Josh Hile, CFA, CPA - CEO, Citizen Mint


Impact investing is an often-misunderstood term in the industry and is commonly confused with SRI and ESG. In this presentation we will discuss the difference between these terms, why impact investing is one of the fastest growing parts of the financial services sector and the significant opportunities in the private impacting investing space over the next decade. We will further show you how this can help you attract younger investors and grow the assets you are currently managing.

Learning objectives:
  • Learn the difference between impact investing, SRI, ESG.
  • Learn what opportunities are available in the space and how to access them.
  • Learn why most major asset managers are coming out with an impact strategy.
  • Learn how to grow assets, attract younger investors, and decrease client volatility through the addition of impact investing opportunities.
Speaker bio:

Josh Hile, CFA,CPA is the founder and CEO of Citizen Mint, which provides wealth advisors a trusted, easy-to use platform to access private market impact investments at low minimums. Prior to Citizen Mint, Josh was the Director of Investment Strategy & Research at Laird Norton Wealth Management. Additionally, Josh worked at Russell Investment manager research analyst. Josh has a B.A. and a M.B.A. from the University of Washington’s Foster School of Business.