You're invited to the NCGPC virtual event "Investing for Impact," presented by Andrea Longton, CFA, on Wednesday, November 13, 2024, from 11:30am to 1:00pm.
Join us as author and investor Andrea Longton sheds light on the advancing world of mission driven investing. In her recently published book, The Social Justice Investor, Andrea outlines how anyone can make their financial decisions an extension of their values. As generational trends continue to show the different approach to finances and philanthropy from different generations, the line between investor and donor continues to blur, creating natural opportunities for partnership between financial advisors and nonprofit gift planners.
Andrea Longton, CFA, is an award-winning author and professional social justice investor. She has raised over 1 billion dollars for social justice investments in the United States and has advised on another 1.5 billion dollars worldwide. In addition to her professional experience, Andrea manages her family’s finances, including their own social justice investment portfolio.
Her professional experiences include positions at Opportunity Finance Network, Freddie Mac, Capital Impact Partners (now Momentus Capital), and Delphos International. Andrea holds the Chartered Financial Analyst (CFA) charterholder designation from the CFA Institute (Charlottesville, VA), a BA from Centre College (Danville, KY), and an MA from The George Washington University (Washington, DC).
Andrea is the founder and author-administrator of The Social Justice Investor website and cohost of Renegade Capital: The Activist’s Podcast for Finance and Investments.
She lives in Maryland with her husband and three children.
Full participation in this program is applicable for 1.25 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
This program meets CAP® (re)certification requirements.