Loading Events

« All Events

  • This event has passed.

Align Your Investments with Your Values – Daylong Workshop

May 24, 2017 at 9:00 am - 5:00 pm EDT

$75.00

MarcoHeadshotJoin 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




Registration includes continental breakfast and lunch. Learn more about the event and Marco Vangelisti at Milk Money Vermont.



Details

Date:
May 24, 2017
Time:
9:00 am - 5:00 pm EDT
Cost:
$75.00
Website:
https://www.eventbrite.com/e/align-your-investments-with-your-values-daylong-workshop-tickets-33507961214

Venue

United States

Organizer

Leave a Reply