Advanced Course: Creating your Impact Thesis (3 Days)
Time & Location
About the Event
*Open to members and non-members*
Members, please purchase your ticket through the Beam Network here.
Non-Members, please click here to register with our team.
This course will take place on the 15th, 22nd and 29th June.
Interested in aligning your investment portfolio with your values? This three-part series will give you the tools to empower you towards that goal. Together we will embark on a journey of identifying your impact priorities and how those priorities can be reflected in your investments.
During the sessions, you will create a personal impact thesis, learn about how that thesis can be mapped onto a portfolio strategy across different asset classes, and hear from the experience of a HNW peer that is currently finalizing her own impact-aligned portfolio.
Hosted by: Aunnie Patton Power (The Beam’s Academic Director and Founder, Intelligent Impact) Guest Speakers: Jennifer Kenning (CEO and Co-Founder, Align Impact), Amy Clarke (Co-Founder & Chief Impact Officer at Tribe Impact Capital) and Anne Dean (Impact Investor and Philanthropist)
Cost: Members: 250 GBP; Non-Members: 375 GBP
- Non-Member Tickets£375+£9.38 Service fee£375+£9.38 Service fee0£0