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Essential Knowledge For Transition

Our investments shape the world we are living in.
If we are concerned about the state of world it is imperative we take responsibility for our agency in the world expressed through our investments.
Essential Knowledge for Transition (EK4T) offers courses for individual investors and financial advisers to move towards Aware and No-Harm Investing™.

UPCOMING COURSES

September 11 – November 21

Towards Aware and Values-Centered Investing

Offered through Money Quotient University
Designed for financial advisors
Open to individual Investors

March 2022

Toward Aware and No-Harm Investing

Offered by Essential Knowledge for Transition
Open only to individual investors

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Coaching

Essential Knowledge for Transition also offers course alumni a 6-month customized coaching and consulting package to help individual investors and financial advisors implement Aware and No-Harm Investing™ in their personal portfolio or wealth management practice.

About Marco Vangelisti

Marco Vangelisti, Chartered Financial Analyst (CFA) is a 100% Aware™ and No-Harm™ Investor with a longstanding commitment to Positive and Restorative Investing™.  He is a founding member of Slow Money and has been on the leadership team of the Slow Money Northern California Network from its inception in 2009 to 2020.  Prior to his shift in focus toward no-harm, positive and restorative investing, he spent 20 years in the finance industry, where he managed investment equity portfolios on behalf of large foundations and endowments and developed statistical risk models for equity and fixed income markets around the world. Marco was a Fulbright scholar in Mathematics and Economics at the University of California in Berkeley, earned an MBA at the Milan-based “Enrico Mattei” school in his native Italy, and a Master of Fine Arts at the intersection of public art and ecology in the U.S. He taught portfolio management, asset allocation, performance analysis, and risk analysis at the San Francisco CFA Institute for 12 years. He is dedicated to democratizing financial literacy and no-harm investing.