Community event: Invest with your values

Invest With Your Values, a workshop given by Marco Vangelisti, coming to The Cove in Irvine on Saturday, May 7th.  Marco is a founding member of Slow Money, and a leader of Slow Money NorCal.  He started his impact investing journey  with his own personal finances 7 years ago.  Before that, he spent 25 years on Wall Street. His experience represents a true bridge between traditional finance and "slow money."  Now he shares his experience doing direct Slow Money investments with communities around the country to help them increase their capacity for local investing. Tickets to this one-day workshop include:

  • 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 investments
  • 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!

 

Slow Money San Diego member Mary Abad will attend and plans to organize a carpool from San Diego. Contact her to ask questions or join the carpool | mabad04@gmail.com | 714-360-8771

WHEN
May 07, 2016 at 8:30am - 5:30pm
WHERE
The Cove
5141 California Ave
Irvine, CA 92697
United States
Google map and directions

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