King Arthur Flour, 135 US Rt. 5 South
Join us for a daylong workshop on Aligning Your Investments with your Values with Marco Vangelisti, a former finance industry expert and 100% impact investor with a long-standing commitment to direct local investment. Marco is a national thought leader on local impact investing.
In this safe, supportive and constructive workshop you will:
Clarify your own values and build your personal investment compass
Learn basic concepts of portfolio management and the tools to assess your liquidity and risk profile
Learn to include non-financial considerations when evaluating investments
Learn how to assess an investment opportunity’s risk and alignment with your values
Connect with a group of like-minded individuals interested in building a better world through their investments
$75 Registration includes continental breakfast and lunch. Register and learn more about the event and Marco Vangelisti at Milk Money Vermont.