The Intention.ly & Friends Book Club With John O’Connell: Rise of The Activist Investor

The Intention.ly & Friends Book Club brings together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry. Register now to hear from special guest, John O’Connell, author of Rise of the Activist Investor to discuss how both brand-new and...

The Oasis Group at WealthStack 2023

We're so excited to be the strategic partner for an exclusive CTO Think Tank on May 21st at the 2023 WealthStack conference. We're bringing together top CTOs and technology decision makers from across the industry (RIAs, IBDs, and more) to share their insights and around the biggest challenges and opportunities in wealth management. Don't miss The...

ESGs, Activism, and Value-Driven Investing: First Ascent Asset Management Master Class

Attend this Master Class to explore the various ways investors are using their values to shape their portfolios. Learn more about environmental, social, and governance investing (ESG), socially responsible investing (SRI), direct indexing (DI), faith based investing, and activist investing. Discover why these investing styles are meaningful to next generation investors and how you as a...

Sustainability 2100 Keynote – ESG, Sustainability, and The Rise of The Activist Investor

Next generation investors globally witnessed an incredible amount of social change and social movements. These investors want traditional returns and, more importantly, to have their investments reflect their personal values. Join John as he explores the increase in ESG, thematic, sustainability, and socially responsible investing. All these new investment offerings are attempting to satisfy investors'...