PAST SEMINAR : Exploring the Impact of Your Investments

Do They Align with Your Values?

From our investments in the financial world,
to our investments with our favorite nonprofits,
a positive Return On our Investments is important to all of us.

When: August 15, 2016 at 5:30 PM
Location: Limelight Hotel, Aspen, Colorado

Your Panelists:

Whatever your investments, they have an impact. How do we measure that impact? Do we only look at the financial returns? Or, should one consider the greater impact on our environment and society? What is the total impact your money is going to have if one chooses to invest in a specific company or a certain portfolio?

Is it true that investors who choose the socially responsible route of investment receive a consistently lower rate of return than the more traditional investment portfolio?

Join us for a discussion that is sure to be both factual and value-laden regarding how one makes decisions around investments, and how those decisions align with, or compliment, your values.

Below are some issues we’ll explore during this panel:

  • What should one take into consideration, and are there different forms of investing one might consider?
  • What should family foundations, community foundations, and corporations take into consideration in designing their investment portfolio? How important is it to connect your financial investments to the foundation’s /corporation’s values, goals, and the broader ROI they want to have on the world?
  • What role does philanthropy play in choices regarding our investments?

UPCOMING EVENTS
Info at: Upcoming Events

SPEAKERS BIOGRAPHIES
Info at: Speakers Past and Present

PAST EVENTS & WORKSHOPS
Info at: Past Events and Workshops

IMPACT OF WEALTH PODCAST