Events

Upcoming Events

April 17, 2018
JP Morgan Chase 2018 Sustainable Energy In America
Attending: Eli Rauch
New York, NY
April 19, 2018
Sustainable Investing Symposium – Austin, TX
Speaking: Jeff Gitterman – Converting ESG into Revenue
Austin, TX
April 20, 2018
“The New Landscape of Sustainable, Impact, and ESG Investing” Seminar
Conducted by Dan Armas, CFP®
Stockton University
April 25-27, 2018
Goldman Sachs Asset Management Professional Investor Forum
Attending: Eli Rauch
New York, NY
April 26-27, 2018
Good Capital Total Impact Conference
Speaking: Jeff Gitterman
Philadelphia, PA
April 30 – May 2, 2018
Financial Advisor Magazine Invest in Women Conference
Speaking: Jeff Gitterman
Houston, TX
May 16-18, 2018
Envestnet Advisor Summit
Speaking: Jeff Gitterman
New Orleans, LA
May 16-18, 2018
Blackstone RIA Investment Symposium
Attending: Eli Rauch
New York, NY
May 21-22, 2018
PIMCO 2018 Wealth Management Forum
Attending: Eli Rauch
New York, NY
June 11-13, 2018
Morningstar National Conference
Attending: Jeff Gitterman
Chicago, IL
June 21, 2018
Barron’s Impact Investing Summit
Speaking: Jeff Gitterman
San Francisco, CA
June 21, 2018
2018 Neuberger Berman Limited Partners Annual Meeting
Attending: Eli Rauch
New York, NY
July 18, 2018
Sustainable Investing Symposium – Minneapolis, MN
Speaking: Jeff Gitterman – Converting ESG into Revenue
Minneapolis, MN
September 11, 2018
2018 Sustainable Investing Conference at the United Nations
Hosted by Gitterman Wealth Management
New York, NY
September 13, 2018
Sustainable Investing Symposium – Seattle, WA
Speaking: Jeff Gitterman – Converting ESG into Revenue
Minneapolis, MN
October 26 – 28, 2018
AAII 2018 Investor Conference
Speaking: Jordan Kimmel
Las Vegas, NV
October 28-31, 2018
Schwab Impact Conference
Attending: Jeff Gitterman
Washington, DC
October 29, 2018
Sustainable Investing Symposium – Washington, DC
Speaking: Jeff Gitterman – Converting ESG into Revenue
Washington, DC
November 1-3, 2018
The SRI Conference
Attending: Jeff Gitterman
Colorado Springs, CO

Past Events

April 6, 2018
Music at NJIT – A Spring Afternoon with Sophia and Friends
Hosted by the Rauch Family Foundation
Newark, NJ
March 22, 2018
“Women and Money” Seminar
Conducted by Jane Krier
Rutgers University – Newark, NJ
March 14-16, 2018
Barron’s Top Independent Advisor Summit
Attending: Eli Rauch
Orlando, FL
March 15, 2018
“Women and Money” Seminar
Conducted by Jane Krier
Rutgers University – New Brunswick, NJ

March 9, 2018
First Affirmative Financial Network Regional Conference
Speaking: Jeff Gitterman
San Francisco, CA

February 22, 2018
Sustainable Investing Symposium – Los Angeles, CA
Speaking: Jeff Gitterman – Converting ESG into Revenue
Los Angeles, CA

February 15, 2018
The Economist: Investing for Impact
Attending: Jeff Gitterman
New York, NY

January 9, 2018
Goldman Sachs Global Strategy Conference
Attended by Eli Rauch
London, UK

December 14, 2017
“Navigating Your Way Through the ABP” Seminar
Conducted by Ted Hoffman
Ocean County Community College

December 6, 2017
“Estate Planning: Who me?” Seminar
Conducted by Ken Quarnaccio and Isabel Miranda
New Jersey Medical School

December 6, 2017
Allianz ESG Webinar
Presenter: Jeff Gitterman

December 1, 2017
Doing Well By Doing Good: Impact Investing As A Mainstream Investment Philosophy
Presenter: Jeff Gitterman
Yale University

November 28, 2017
“Retirement Income Planning” Seminar
Conducted by Jane Krier
Mercer County Community College

November 15 – 17, 2017
Harvard Kennedy School “Investment Decisions and Behavioral Finance” seminar
Attended by Eli Rauch
Cambridge, MA

November 7, 2017
“Navigating Your Way Through the ABP” Seminar
Conducted by Ted Hoffman
The College of New Jersey

November 3, 2017
New England Wealth Management and Retirement Conference
Presenter: Jeff Gitterman
Foxboro, MA

November 1, 2017
“Retirement Income Planning” Seminar
Conducted by Randy Warren
Rowan University at Burlington College

October 31, 2017 – November 2, 2017
SRI Conference
Presenter: Jeff Gitterman
San Diego, CA

October 27, 2017
Saturna Economic Advisor Event
Presenter: Jeff Gitterman
Seattle, WA

October 27, 2017
“Beyond Divestment: The ABC’s of Sustainable Investing”
Conducted by Jeff Gitterman
Western Washington University, College of Business and Economics

October 27, 2017
“World of Work 101” Seminar
Conducted by Eli Rauch and Jason Condon
New Jersey Institute of Technology

October 26, 2017
“Retirement Income Planning” Seminar
Conducted by Randy Warren and Dan Armas
Rowan University

October 26, 2017
“Navigating Your Way Through the ABP” Seminar
Conducted by Ted Hoffman
Brookdale Community College

October 25, 2017
“Retirement Income Planning” Seminar
Conducted by Randy Warren
Camden County College

October 20-21, 2017
Raymond James Conference
Presenter: Jeff Gitterman
Montreal, Canada

October 20, 2017
“Retirement Income Planning” Seminar
Conducted by  Dan Armas and Randy Warren
Rowan University School of Medicine

October 19, 2017
NYC Sustainable Investment Conference For Financial Advisors
Hosted by Gitterman Wealth Management
New York Open Center

October 18, 2017
“The Implications of NJ Residency in Retirement” Seminar
Conducted by Eli Rauch and Jason Condon
New Jersey Institute of Technology

September 29, 2017
“Navigating Your Way Through the ABP” Seminar
Conducted by Jason Condon
New Jersey Institute of Technology

September 18-19, 2017
14th Annual Family Office Wealth Conference
Presenter: Jeff Gitterman
Laguna Beach, CA

September 13, 2017
“Estate Planning: Who me? ” Seminar
Conducted by Ken Quarnaccio and Isabel Miranda
New Jersey Medical School

September 13, 2017
Sustainable Investing Solutions
Attended by Adam Bernstein
Washington, DC

September 12, 2017
Sustainable Investing Solutions
Attended by Adam Bernstein
Philadelphia, PA

July 19, 2017
CSR Investing Summit
Presenter: Jeff Gitterman
New York, NY

July 18, 2017
Impact for Investing Regional Event
Attended by Jeff Gitterman
Boston, MA

July 13, 2017
Sustainable Investment Symposium
Presenter: Jeff Gitterman
Minneapolis, MN

May 25, 2017
Arabesque Systematic USA Fund Launch Event
Hosted by Gitterman Wealth Management
NYU Stern School of Business

May 23, 2017
Planetary Movie Screening
Hosted by Jeff Gitterman
Academi of Life, New York, NY

April 27, 2017
“Strategies to Maximize Your Social Security Retirements Benefits” Seminar
Conducted by Randy Warren and Ted Hoffman
Brookdale County Community College

April 26-28, 2017
Morningstar Investment Conference
Presenter: Jeff Gitterman
Chicago, IL

April 26, 2017
“Strategies to Maximize Your Social Security Retirements Benefits” Seminar
Conducted by Randy Warren
Camden County Community College

April 20, 2017
Planetary Movie Screening
Hosted by Jeff Gitterman
Landmark Theater, Port Washington, NY

April 18, 2017
SRI: Investing for Impact Conference
Presenter: Jeff Gitterman
San Francisco, CA

April 13, 2017
“Strategies to Maximize Your Social Security Retirements Benefits” Seminar
Conducted by Randy Warren
Rowan University

April 11, 2017
“Long Term Care” Seminar Part 2
Hosted by Gitterman Wealth Management
Conducted by The Law Offices of Grayson H. Heberley, III/South Jersey Geriatric Care, PC
Stockton University

April 6, 2017
“Strategies to Maximize Your Social Security Retirements Benefits” Seminar
Conducted by Ted Hoffman
Atlantic County Community College

April 6, 2017
“Long Term Care” Seminar Part 1
Hosted by Gitterman Wealth Management
Conducted by The Law Offices of Grayson H. Heberley, III/South Jersey Geriatric Care, PC
Stockton University

April 5, 2017
“Strategies to Maximize Your Social Security Retirements Benefits” Seminar
Conducted by Randy Warren
Rowan University

April 4-6, 2017
Saturna Sustainable Investment Symposium
Presenter: Jeff Gitterman
Seattle, WA

March 29, 2017
“Strategies to Maximize Your Social Security Retirements Benefits” Seminar
Conducted by Randy Warren
Rowan College at Gloucester County College

March 22-24, 2017
Barron’s Top Advisor Summit
Attended by Jeff Gitterman
Orlando, FL

March 22, 2017
“Woman and Money” Seminar
Conducted by Jane Krier and Randy Warren
Cumberland County College

March 16, 2017
Sustainable Investment Workshop
Hosted by Gitterman Wealth Management
New York Open Center, NY

March 15, 2017
“Estate Planning: Who Me?” Seminar
Hosted by Gitterman Wealth Management, conducted by Isabel Miranda
New Jersey Medical School

March 14, 2017
“Navigating Your Way Through the ABP” Seminar
Conducted by Randy Warren
Rutgers University – Camden Campus

February 28, 2017
“Navigating Your Way Through the ABP” Seminar
Conducted by Randy Warren and Ted Hoffman
Ocean County College

February 27, 2017
SII Bob Eccles CEO Forum
Attended by Jeff Gitterman
New York, NY

February 22, 2017
“Women and Money” Seminar
Conducted by Jane Krier and Randy Warren
Camden County College

February 17, 2017
“Impact Investing” Seminar
Conducted by Jeff Gitterman
New York Open Center

February 14, 2017
“Navigating Your Way Through the ABP” Seminar
Conducted by Randy Warren and Ted Hoffman
Atlantic Cape Community College

February 8, 2017
“Navigating Your Way Through the ABP” Seminar
Conducted by Randy Warren and Ted Hoffman
Brookdale Community College

October 27, 2016
First Annual Sustainable Investment Conference
Hosted by Gitterman Wealth Management
New York Open Center, NY
gittermanwealth.com/smart

About Our Firm

We’ve been fostering meaningful relationships for over a quarter century.

Learn More