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Align Your Investments with Your Values
October 15, 2017 @ 9:00 am - 5:00 pm PDT
Join us for a daylong workshop on Aligning Your Investments with your Values with Marco Vangelisti, a former finance industry expert and 100% impact investor with a long-standing commitment to direct local investment. Marco is a national thought leader on local impact investing.
If you long to operate with integrity in all parts of your life but feel under-equipped or bewildered by the idea of aligning your investments with your values, this workshop is a chance to learn essential portfolio management and risk assessment skills, and link your financial resources with local resilience.
In this safe, supportive and constructive workshop you will:
- Clarify your own values and build your personal investment compass
- Learn basic concepts of portfolio management and the tools to assess your liquidity and risk profile
- Learn to include non-financial considerations when evaluating investments
- Learn how to assess an investment opportunity’s risk and alignment with your values
- Connect with a group of like-minded individuals interested in building a better world through their investments