Leader in the Slow Money movement, Marco Vangelisti, is offering a workshop on aligning your investment with your values.
A workshop on portfolio management and local investing
Saturday, March 20, 8:30 am
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 underequipped 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 with other peers you will:
- Learn the terminology you need to speak confidently with your financial advisors;
- Learn basic portfolio management tools so you can analyze your own financial profile and needs
- Clarify your personal values and connect them with your investment
- Determine what portion of your portfolio is prudent to allocate to local or direct investing
- Explore a list of potential investments based in CA and practice what you learned by assessing their risk, return and alignment with your values
- Connect with like-minded individuals on a similar quest!
Keynote address on Investing for the World We Want given at the 5th National Slow Money Conference on November 11, 2014
Investing and the Disappearance of the Sacred (blog post)
More about Marco:
Marco came to the US as a Fulbright scholar in mathematics and economics at the University of California in Berkeley. After a stint in the financial industry, Marco worked as visual artist on a full-time basis for 5 years and obtained a MFA focusing on the intersection between public art and ecology. He later worked for 6 years managing investment equity portfolios primarily on behalf of large foundations and endowments. In April 2009 Marco left the finance industry and has since been instrumental in the formation and development of the Slow Money Northern California chapter. He is sharing his experience doing direct Slow Money investments with communities around the country to help them increase their capacity for local investing. Marco is currently developing Essential Knowledge for Transition – a curriculum for engaged citizens to understand the money and banking system, the economic system and the financial system and how we need to transform them.