We are so excited to host our friend Marco Vangelisti for a thorough introduction to local investing options for those of us who prefer to support our local economies rather than large Wall Street firms and corporate conglomerates. This will be a great workshop for anyone who is new to investing and is curious about how to invest in more local, socially responsible, environmentally friendly, or other values-driven ways. Even if you have only modest savings please consider joining us! We consider an investor to be anyone who has pretty much any amount of savings available to invest. We will make this workshop accessible to those without any background in finance or investing. The only prerequisite is an interest in community-based or values-driven investing.
In this workshop you will learn about:
The problems with global finance from an ex-insider;
Basic concepts of investment portfolio management and the tools to assess investment opportunities;
How to include non-financial considerations when evaluating investments;
Determining the prudent allocation of your portfolio to various types of investments;
Where to find specific investment opportunities available to Bay Area community investors;
More resources to support you as a local economy investor.
Plus, you will connect with a group of like-minded individuals seeking to build a better world through their investments!
Vegetarian dinner and refreshments will be provided to all attendees!
About the presenters:
Our featured guest presenter Marco Vangelisti worked in the finance industry for 25 years and for the last 6 in the investment management industry. Marco is a founding member of Slow Money and since 2009 has been in the leadership team of the Slow Money Northern California Network. He is a 100% impact investor with 7 years of experience doing direct local investments. Watch a sneak peak of what Marco has to offer in his keynote speech at the Slow Money national gathering in 2014.
The Sustainable Economies Law Center's Policy Director, Christina Oatfield, works in our Food Program and Grassroots Finance Program. She also leads the Law Center's California state legislative campaigns in a variety of issue areas including on securities laws, worker cooperatives, food enterprises, and other issue areas. Christina, who is a beginning local economy investor, will facilitate the workshop.
Important Note: This workshop will NOT provide financial or investment advice to anyone nor will we recommend any particular investment deals. The purpose of this workshop is to help investors and soon-to-be investors learn about some of the unique challenges and opportunities in local and community investing generally.
Cost: $45 per person - registration and payment online below.
If you prefer to pay by personal check or cash please email Christina at [email protected] to RSVP and coordinate payment.
Oakland, CA 94612
Google map and directions