Interested in aligning your investments with your values but not quite sure how to do it or think it through? Slow Money VT and a coalition of partners are bringing national thought-leader Marco Vangelisti to Vermont this May for a short series on local impact investing that includes two opportunities to learn more:
- An introductory evening talk on May 23 in Montpelier
- A in-depth daylong workshop on May 24 in Norwich
Each event is ticketed separately; attend one or both! See below for details...
Evening Introductory Discussion
Join us for an evening discussion and networking event to explore how we can Build a Better World Through Our Investments. A brief presentation and discussion will be led by Marco Vangelisti, a former finance industry expert and 100% impact investor with a long-standing commitment to direct local investment.
Date: May 23, 2017
Location: VSECU, 1 Bailey Ave., Montpelier, VT
Light refreshements & cash bar
Join us for a daylong workshop on Aligning Your Investments with your Values with Marco Vangelisti, a former finance industry expert and 100% impact investor with a long-standing commitment to direct local investment. Marco is a national thought leader on local impact investing.
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 and risk assessment skills, and link your financial resources with local resilience.
- Clarify your own values and build your personal investment compass
- Learn how to assess an investment opportunity’s risk and alignment with your values
- Learn to include non-financial considerations when evaluating investments
- Learn basic concepts of portfolio management and the tools to assess your liquidity and risk profile
- Determine the prudent allocation of your portfolio into direct, impact and/or local investments
- Learn about the problems with the global finance system from an ex-insider
- Connect with a group of like-minded individuals interested in building a better world through their investments
Date: May 24, 2017
Location: King Arthur Flour, 135 US Rt. 5 South, Norwich, VT
Cost: $65 (early registration) / $75 (after May 1)
Seating limited to 40 participants
Continental breakfast & lunch
Meet Marco Vangelisti
Marco is a 100% impact investor with a longstanding commitment to direct local investments. He is a founding member of Slow Money and has been on the leadership team of the Slow Money Northern California Network since 2009. Prior to his shift in focus towards local and sustainable ventures he spent 20 years in the finance industry, where he managed investment equity portfolios on behalf of large foundations and endowments, developed statistical risk models for equity and fixed income markets around the world, and taught portfolio management, asset allocation, and performance and risk analysis at the Chartered Financial Analysts (CFA) Institute of SF.
A Fulbright scholar in Mathematics and Economics at the University of California in Berkeley, an MBA at the Milan-based “Enrico Mattei” school in his native Italy, and a Master of Fine Arts at the intersection of public art and ecology, Marco’s cross-disciplinary, integrative approach to solving complex problems provided the foundation for developing Essential Knowledge for Transition. From his experience as a visual artist to his studies of permaculture design to his role as core advisor for Ecocity Builders, Marco’s reputation as a guest lecturer and author is rooted in whole systems thinking and his ability to make complex concepts accessible to the general public. He is dedicated to democratizing financial literacy and sustainable investing.
Marco Vangelisti and these events are presented by a coalition of organizations committed to fostering local impact investing to support and invigorate Vermont’s economy.
Marquee Event Sponsors:
Slow Money Vermont wishes to acknowledge additional organizational sponsors:
Friends of Slow Money:
Community Capital of Vermont
Slow Money Vermont is a network that aims to inform, inspire and connect individuals, businesses, philanthropists, and investors interested in building a sustainable local and regional food system and to catalyze new investment opportunities in the people, businesses and communities that contribute to a sustainable food economy. Slow Money Vermont is organized through a task force connected to Vermont Farm to Plate—the statewide initiative to strengthen the food system. Slow Money Vermont aligns with the state’s Farm to Plate goals to increase investments and financial partnerships in food system enterprises. Individuals, businesses, philanthropists, and investors interested in getting involved in Slow Money Vermont can learn more at: www.facebook.com/slowmoneyvermont