Webinar: The New "Prudent:" A Wild Brainstorm About The Prudent Investor Rule

What is considered a "prudent" investment strategy in a world where inequality is spiraling out of control, ocean life is dwindling, and hurricanes flatten cities? Let's take a step back and question how we apply the analysis of "prudence" in our current social and ecological context. 401(k)s,  other retirement savings plans, and many kinds of trusts and institutional funds are subject to rules requiring that savings be managed and invested according to the Prudent Investor Rule, aka The Prudent Man Rule. This is often interpreted to require a diverse portfolio of investments aimed at generating a market rate return. Some self-directed IRA custodians have interpreted this to block low-interest or no-interest loans to mission-oriented enterprises. Let's review the rules and legal interpretation, then throw it all out the window and discuss how we'd set our own standards of prudence in our current context. This will be a lively conversation led by Leslie Christian, Senior Investment Advisor at Northstar Asset Management (and co-author of this great piece, The Prudent Woman) and Janelle Orsi, co-founder of Sustainable Economies Law Center.

This webinar is organized by The Next Egg, our project to help people gain control over how they invest their retirement savings. 

3/19/2020 11:30 PDT FREE!

WHEN
March 19, 2020 at 11:30am - 1pm PDT
WHERE
Webinar
CONTACT
Sue Bennett ·
48 RSVPS
Jay Corrales HIroko Kurihara Sara Johnstone Corinne Sereni Henry Norr Chris Ramirez Jean Tepperman Anne G Luis González Imbert Jonathan Rubenstein Marissa Weitzman Laetitia Benador Kerry Hughes Melonie Tharpe Sean Keller Kate Poole Jeff Conant Amy Cortese Nwamaka Agbo Tiffany Vuong Paul Rissman Jason Wiener Todd Arena Shaquille Gillespie Camy Seitz-Cherner Misti Schmidt yvonne stafford Janelle Orsi

Who's RSVPing

Jay Corrales
HIroko Kurihara
Sara Johnstone
Corinne Sereni
Henry Norr
Chris Ramirez
Jean Tepperman
Anne G
Luis González Imbert
Jonathan Rubenstein
Marissa Weitzman
Laetitia Benador
Kerry Hughes
Melonie Tharpe
Sean Keller
Kate Poole
Jeff Conant
Amy Cortese
Nwamaka Agbo
Tiffany Vuong
Paul Rissman
Jason Wiener
Todd Arena
Shaquille Gillespie
Camy Seitz-Cherner
Misti Schmidt
yvonne stafford
Janelle Orsi

Will you come?


Showing 28 reactions

  • Jay Corrales
    rsvped 2020-03-26 22:14:05 -0700
  • HIroko Kurihara
    rsvped 2020-03-19 10:38:03 -0700
  • Sara Johnstone
    rsvped +1 2020-03-19 07:31:30 -0700
  • Corinne Sereni
    rsvped 2020-03-18 18:39:12 -0700
  • Henry Norr
    rsvped 2020-03-18 18:22:04 -0700
  • Chris Ramirez
    rsvped 2020-03-18 18:14:37 -0700
  • Jean Tepperman
    rsvped 2020-03-18 17:58:34 -0700
  • Anne G
    rsvped 2020-03-18 17:45:17 -0700
  • Luis González Imbert
    rsvped +1 2020-03-18 17:28:01 -0700
  • Jonathan Rubenstein
    rsvped +1 2020-03-18 17:25:24 -0700
  • Marissa Weitzman
    rsvped +1 2020-03-18 16:58:23 -0700
  • Laetitia Benador
    rsvped 2020-03-18 16:07:47 -0700
  • Kerry Hughes
    rsvped 2020-03-18 16:04:49 -0700
  • Melonie Tharpe
    rsvped +1 2020-03-18 15:20:51 -0700
  • Sean Keller
    rsvped 2020-03-18 15:04:59 -0700
  • Kate Poole
    rsvped +1 2020-03-18 14:07:00 -0700
  • Jeff Conant
    rsvped 2020-03-18 13:13:01 -0700
  • Amy Cortese
    rsvped 2020-03-18 08:58:50 -0700
  • Nwamaka Agbo
    rsvped 2020-03-17 15:21:53 -0700
  • Tiffany Vuong
    rsvped 2020-03-17 00:30:03 -0700
  • Paul Rissman
    rsvped 2020-03-16 19:13:43 -0700
  • Jason Wiener
    rsvped 2020-03-16 18:53:35 -0700
  • Todd Arena
    rsvped 2020-03-16 13:49:57 -0700
  • Shaquille Gillespie
    rsvped 2020-03-15 14:38:42 -0700
  • Camy Seitz-Cherner
    rsvped 2020-03-12 18:44:25 -0700
  • Misti Schmidt
    rsvped 2020-03-12 15:40:42 -0700
  • yvonne stafford
    rsvped +1 2020-03-12 15:16:33 -0700
  • Janelle Orsi
    rsvped 2020-03-07 14:02:13 -0800

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