With a group of like-minded investors,
discover impact investing, boost your investment confidence,
and take the next step in making a greater impact with your assets.
New and experienced impact investors meet monthly to embark on a transformative journey. With the guidance of your peers and various experts, you will gain a deeper understanding of impact investing and its potential benefits. The content of the meetings is customized based on each group's experience level.
This workshop series is intended for private wealth holders only*.
Start date
Rotterdam & Amsterdam area - November 2024
Online & Belgium - January 2025
We will form more groups based on the number of sign-ups.
If you want to join an in-person circle but do not live in the Rotterdam or Amsterdam area, please sign up so we know where the interest lies! Once we have enough sign-ups, we will reach out to you with further details on how to join a group.
Program
Under the guidance of two experienced impact investors, there will be six meetings covering various topics.
Starting from the second or third meeting, an expert will give short presentations, followed by a group discussion where personal experiences can be shared. Sometimes, we ask you to prepare something for the next meeting.
Meeting topics
1: Introduction to impact investing
2: Clarifying personal goals and values
3: Direct investments/ understanding our risk appetite and commitment
4: Listed investment products (ESG and shareholder activism) / Insight into our current investments
5: Private Equity and Debt Impact Funds/ Sharing experiences
6: Holistic financial planning/ Creating your investment plan
We will customize the program to the needs and experiences of the participants. After the 6th gathering, the group may decide to continue meeting.
I had a wonderful time finally talking about money, hearing how others do it (emotionally and technically), seeing where we hold ourselves back, making ourselves small,
and staying safely behind the threshold while the world screams for us.
It prompted me to formulate and implement a clearer strategy for my own investments.
Dates & Times
The facilitators will provide the first date for the group. The group will schedule subsequent dates.
The meetings will take place from 18:00 to 21:30, during which you'll also have dinner.
Cost
This course is free of charge because we deeply value your participation and do not want cost to be a barrier to your impact journey. Afterward, if you feel the program has been valuable to your personal or professional growth, we hope you will support this program by donating to PYM.
House Rules
Everything shared during the meetings is confidential. Your privacy and respect are our top priorities. You may share what you have learned, but private information remains within the group.
We are an independent foundation and values-driven peer-to-peer community of families, individual private investors, philanthropists, and financial professionals united by our shared commitment to making a positive impact through our investments.
We believe in the power of money as a force for good. That is why we support wealth holders at the beginning of their impact investment journey, empowering them to invest their capital consciously. You can confidently invest in businesses, directly or through funds, that have a purpose beyond profit and see your investments make a positive difference.
We focus on private investors in the Benelux but welcome everyone who shares our goals to join us.
* An accredited investor has a minimum investable wealth of €500.000,-
** The content of this program does not constitute professional and/or financial advice but is intended to give you a flavor of what is out there in this field.