Align Your Money With Your Values
DATE: May 18
location: SLO Hothouse
* LUNCH INCLUDED
Global finance is an opaque landscape for individual investors. All too often, our investments can end up tied to socially and environmentally harmful industries, without our knowledge. How can we empower ourselves to act in this sphere, and direct our money toward profitable, progressive businesses?
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 skills and link your financial resources with local resilience.
In this safe, supportive and constructive workshop you will:
- Learn about the problems with global finance from an ex-insider
- 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
- Determine the prudent allocation of your portfolio to direct, impact or local investments
- Learn how to assess an investment opportunitys risk and alignment with your values
- Connect with a group of like-minded individuals interested in building a better world through their investments
ABOUT MARCO: Marco Vangelisti worked in the finance industry for 20 years and the investment management industry for the last 6. For 12 years, he taught Chartered Financial Analysts (CFA) in SF portfolio management, asset allocation, performance analysis and risk analysis. Marco is a founding member of Slow Money and has been on the leadership team of the Slow Money Northern California Network since 2009. He is a 100% impact investor with 8 years of experience doing direct local investments. He developed Essential Knowledge for Transition and speaks nationally as guest lecturer and author.
NOTE: Coffee and light breakfast, lunch and snacks included
SLO Hothouse (next door to Ross) (View)
872 Higuera St
San Luis Obispo, CA 93401
|Kid Friendly: No|
|Dog Friendly: No|