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Tue 15 Jun
|Online Learning, Zoom
Building Blocks: Creating your Impact Thesis
Interested in aligning your investment portfolio with your values? This course will give you the tools to empower you towards that goal. Register your interest today to claim your space on this incredible three-day event. This course will occur at 17:00 - 18:30 BST - 15th, 22nd and 29th of June.
Time & Location
15 Jun 2021, 17:00 BST – 29 Jun 2021, 18:30 BST
Online Learning, Zoom
Special Hotel Rate
*Open to members and non-members*
This course will take place part-time 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.
Convened by: Aunnie Patton Power (The Beam’s Academic Director and Founder, Intelligent Impact)
Taught by: