The Future of Impact Investing with Veris Wealth Partners CEO Stephanie Cohn Rupp

Rosemont Roundtable: Exploring the Business of Investment Management (Formerly Global Investment Leaders)

Increasingly, investors are seeking alignment between their investment portfolios and their personal values. Yet, with the flood of assets into ESG investments, it is now more challenging than ever to decipher between authentic opportunities to do well while doing good and those that are simply greenwashed. In the premiere episode of Rosemont’s Global Investment Leaders podcast, Rosemont CEO Chas Burkhart speaks with Veris Wealth Partners CEO Stephanie Cohn Rupp about the future of ESG and impact investing.

Drawing on her 20+ years of impact investing experience in the U.S., Europe and frontier markets, Cohn Rupp shares her insights on:

· The evolution of investors’ mindsets from keeping investing and philanthropy separate to now recognizing the interplay of business and social good

· The need for female representation in the wealth management industry and solutions for both individuals and organizations seeking to advance women’s influence

· Future regulation around reporting of ESG factors and how the U.S. compares to other countries in its standardization of ESG metrics

· How Veris invests through the four themes of climate solutions and the environment, sustainable and regenerative agriculture, racial and gender equity, and community wealth building

· The process Veris uses to evaluate an investment through both the financial lens and the impact lens to identify the best opportunities for financial and social gain

Additionally, Cohn Rupp and Burkhart discuss Rosemont’s recent investment in Veris. With succession planning as a pillar of the firm’s success, Veris sought out an investment partner with a long-term, permanent capital approach and industry expertise to help the firm grow and deepen its impact.

This content is provided for educational purposes only, represents only a summary of topics discussed, does not constitute any personalized investment advice or recommendation, and represents only the views and opinions of the speakers which are subject to change without notice. Information is provided as of the date represented herein and is subject to change without notice. The authors do not undertake any responsibility to update the information contained herein in the event that any such change occurs.

Certain descriptions contained herein (including, without limitation, descriptions pertaining to Veris Wealth Partners’ processes, methodologies, strategies, etc.) are provided for illustrative purposes only. Given the variation in services provided and different needs of the firm’s clients and other parties with whom it does business, variations may exist from the descriptions provided in this document which are not described herein. Any specific references to specific recommended investments or managers is provided for illustrative purposes only, and no inferences should be drawn as to the success or performance of such managers or investments.

Past performance is not indicative or a guarantee of future results. Investing involves numerous risks, including the potential loss of all amounts invested.

This document contains certain forward looking statements, opinions, estimates, projections, assessments and other views signaled by words such as “believe,” “anticipate,” “expect,” “project,” and other similar words (collectively “Statements”). These Statements are subject to a number of assumptions, risks and uncertainties which may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by these forward looking statements and projections. The firm makes no representations as to the reasonableness of such assumptions or the likelihood that such assumptions will coincide with actual events, and this information should not be relied upon for that purpose. Changes in such assumptions could produce materially different results.