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Confluence Philanthropy Summits

June 24, 2019June 26, 2019

Annual Advisors Forum


Confluence Philanthropy’s Advisors Forum convenes investment professionals—Confluence members and colleagues—to think collaboratively about how to scale the industry. Content focuses on sharing and comparing the leading approaches to market-rate investment strategies among Confluence members this year.

The Forum is designed to foster communication and improved understanding between advisors and their clients. Our goal is to strengthen professional connections, build community, and exchange opportunities and insights to accelerate the flow of capital into the impact industry.

Climate Solutions Summit


This year, The Climate Solutions Collaborative (C2C) will host a one-day Climate Solutions Summit San Francisco, California this June. In March of 2016, C2C launched the first Climate Solutions Summit in Cambridge, MA In partnership with the Obama Administration. Since then, we have hosted more than 19 in person and virtual events, including a track at San Francisco’s Global Climate Action Summit in 2018.

The June Climate Solutions Summit will convene discussions for leading philanthropies, family offices and their advisors about building domestic clean energy markets; agriculture; clean energy policy; and disaster ‘pre-covery.’ Panelists will represent a cross-section of viewpoints from policy, finance, and philanthropy.

Who Should Attend these Events?

ADVISORS FORUM: We welcome the participation of endowment fiduciaries, experienced asset managers, investment advisors, and consultants. The Forum is not designed for companies or non-profits seeking investment.

Please Note: The first day of the Advisors Forum is open to Confluence Members only. The second day is open to Confluence members and approved guests. Due to limited space, Confluence members will receive priority access.

CLIMATE SOLUTIONS SUMMIT: We welcome the participation of Confluence or CREO member delegates, approved prospective Confluence members, and invited guests.

All Confluence members are welcome to attend both events and do not need to complete an application to qualify for registration. Note that there is no limit to the number of staff your firm may send. All team members should use your firm’s unique member code to complete your registration.

Interested in Becoming a Confluence Member?

Members receive discounted pricing for the Advisors Forum and Climate Solutions Summit in addition to many other benefits throughout the year. Visit our main website for more information about Confluence Membership. If you are interested in exploring Confluence membership in advance of the Advisors Forum or Climate Solutions Summit, please complete this brief application.


June 24, 2019
June 26, 2019
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