Events

A Money Quotient University Course — This is a self-paced online course available over ten weeks and five sessions, beginning on September 11, 2021 and concluding on November 21, 2021.

Session 1: IMPLEMENTING AWARE AND NO-HARM INVESTING — In this first session I will introduce the concept of the Great Turning and share my personal journey from global finance to no-harm investing which began when the destruction of a forest awoke me to the problems of conventional finance. We will look at an important 15-year … Continue reading Course: TOWARD AWARE AND NO-HARM INVESTING

Session 2: UNDERSTANDING ECOLOGICAL LIMITS, MONEY CREATION AND THE FEDERAL RESERVE — In the second session we will expand on the intuition gained in the first session and look specifically at the carbon math and its implications for the market valuation of oil companies. We will also look at the concept of financial intensity and … 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

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 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

Offered through Money Quotient University, this course is designed to help financial advisors and financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values.