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.