Cover Image for Is the finance industry ready for the great wealth transfer?
Cover Image for Is the finance industry ready for the great wealth transfer?

Is the finance industry ready for the great wealth transfer?

Hosted by GreenPortfolio
Past Event
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About Event

Climate impact and sustainability are top priorities for Millennials and Gen Z. As they are set to inherit $84T in the next 20 years, has the finance industry started to adapt for younger generations? Join us for a lively discussion about advances made and the progress still needed.

About Our Speakers:

Bonnie Gurry is CEO and Co-Founder of GreenPortfolio, the climate fintech engine empowering millennials to make climate-friendly investment choices. With 17+ years of climate leadership experience, Bonnie has held the positions of North American Clean Energy Lead at BASF and Renewable Energy Resources and Technology Engineer at the New York Power Authority. As a well-respected technologist and leader, Bonnie was awarded her first patent at the age of 17 and recently led market and financial research at Pirque. She earned a B.S. in Mechanical Engineering from Columbia University, an M.S. in Mechanical Engineering from Caltech, and an M.B.A. from the NYU Stern School of Business.

Dr. Kedar Karkare started Karma Wallet to help consumers understand which companies are good for the world. He blends biology, data science, and finance expertise to address the effects of consumer choices on corporate responsibility. His work turning complex data into engaging stories has gained recognition from major publications, including The Wall Street Journal, Business Insider, and Yahoo Finance.

Adam Oskwarek is the Founder of Zopeful Climate, a climatetech that makes science-backed climate action accessible for companies and individuals. Before becoming climate active about 7 years ago, he founded and worked in startups and scale-ups in a range of technology sectors including edtech, fintech and SaaS. He’s worn many hats over the years building and growing companies, teams and products! Prior to startup life he worked for large multinationals in Europe and the US. Solving human-caused climate change is a global challenge (and opportunity) and our endeavors to tackle it require us to have a global outlook from day 0.  

The panel will be moderated by:

David Garrison is the Founder of Climate & Capital Connect, a professional networking platform for climate, sustainability and impact, and co-founder of Climate & Capital Media, the first non-profit media organization solely focused on the business of climate change. An advisor to senior leaders on brand, communications, and strategy, David draws on 20+ years’ experience spanning management strategy consulting, global agencies, and work in industries from energy and finance to healthcare and tech.