These events offer a unique opportunity for financial institutions, asset managers, and private banks to market existing or new socially responsible investment products to prospective or current clients. These events can help your organization build better relationships with your investors and attract new investors. In particular, these events:

• Educate investors on the latest trends and investment market conditions of particular asset classes in a group discussion format. Speakers with experience on the on the frontlines of clean technologies and sustainable investments offer an in-depth perspective on the advantages and risks of new or unfamiliar investment products to your clients.

• Preview new asset class opportunities. We can develop Salons around public equity, private equity, screened bonds, sustainable real estate development, and other alternative asset classes, focusing on a single asset class or presenting integrated investment plans.

• Engage your current and prospective clients in a dialogue about your sustainable investment products. Your clients also have the opportunity to meet at the Salon and discuss these investment opportunities with each other.

Brooklyn Bridge-TBLI CONSULTING™ is on hand to facilitate discussion to ensure that your organization can make the most out of the event. We can help you identify fund managers to present investment opportunities that align with the discussed topics, or we work with your own fund managers to develop a presentation that is appealing within the context of the meeting.

Our basic TBLI INVESTOR SALON™ services include the following:

• Development of program content and arrangements with speakers;

• Identification and recruitment investment funds to present opportunities;

• Basic event marketing and materials development, customized to your organization’s brand and investment policies;

• Facilitation on the day of the event; and

• Follow-up with staff and interested investors to determine future topics and investment opportunity interests.

The final cost depends on the speakers you select, investment opportunities presented, and the level of customization required for the event.

CONTACT US to find out more or to schedule an Investor Salon at your organization.

CLICK HERE to learn more about our rates.