Invest. Here. Now.

Invest. Here. Now. November Gathering: "Aligning Our Actions with Our Values"

  • 20 Nov 2014
  • 4:00 PM - 6:00 PM
  • Northampton Friends Meeting, 43 Center St, Northampton


Registration is closed

How do we, as investors – accredited and non-accredited, act on our deeply held values through local investing – especially when those values might be competing, for example making money for retirement versus supporting our communities at low interest rates. A panel of speakers, led by Jenny Ladd, will present different points of view and provide opportunities for participants to ask questions and share their experiences.

Meeting plan:

  • Sign in
  • Welcome and overview of the agenda and suggested group agreements
    • “I” statements,
    • Encourage others to speak before you speak again
    • Replace judgment with curiosity
  • Introductions around: name, where you live, and one value you use to guide your investing.
  • Speakers; Responding to the question above and to either the Don Schaffer article and/or the Bolder Giving interview.
    • Oona Coy lives in Northampton and for the past 7 years has run Town Farm and Tuesday Market with her husband, Ben. For the past 15 years, with the help of Resource Generation and more recently Fresh Pond Capital, she's worked to match her inherited and invested assets with her social justice values.
    • Ruthie Oland is social justice activist and School Fundraising Program Coordinator at Equal Exchange.
    • Andrew Bellak is CEO of StakeHolders Capital, an independent wealth management firm founded by a pioneer of the socially   responsible investing (SRI) movement, two options experts from Wall Street, and a financial planner who is also an ethicist.
  • Questions for the speakers
  • Either large group or small groups, depending on the size of the group, address the above question as well.
  • Whole group
    • What resources were surfaced?
    • What other questions arose?
    • What next steps are people thinking about taking for themselves?

To prepare you can watch and read by Don Shaffer of RSF Social Finance.

Please register to help us figure out how to set up the space.

Our next meeting is Invest. Here. Now. December Gathering: "Retirement and Security" , 18 Dec 2014 4:00 PM • Northampton Friends Meeting, 43 Center St, Northampton.

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