Light Dao Impact Investing with Jeff Gitterman (NYC)
Join Light Dao and conscious founders and investors for an evening filled with connection, deep conversations, and a fireside chat with Jeff Gitterman, Partner and CEO at Gitterman Wealth Management and Aryuna Merdygeeva, Partner and NY Chapter Lead of Light Dao.
Light Dao is a fast-growing trusted global community of over 500 entrepreneurs, including 110+ investors with curated in-person and online gatherings and experiences in LA, NYC, SF, Dubai, Taipei, and we're in discussions to expand to Vegas, Puerto Rico, Bali, Lisbon, and beyond in 2024. Our heartfelt mission is to expand the collective consciousness and co-create a thriving future for humanity.
Special guest: Jeff Gitterman
Jeff Gitterman has over 30 years of experience as a financial advisor, with a primary focus on high-net-worth individuals and higher education professionals.
Jeff began realigning Gitterman Wealth Management towards ESG and sustainable investing in 2015, after launching the firm’s SMART Investing Solutions. In 2020, the firm expanded to provide thought leadership and practice management offerings to the financial advisory and institutional markets through Gitterman Asset Management (more than $1 billion in assets*).
The firm has also hosted many ESG and climate-focused events for financial advisors, including several conferences at the United Nations Headquarters, the ESG Practice Playbook series of webinars in partnership with RIA Channel, and most recently, the Climate & Capital Conference at the New York Stock Exchange.
Jeff is the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film Planetary. He also serves on the Board of Directors for the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical School and dedicates much of his free time to raising funds and awareness for the autism community.
For more information, please visit www.GittermanWealth.com
AGENDA:
7:00-7:30pm - Welcome and snacks served
7:30-8:00pm - Connection Experience
8:00-8:30pm - Fireside chat with Jeff Gitterman and Aryuna Merdygeeva
8:30-9:30pm - Hang out & Wrap-up
VENUE DETAILS: The gathering is at a penthouse in Soho, Manhattan. The exact address will be sent to confirmed guests.
GUIDELINES: This is an invite-only exclusive gathering, so please RSVP. Please note that this invitation is not a guarantee for entry and we invite you to thoroughly answer the approval questions. Friends or +1s must RSVP individually. Unapproved show-ups will not be granted entry.
JOIN US: We are excited to welcome you to our global community! http://lightdao.one/
*Assets under advisement (AUA) is defined as the firm's regulatory assets under management (which can be found on our current ADV Part 1 SEC filing and represents approximately half of our assets under advisement), plus assets on which the firm provides on-going consulting services (the New Jersey Alternate Benefit Program and brokerage accounts through Vanderbilt Securities). Gitterman Wealth Management became registered with the SEC as an Investment Advisory Firm April 2010.