Wall Street Green Summit: Customizing a Values Based Portfolio

Wall Street Green Summit: Customizing a Values Based Portfolio

Seeds was featured at The Annual Wall Street Green Summit, the longest running and most comprehensive sustainable finance event in the industry. CEO Zach Conway discusses the trillion dollar opportunity that financial advisors have to change the paradigm of investing into a more meaningful, intentional process.
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Seeds CEO Zach Conway is featured at the 2021 Wall Street Green Summit XX, the “one-stop shop” to come up to speed on the latest developments in Green Innovation & Finance. Zach discusses the trillion dollar opportunity that financial advisors have to change the paradigm for investors across the country of what investing is as a more meaningful, intentional process that can drive positive impact and financial returns.

The Wall Street Green Summit is the longest running and most comprehensive sustainable finance event in the industry. Launched in 2002 by Peter Fusaro, the Wall Street Green Summit covers cutting edge content, industry developments and features the leading practitioners in sustainability. More importantly, it is aimed at building the sustainable finance system for responsible investing and the changing role of business in sustainability. The emergence of the "Impact Economy" is where main street investors team up with corporations, entrepreneurs and the government to solve environmental and social problems while generating financial returns.

Watch the full panel presentation here to learn more about this massive opportunity for advisors and investors.

About Seeds Investor

Seeds was founded in 2019 by Zach and Michael Conway, both financial advisors who recognized that—despite burgeoning demand for personalization and a deeper experience around investing—many of their peers lacked the requisite tools and confidence to effectively meet clients’ needs. Since its inception, Seeds has been quietly building out its platform and powerhouse team, adding seasoned veterans from Russell Investments, BlackRock, J.P. Morgan, UBS Wealth Management, and Charles Schwab. With additional wealthtech talent from firms like Farther Finance, Seeds has already onboarded select advisor firms including One Seven, Southern California-based KWB Wealth, and Ohio-based Cunningham Wealth Management.