.

May 14-15, 2019

Calvert ESG Roundtable
Attending: Adam Bernstein
Washington, DC
.

May 8-10, 2019

Morningstar National Investment Conference
Attending: Jeff Gitterman, Adam Bernstein and Penelope Jackson
Chicago, IL
.

May 1-2, 2019

Total Impact Conference – Philadelphia
Speaking: Jeff Gitterman
Philadelphia, PA
.

May 1, 2019

Sustainable Investing Symposium – Seattle
Speaking: Penelope Jackson
Seattle, WA
.
April 30, 2019
Sustainable Investing Symposium – Portland
Speaking: Penelope Jackson
Portland, OR
.
April 15-17, 2019
United Nations SDG Investing Fair
Attending: Jeff Gitterman
New York, NY
.

March 27-29, 2019

CityWire RIA Washington DC
Attending: Jeff Gitterman and Adam Bernstein
Washington DC
.
March 27, 2019
PRI – New York City
Attending: Jeff Gitterman
New York, NY
.
March 26, 2019
Investment News Women Adviser Summit
Attending: Penelope Jackson
Huntington Beach, CA
.
March 21, 2019
ReGenFriends Conference
Speaking: Jeff Gitterman
San Francisco, CA
.
March 20, 2019
The Jeffersonian Salon
Speaking: Jeff Gitterman
San Francisco, CA
.

March 19, 2019

Fidelity Women’s Networking Event
Attending: Penelope Jackson
San Francisco, CA
.

March 19-20, 2019

Institutional Investor Impact Investing Forum
Speaking: Jeff Gitterman
Boston, MA
.

March 18-19, 2019

New York Responsible Business Summit
Attending: Jeff Gitterman and Adam Bernstein
New York, NY
.

March 14, 2019

Fidelity Labs ESG Panel
Speaking: Jeff Gitterman
Boston, MA
.

March 12, 2019

The Second New York ESG Investing Salon
Hosted by Gitterman Wealth Management
New York, NY
.
March 12, 2019
Fidelity Women’s Networking Event
Attending: Penelope Jackson
Seattle, CA
.

January 9, 2019

New York ESG Investing Salon
Hosted by Gitterman Wealth Management
New York, NY
.

December 12, 2018

Fordham Impact Investment Convening 2018
Speaking: Jeff Gitterman
New York, NY
.
December 5, 2018
Goldman Sachs 2018 Year in Review and 2019 Global Outlook
Attending: Eli Rauch
Essex Falls, NJ
.

November 15, 2018

Neuberger Berman Fall Investment Insight Forum
Attending: Eli Rauch
New York, NY
November 1-3, 2018
The SRI Conference
Speaking: Jeff Gitterman
Colorado Springs, CO
October 28-31, 2018
Schwab Impact Conference
Speaking: Jeff Gitterman
Washington, DC
October 29, 2018
Sustainable Investing Symposium – Washington, DC
Speaking: Jeff Gitterman – Converting ESG into Revenue
Washington, DC
October 3-5, 2018
PIMCO Wealth Management Forum
Attending: Eli Rauch
Laguna Beach, CA
September 13, 2018
2018 WealthManagement.com Industry Awards
Attending: Jeff Gitterman – Winner: Thought Leader of the Year
New York, NY
September 11, 2018
2018 Sustainable Investing Conference at the United Nations
Hosted by Gitterman Wealth Management
New York, NY
September 6, 2018
Sustainable Investing Symposium – Seattle, WA
Speaking: Jeff Gitterman – Converting ESG into Revenue
Minneapolis, MN
July 18, 2018
Sustainable Investing Symposium – Minneapolis, MN
Speaking: Adam Bernstein
Minneapolis, MN
July 10, 2018
SRI Advisors Boston Regional Conference
Speaking: Jeff Gitterman
Boston, MA
June 21, 2018
2018 Neuberger Berman Limited Partners Annual Meeting
Attending: Eli Rauch
New York, NY
June 21, 2018
Barron’s Impact Investing Summit
Speaking: Jeff Gitterman
San Francisco, CA
June 19, 2018
Bloomberg SF – Building Your Sustainable Investment Solution
Speaking: Jeff Gitterman
San Francisco, CA
June 11-13, 2018
Morningstar National Conference
Attending: Jeff Gitterman
Chicago, IL
May 21-22, 2018
PIMCO 2018 Wealth Management Forum
Attending: Eli Rauch
New York, NY
April 30 – May 2, 2018
Financial Advisor Magazine Invest in Women Conference
Speaking: Jeff Gitterman
Houston, TX
April 26-27, 2018
Good Capital Total Impact Conference
Speaking: Jeff Gitterman
Philadelphia, PA
April 25-27, 2018
Goldman Sachs Asset Management Professional Investor Forum
Attending: Eli Rauch
New York, NY
April 19, 2018
Sustainable Investing Symposium – Austin, TX
Speaking: Jeff Gitterman – Converting ESG into Revenue
Austin, TX
April 17, 2018
JP Morgan Chase 2018 Sustainable Energy In America
Attending: Eli Rauch
New York, NY
March 14-16, 2018
Barron’s Top Independent Advisor Summit
Attending: Eli Rauch
Orlando, FL

March 9, 2018
First Affirmative Financial Network Regional Conference
Speaking: Jeff Gitterman
San Francisco, CA

February 22, 2018
Sustainable Investing Symposium – Los Angeles, CA
Speaking: Jeff Gitterman – Converting ESG into Revenue
Los Angeles, CA

February 15, 2018
The Economist: Investing for Impact
Attending: Jeff Gitterman
New York, NY

December 1, 2017
Doing Well By Doing Good: Impact Investing As A Mainstream Investment Philosophy
Presenter: Jeff Gitterman
Yale University

October 31, 2017 – November 2, 2017
SRI Conference
Presenter: Jeff Gitterman
San Diego, CA

October 27, 2017
“Beyond Divestment: The ABC’s of Sustainable Investing”
Conducted by Jeff Gitterman
Western Washington University, College of Business and Economics

October 20-21, 2017
Raymond James Conference
Presenter: Jeff Gitterman
Montreal, Canada

October 19, 2017
NYC Sustainable Investment Conference For Financial Advisors
Hosted by Gitterman Wealth Management
New York Open Center

July 19, 2017
CSR Investing Summit
Presenter: Jeff Gitterman
New York, NY

July 13, 2017
Sustainable Investment Symposium
Presenter: Jeff Gitterman
Minneapolis, MN

May 25, 2017
Arabesque Systematic USA Fund Launch Event
Hosted by Gitterman Wealth Management
NYU Stern School of Business

April 26-28, 2017
Morningstar Investment Conference
Presenter: Jeff Gitterman
Chicago, IL

April 18, 2017
SRI: Investing for Impact Conference
Presenter: Jeff Gitterman
San Francisco, CA

April 4-6, 2017
Saturna Sustainable Investment Symposium
Presenter: Jeff Gitterman
Seattle, WA

March 22-24, 2017
Barron’s Top Advisor Summit
Attended by Jeff Gitterman
Orlando, FL

February 27, 2017
SII Bob Eccles CEO Forum
Attended by Jeff Gitterman
New York, NY

October 27, 2016
First Annual Sustainable Investment Conference
Hosted by Gitterman Wealth Management
New York Open Center, NY
gittermanwealth.com/smart

About Our Firm

We’ve been fostering meaningful relationships for over a quarter century.

Learn More