Your wealth is a powerful tool, not just for financial security, but for shaping the world you want to live in and the future you want enable for your children and grandchildren. Yet for most of us, our investments remain disconnected from our philanthropy, advocacy, and personal values. In practice, these topics rarely surface in traditional advisor conversations — not because they aren’t important, but because they’re not part of the standard financial dialogue. This session is designed primarily for high-net-worth individuals, who want to move beyond a finance-only perspective with their money. We’ll explore practical frameworks and language you can use to engage your financial advisor in a more expansive, intentional conversation — one that reflects what matters most to you across your wealth, priorities, and long-term vision. Bring your questions. This is a space for thoughtful discussion, not prescriptions.
Speakers
Lisa Renstrom
Co-Founder at ValuesAdvisor and former Owner/President of multiple hotels
Lisa Renstrom is President and co-Founder of ValuesAdvisor, a nonprofit initiative dedicated to accelerating the flow of money into values-aligned investing. With three decades in the environmental, social justice, investment, and philanthropy sectors, her previous leadership roles include Executive Director of Voice & Choices, President of the National Sierra Club, President of Rachel’s Network, and co-creation of DivestInvest Individual and Values Advisor. Lisa serves on the Boards of Bonwood Social Investments and ecoAmerica.
Homer Robinson
Impact Investor, Co-founder of Parkera, and former President and CEO of the Kaiserman Company
Prior to co-founding Parkera, LLC, in 2020, Homer Robinson served as President and CEO of the Kaiserman Company. Kaiserman Company, which was founded by Mr. Robinson’s grandfather in 1923, owns and manages several million square feet of commercial office, retail, and multi-family residential properties across the Delaware Valley. Mr. Robinson is a LEED® Accredited Professional, a member of the New Mexico Bar, a licensed Pennsylvania Real Estate Broker, a member of Young Presidents Organization and a graduate of Amherst College and Yale Law School. He is an active impact investor in climate-related start-ups and low-wealth-neighborhood real estate projects. He lives in Philadelphia’s Mt. Airy neighborhood with his wife, Lisa, and their sons, Theo and Felix.
Brian Bernhardt, CFP
Alternative Investments Director and Managing Director at Morgan Stanley Private Wealth Management
Brian Bernhardt provides strategic advice and sophisticated planning services to high net worth families and business owners. As a Certified Financial Planner, Brian works closely with his clients and their other trusted advisors to develop highly customized estate plans and value-based investment approaches that involve on strategic asset placement, wealth transfer and tax-mitigation strategies. Prior to joining Morgan Stanley Private Wealth Management in 2012, Brian served as a Financial Advisor at Deutsche Bank Private Wealth Management. He is a graduate of Cornell University with a B.A. in political science and international relations. Active in his community, Brian has served as trustee or board member for the Saint James School, the Agnes Irwin School, the St. Mark's Endowment, the Clay Studio, and the Arts and Business Council of Philadelphia. He lives inBerwyn, Pennsylvania, with his wife, two teenagers and two dogs.
Moderator
Mike Wang
Partner at Building Impact Partners
Mike Wang works with philanthropists and social entrepreneurs committed to making a real and lasting impact on the world’s most pressing problems. Driven by insatiable curiosity, nothing gets Mike more fired up than diving headlong into what seem like unsolvable problems and working side by side with leaders and impacted communities to solve them—all while getting smarter along the way. In addition to leading strategy, advocacy, and new initiative startup projects in education, environmental conservation, workforce development, and more, Mike coaches senior leaders of all backgrounds working to unleash their full potential. After graduating from Tufts University, Mike taught high school in Louisiana—the most challenging and rewarding job he’s ever had—where he also served as education policy adviser to the governor and policy director to the Lt. Governor. He has worked in leading nonprofits and public policy roles for over twenty years, holding senior leadership positions at organizations including Teach For America, the Philadelphia School Partnership, the State of Louisiana, and more. Prior to joining Building Impact, Mike founded Leveraged Impact, a mission- driven consulting practice focused on helping philanthropists affect positive change.