For the second year, The Alberleen Group partnered with the Sorenson Impact Center to host the Family Office Partner track at the 2019 Winter Innovation Summit, February 6th-8th in Salt Lake City, Utah.  The 2 day symposium focused on impact investing for families and included a presentation by Spencer Eccles (Eccles family member and Managing Director of The Cynosure Group), an impact investing deep-dive session by Jenn Kenning  (CEO of Align Impact), an Opportunity Zone workshop and a closing fireside chat with Steven Shaya, M.D. (J&B Medical) who shared his family’s journey to impact.

For more information on the Winter Innovation Summit, click here: https://sorensonimpact.com/2019-winter-innovation-summit

Jolyne Caruso is a panelist at the Opal Group’s Family Office Winter Forum 2019. The event is taking place in New York, NY on March 6th.

For more information on this event, please click here.

On February 28, as part of the SupChina Women’s Network Monthly Series, Jolyne Caruso will speak about her experiences as founder and CEO of The Alberleen Group.

For more information on this event, please click here.

Jolyne Caruso is featured in an article, "Fostering Deal Flow for Families."

​Click "Read More" for full article.

Marcia Nelson will be on the Women: Changing the Culture panel at VentureCapital.org’s WeROC (Women Entrepreneurs Realizing Opportunities for Capital) conference on October 24 in Utah.
 
For more information on this event, click here.

Both Jolyne Caruso and Adam Goodfriend will be speaking at The Campden Wealth North American Family Impact Investing conference on September 26 and 27 in San Diego, CA.

For more information on this event, click here.

Jolyne Caruso will be participating in an Impact Investing Primer for new investors at Gratitude Railroad’s Annual 2018 Investor Retreat in Deer Valley on September 23, 2018 entitled "Gratitude Railroad
​Investor Retreat."

For more information on this event, click here.

On September 14th, The Alberleen Group hosted an Impact Symposium for Family Offices at Raphael Vineyard on Long Island’s North Fork.  The all-day forum featured Economic Opportunity Zones and included a primer led by John Lettieri from Economic Innovation Group www.eig.org. Additional presentations included a keynote discussion with Jim Sorenson; a panel featuring 2 real estate OZone funds: SoLa Impact and Novus Equities, moderated by Jenn Kenning of Align Impact; as well as a panel featuring Jeremy Keele- Senior Advisor, Maycomb Capital;  Fran Seegull- Executive Director of The US Impact Investing Alliance at Ford Foundation and Kimberlee Cornett- Managing Director at The Kresege Foundation.

Click here to see photos.

Marcia Nelson to moderate a panel at DC Finance’s East Coast Family Office & High Net Worth Annual Conference on October 25th in New York City.

For more information on this event, click here.