While Advisor Partners has been attendees/exhibitors at about a dozen previous SRI conferences, this is Rahul's first. He is their Portfolio Manager for their SRI investment strategies. He provides his insights into the conference as a first timer, and focuses on its educational benefits and the unique benefits that the SRI Conference offers to attendees that are not always available to attendees at other conferences. He tells about Advisor Partners, who have a dual focus: SRI investing and minimum tax impact. They provide customized solutions according to the investor's SRI desires and goals, and they seek to minimize the taxable consequences of these investments.
The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017. It was the 28th annual SRI conference and had about 800 attendees. This interview was conducted at the conference.
Shopoff Realty Investments
"Hedge Fund Investing" by Kevin Mirabile
TheWizard.com
Faircap Partners
OptionSellers.com
Charles Nenner Research
HedgeCoVest
KraneShares
Freedom Capital Investment Management
President of ADISA
Arent Fox
Bluerock Capital Management
Alternative Direct Investment Securities Assoc (ADISA)
Peter Rucchiuti, Tulane University
Preferred Apartment Communities
Mark Kosanke
RMB Group
Jade Rhino Ventures
Wall Street Research
Macro Trend Strategies
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast