Loading Events

« All Events

  • This event has passed.

Find a Values-Aligned Advisor — An Invest for Better Deep Dive Course

November 19, 2024 at 7:00 pm - 8:30 pm EST

LIVE MEETING DATES:
  • NOVEMBER 19th
  • DECEMBER 3rd
  • DECEMBER 17th

LIVE MEETING TIME:

4:00-5:30pm PT | 7:00-8:30pm ET

PRICING AND REGISTRATION:

Non-members: $100  |  Signup Here

Basic and Premium Members: Free  |  Signup Here

COURSE LEADER:

Megan Morrice

Megan is the Program Director of the Sustainable and Impact Finance Initiative at UC Berkeley’s Haas School of Business. She also is the co-founder of ValuesAdvisor, a matchmaking platform for clients to find advisors who specialize in sustainable investing. Megan previously worked as the ESG specialist for EQIS Capital Management and led client and partnership development at HIP Investor, a global leader in impact investing. She holds an MBA in Sustainable Management from Presidio Graduate School, where she later taught courses on sustainable capital markets and multi-sectoral finance. Megan is passionate about helping students, investors, and organizations understand their financial options, align their money with their desire for social and environmental impact, and creating financial products that best serve the needs of people.

COURSE CONTENT:

Missed the course description? View it here.

 

Details

  • Date: November 19, 2024
  • Time:
    7:00 pm - 8:30 pm EST
  • Event Category:

Organizer