AMY BLACKWELL - NEXTGEN AND IMPACT INVESTING: ENGAGING PURPOSEFULLY ACROSS GENERATIONS

Forbes estimates $30 trillion will transfer from Baby Boomers to NextGen over the next decade. In order to build consensus across generations in families in relation to impact, one must understand the forces that drive NextGen investors. This presentation will explore the meta trends about this generation and define the forces that have shaped millennials thus far. They hold different views on wealth, values, and impact. Once we uncover what they care about and why we can think about how they wish to employ their impact assets to make a difference. A values-aligned approach to social change dominates the forefront for this generation as they seek to identify stakeholder-led solutions to the problems that our most vulnerable populations and planet face. Amy will present a strategy for an impact asset allocation that builds bridges across generations. The historic wealth transfer promises to change the focus for impact globally. Please join us for this interactive conversation.

Amy Blackwell advises UHNW individuals on philanthropic and impact strategies at Acorn Capital Advisers. Amy speaks regularly on millennials’ attitudes towards values, wealth, impact, and successful multi-generational wealth transfer. She is a strong believer that a values-based approach to impact strategies achieves the best outcomes. Her background is in financial services, with a wealth of experience working with and for charitable organizations. She has chaired various committees and boards for educational charities, overseen fundraising campaigns through events, managed volunteers for campaigns, and advised on a variety of other charitable committees. Amy regularly mentors country managers and development directors for charities to maximize their engagement with the HNW donor community. Currently, she is as well part of the SESA Ecosystem Steering Board and a member of the Civic Ecosystem Initiative.