Is your investing strategy undermining your philanthropic efforts?
Join us in a conversation with economist, lawyer, and buy local movement advocate Michael Shuman, on how investing in companies that align with your charitable goals can grow your assets.
Our purpose is to bring together families and their advisors who have assets under management in a foundation or our thinking of setting up a foundation for two days of thought provoking commentary. The discussion will be centered on how assets managed and invested in sustainable companies can grow your portfolio without offsetting your philanthropic efforts.
Our goal is to start the conversation on asset management for growth in foundations focusing on sustainable businesses/social enterprises and to provide tools for families to have the conversation at their family council meetings and for conversations with their advisors. This would also be a resource for advisors to draw upon for when families bring this forward.
Cost: $110/Per Person or $300/Family of 3RSVP Today
Meet Michael Shuman
Michael H. Shuman is an economist, attorney, author, and entrepreneur, and Director of Community Portals for Mission Markets in New York City. He’s also a Fellow at Cutting Edge Capital and Post-Carbon Institute, and was a founding board member of the Business Alliance for Local Living Economies (BALLE). He has authored, coauthored, or edited eight books. His most recent book, published by Chelsea Green, is Local Dollars, Local Sense: How to Move Your Money from Wall Street to Main Street and Achieve Real Prosperity. His previous book, The Small Mart Revolution: How Local Businesses Are Beating the Global Competition (Berrett-Koehler, 2006), received as bronze prize from the Independent Publishers Association for best business book of 2006. He regularly helps communities analyze economic “leakages” and job-creation opportunities from expanded “LOIS” businesses (locally owned, import substituting), particularly those linked to local food, energy, and finance. A prolific speaker, Shuman has given an average of more than one invited talk per week, mostly to local governments and universities, for the past 30 years. He has lectured in 47 U.S. states and eight countries.
Michael will also have books for sale and will be available to sign them prior to the brunch.
On Saturday April 18th, we will have a special panel discussion featuring experts within the ethical invest strategies sector.
Welcome Reception and Panel Discussion
Saturday, April 18 - 5:30-7:00pm - Hotel Arts
Join us for our Welcome Reception to the weekend's activities. Mingle with other attendees and participate in a panel discussion featuring Jenna Nicholas, Divest-Invest and experts in ethical investment strategies, family foundation asset management and Ed Whittingham, Pembina Institute.
The panel will be setting the star for Sunday's discussions, highlighting key considerations when managing assets to support the the charitable sector.
Brunch and Conversation with Michael Shuman
Sunday, April 19 - 9:00-11:30am - Hotal Arts
Sunday morning will feature our keynote speaker Michael Shuman, who will be speaking about how investing in companies that align with your charitable goals can grow your assets.
Michael H. Shuman is an economist, attorney, author, and entrepreneur, and Director of Community Portals for Mission Markets in New York City. He’s also a Fellow at Cutting Edge Capital and Post-Carbon Institute, and was a founding board member of the Business Alliance for Local Living Economies (BALLE).
Both Days: $110/Per Person or $300/Family of 3
Your ticket includes Admission to both the Reception on Saturday Night and the Brunch on Sunday
April 18th Reception: $50
April 19th Brunch: $90
A block of rooms has been reserved at Hotel Arts. Please mention DEXTERITY VENTURES DOWN TO EARTH WEEK to book your room at a discounted rate.