Change is in the air
The greatest exchange of generational money the world has ever seen will happen over the next 40 years. Close to 60 trillion dollars will be transferred from baby boomers to women and the Millennial and Gen-X generations. At the same time, the financial services sector is undergoing major disruption due to innovations in financial technology. FinTech companies are providing new ways to lend, borrow, invest, exchange and transfer money. The coming decade will see a major transformation in the way individuals, entrepreneurs and companies get access to finance and investment opportunities. Areas that have traditionally been restricted to large organizations and the wealthiest members of society will open up to vast numbers of people globally. This combination of social and technological change offers tremendous opportunities to impact investors, mission-led businesses and social enterprises. Wealth management professionals and fund managers will also need to understand the challenges and opportunities in order to adapt to these changes and sustain and grow their businesses. In order to stay relevant, it will become increasingly important for all those dealing in wealth and investment to pay attention to the shifting priorities of the new generation.
Beyond Socially Responsible Investing (SRI)
The “triple bottom line” – financial, social and environmental returns – is driving the spending and investment patterns of the younger generation, who hold different values and have different approaches to money than their parents. This generation has more explicit impact goals when it comes to how their wealth is invested, and growing up in a tech age, means they are more comfortable with technologies including FinTech and aware of concepts like inclusive capitalism. Similarly, women are more likely to prioritize sustainability and social impact alongside capital gain. Entrepreneurs from this generation are interested in the triple bottom line – it’s not enough just to gain capital; making a positive contribution to society is viewed on equal footing. They all have one thing in common: they want their money to make a difference in the world.
Building a global social finance marketplace
Future Finance and Social Innovation: The Great Shift will provide a look at the investing goals of the next generation, and the impacts crowdfunding and other technology platforms will have on the investing environment. We’ll explore the idea of a social entrepreneur and what it means to be involved with social innovation. The conference will bring together traditional and impact investors, FinTech companies, financial services firms and social enterprises, policy makers and thought leaders to analyse the great shift that is starting to occur. Together, we’ll co-create strategies for building a robust global social finance marketplace, as impact investing transforms from a niche investing strategy to a mainstream global one focused on people, planet and profit. Connection and understanding are key – for those who want to make a difference in the world, and for those who wish to continue to participate meaningfully in the future economy.
Who Should Attend?
Forward-thinking Family Offices and wealth managers/advisors who want to get a sense of the space and learn about the opportunities impact investing can provide for them
Social entrepreneurs and social enterprises interested in connecting with and helping grow the impact investing and social innovation community
FinTech and alternative finance providers looking to expand their networks and explore their role in the changing investment environment.
Venture capitalists and angel investors keen to learn how the investing landscape is changing, and meet potential co-investment partners from the US, UK and Canada as well as companies on the leading edge of FinTech and other technology sectors.
As well as:
- Banks and pension funds
- Senior business leaders and entrepreneurs
- Innovation enablers (accelerators, incubators)
- Government policy makers and program managers
- Financial and legal professional service providers
The Research Money Conference in London, UK on Alternative Finance was a great success. I attend many conferences, but Research Money stood out. It was the combination of the many great people who gathered there – authentic personalities with deep knowledge and impressive experience – with red-hot topics that were discussed between investors, thought-leaders, think-thanks and experts. The atmosphere was constructive, positive and vibrant. It would be an enormous pleasure to contribute again to the next conference.– Susanne Bregy, Managing Director, Rhodanus Capital Limited