The first step to understanding your impact as an investor is to know what you own, which is easier said than done.
Join Jessica Droste Yagan (spouse/partner, YPO Chicago) and Eva Yazhari (spouse/partner, YPO Pacific One) as they engage in conversation with Joshua Levin, Co-founder and Chief Strategy Officer at OpenInvest, and Justina Lai, Chief Impact Officer and shareholder at Wetherby Asset Management, about how to develop intentionality in your portfolio. They'll share how you can dive deeper into your portfolio across asset classes and how to avoid analysis paralysis, access available research tools and build a portfolio you can be proud of.
To support impact investing, the Deal, Financial Services, Personal Investing and Sustainable Business networks have joined forces to promote the YPO Impact Investing Initiative through events like this one. As YPOers, we understand that societal and business needs will continue to converge in the coming decades and that this change will create new opportunities like impact investing. Through sharing our experiences, we can learn, grow and accelerate positive change together.
Gain practical insight into how to think more holistically about your investments, no matter where you are in your impact journey.
Learn how to invest with greater impact on social and environmental issues.
Calculate the social and environment returns of your investments, identify target outcomes and build a portfolio that reflects your values.
To support more knowledge and practice of impact investing, the Deal, Financial Services, Personal Investing and Sustainable Business networks have joined forces to promote the YPO Impact Investing Initiative through events such as this one. As YPOers, we understand that societal and business needs will continue to converge in the coming decades and that this change will create new opportunities like impact investing. Through sharing our experiences, we can learn, grow and accelerate positive change together.