In the first part of the workshop, Marco will share his experience as an insider of global finance and show how the narrow focus of conventional finance leads to damaging unintended consequences. We will explore more caring alternatives to investing and the concept of Slow Money. We will then uncover the origin of investment capital and show how its continuous growth is incompatible with a finite planet. This will provide a compelling argument for adopting a more holistic approach to investing.
We will then show how a Personal Investment Compass (PIC) helps us clarify what we stand for and how to enlist our investments in supporting our deepest aspirations. You will create your own PIC to guide you in your investment selection going forward. We will then explore key concepts of portfolio management, assess your risk profile, challenge assumptions of capital market expectations, and look at the reasons for including local and direct investments in personal portfolios. We will then understand the functions and challenges of securities laws, the recent changes that are opening up the field of direct local investing to the general public, and ways to move beyond conventional finance.
The final section of the workshop will look at due diligence, learn a tool for assessing investment risk, and explore an integrated whole-person approach to due diligence. You will then practice what you just learned by analyzing actual investment offerings and discuss their merits and alignment with your PIC. At the end of the workshop you will be offered an opportunity to join a community of practice and be supported in your journey towards aligning your investments with your values.