Empower Yourself
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?
Learn how to Align Your Investments with Your Values
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 webinar series is a chance to learn essential portfolio management skills and link your financial resources with local resilience. This educational webinar series is for investors (from newbies to the seasoned) and investment professionals. It is produced by Marco Vangelisti and is based on his full day workshop.
REGISTER NOWAwakening to the problems of conventional finance: Webinar 1 (Free)
Thursday April 19th at 12pm (PT) or Thursday April 24th at 4pm (PT)
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 worthy and positive 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 webinar is an opportunity to empower yourself by learning essential portfolio management skills and link your financial resources with local resilience.
This webinar will reveal how the narrow focus of conventional finance leads to damaging unintended consequences. We will explore more caring alternatives to investing and the concept of Slow Money.
This webinar will lay the foundations so you can continue to learn the basic concepts of portfolio management, how to include non-financial considerations when evaluating investments, and how to enlist your investments in supporting what you value.
To attend this sought after webinar, simply select the time you would like to attend the webinar and fill out your contact information to claim your seat. Space is limited, so claim your spot now.
Presented by Marco Vangelisti and ek4t
The webinar series is brought to you by Marco Vangelisti and his company ek4t (Essential Knowledge for Transition). Marco 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 8 years of experience doing direct local investments.
During the webinar series 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
- Determine the prudent allocation of your portfolio to direct, impact or local investments
- Learn about aligned investment opportunities open to all
- Learn how to assess the risk and the alignment with your values of an investment opportunity
- Connect with a group of like-minded individuals interested in building a better world through their investments.
Join the ek4t mailing to be notified of the upcoming webinars