Together with a group of like-minded investors, learn more about impact investing, how to increase your investment confidence, and how to take the next step toward making (more) impact with your assets.
New and experienced impact investors meet monthly to take the next step in their impact journey. Under the guidance of your peers and various experts, you will learn more about impact investing and what it has to offer you. The content of the meetings is fully tailored to the experience of the participants.
This workshop series is intended for accredited investors only*.
Program:
We will meet a total of six times over a 6-month period.
Start:
Decided upon with the other circle participants.
Starting at the second or third meeting, short presentations will be given by an expert, followed by a group discussion where personal experiences can be shared.
Sometimes we ask you to prepare something for the next meeting.
1: Introduction to impact investing
2: Clarify personal goals and values
3: Direct investments/understanding of 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 / Create your own investment plan
The program will be tailored to the needs and experiences of the participants.
Dates & Times:
The groups’ facilitators will provide the first date.
Subsequent dates will be set by mutual agreement as much as possible.
The fixed times of the meetings are 18:00 to 21:30 and include a meal.
Cost:
This course is given free of charge because we do not want cost to be a barrier to participation.
Afterward, if you feel the program has been valuable to you, we hope you will want to make a contribution to support this program by making a donation to PYM.
House Rules:
Everything shared during the meetings is confidential. You may share what you have learned, but private information remains within the group.
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 stuffy behind the threshold while the world screams for us. It prompted me to formulate and implement a clearer strategy for my own investments
PYM is an independent foundation that connects and guides wealth owners to invest their capital consciously for a better world. We are a peer-to-peer community of families, philanthropists, individual investors, family offices, and foundations.
We believe in the power of money as a force for good. That is why we promote listed and non-listed impact investing. You can invest successfully in businesses, directly or through funds, that have a purpose beyond profit.
We focus on investors in the Benelux, but we 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.