Events

Session 5: REGENERATIVE INVESTING AND THE TRUE PATH TO FINANCIAL FREEDOM In the fifth session I will introduce the concept of regenerative investing at the intersection of philanthropy and investing. I will then share with you the surprising path to true financial freedom. You will be introduced to a number of impact and regenerative investments. … Continue reading Course: TOWARD AWARE AND NO-HARM INVESTING

Session 4: IMPLEMENTING AWARE AND NO-HARM INVESTING — In the fourth session I will introduce the concept of a Personal Investment Compass and provide various examples. You will create your own PIC and use it to guide the future transformation of your portfolio. I will introduce a new classification of investments based on the awareness … Continue reading Course: TOWARD AWARE AND NO-HARM INVESTING

Session 3: CHALLENGING CAPITAL MARKETS EXPECTATIONS – A HOLISTIC APPROACH TO PORTFOLIO MANAGEMENT — The third session will explain key concepts of portfolio management like risk, return, and liquidity and introduce a holistic approach that integrates an understanding of both financial and non-financial aspects of risks and returns. You will be able to assess your … Continue reading Course: TOWARD AWARE AND NO-HARM INVESTING