Please join us for an in-depth workshop with impact investor Marco Vangelisti, a founding member of Slow Money. Registration fees are on a sliding scale (please see registration form below).
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 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.
About Marco Vangelisti
Marco Vangelisti worked in the finance industry for 25 years and for the last 6 in the investment management industry. For 12 years, Marco 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 6 years of experience doing direct local investments. He developed Essential Knowledge for Transition, and speaks nationally as guest lecturer and author.
The workshop fee is on a sliding scale from $75-$150. Please select one registration option below.
Date(s) - 05/20/2017
9:00 am - 5:00 pm
Hawthorne Valley School Hall