From the investment landscape to personal decision making, the 24/7 barrage of information has made it increasingly difficult for people to focus on, and adhere to, long-term strategies. What are the costs? What have we lost? What real money are investors leaving on the table as a result of these distractions and being overly focused on the short-term? And what can we do about it? On May 3, 2017, we discussed the answers to these questions, and more.LEARN MORE
Today’s investors and donors want to ensure their dollars have a meaningful impact on society and the environment consistent with their values. On March 2, 2017, our panelists discussed making this connection a reality.LEARN MORE
The Climate Haze: Uncovering opportunities from the conflicting forecasts at the center of the climate change conversation
With fires blazing in California and floods raging in Louisiana the future impact of “global warming” is ever present in our headlines – but what does it mean for you today? How are global views on climate change affecting the investing landscape and what investment opportunities are arising? How is the insurance industry transforming, and what impact will it have on your family and business?
Our panelists discussed how the shifts in climate change policies are influencing investing and risk management solutions.
Like. Share. Fund. How the sharing economy and big data are changing business, investing, and social impact
The Internet, big data, and global access have given rise to worldwide connectivity and the sharing economy. While access is typically a good thing, as Voltaire famously said, “With great power comes great responsibility.” How has the sharing economy changed the world of business, investing, and social impact? Are we exacerbating the investment herd by sharing ideas? Are there ways to harness the capabilities to maximize social and environmental impact? Our distinguished panel of experts examined this societal and economic revolution.LEARN MORE
Imagine you wake up and its 20 years from today—how will innovations and discoveries in the life sciences impact your quality and length of life? Our distinguished panel of scientists and entrepreneurs discussed today’s exciting discoveries around the aging process and how these innovations will forever change our healthspan in the not too distant future.LEARN MORE
We all want the next generation to be generous but how does one truly cultivate a generous spirit from within? On October 22, 2015, Ballentine Partners hosted a forum on how inheritors can be imbued with a passion for philanthropy. Our panel of next generation philanthropists broke down myths and shared their stories of how the charitable spark was ignited within their own lives.LEARN MORE
Facebook knows what you like, Waze knows where you are, and Google knows what you’re looking for. In the name of convenience, we have willingly chained ourselves to digital archives, and allowed others, including companies and governments, to follow our every move. How much privacy are you willing to give up? How much have you given up already? Is our use of new technologies liberating us or imprisoning us? Or doing both simultaneously? We invite you to learn about the exciting and alarming technologies available to us and their societal implications.LEARN MORE
Will higher education as we know it exist in 20 years? Disruptive technologies and evolving economic models are revolutionizing educational landscape before our very eyes. The future of education is here. On January 29, 2015, Ballentine Partners hosted an event featuring two experts on the forefront of this evolution to discuss how this will impact you and future generations.LEARN MORE
What can you do to make this next chapter of life truly golden? What do experts identify as indicators for success in later life living? We invite you to explore the potential and possibilities as our distinguished speakers provide insights into the importance of purpose, meaning, and opportunities in later life.LEARN MORE
Investing in any emerging market comes with risks but, in Africa, are the risks outweighed by opportunities? How and why do the experts say that the continent will catch up with the rest of the world so quickly? Everyone thinks they know Africa, but do they really? We challenge you to set aside your assumptions and take a look at the Africa of today.LEARN MORE
Many wealthy families envision keeping a shared property in the family as a means of building family unity, harmony and legacy. A number of notable families have been successful at this, but many others find the reality creates the opposite of their intention. With this in mind, Ballentine Partners hosted an event on April 25, 2013 at Boston’s Ritz-Carlton for clients and advisors to hear some advice and best practices from several professionals with deep experience on the topic.LEARN MORE
Panelists discuss the question of how much wealth families should leave to their children from the perspective of both inheritors and those leaving inheritance and review best practices that promote a balanced upbringing for children of wealthy families.LEARN MORE
Panelists discuss how the social investing space has evolved from “responsible” to “impactful,” and how investors and asset managers are driving change to broaden and enrich this relatively new opportunity set.LEARN MORE