Gender Smart Investing – Fall 2023

Zoom

Back by popular demand, this 3-month Deep Dive course walks participants through the concepts, motivations, and opportunities behind gender lens investing. Learn how you can use your financial assets to uplift women and girls, champion board diversity, and support female entrepreneurs. You can view the full course description here. LIVE MEETING DATES: Dates: Second Thursday […]

Understanding Donor Advised Funds with Linda Sanchez & Sally Boulter

Join us for a conversation with leaders from two innovative Donor Advised Funds, Sally Boulter from Impact Assets and Linda Sanchez from CapShift. They will share their experiences, dive into how DAFS work, and explain how you can use values-aligned and impact investing within a Donor-Advised Fund to amplify your social and environmental impact.     This […]

Free for All

Ask The Expert: Financial Decisions During Life Transitions with Laura Rotter

Financial advisor Laura Rotter is a valued IFB member and leader who will share thoughts about her work helping clients make financial decisions during times of transition. Bring your own questions to this open office hour.     This event is exclusive to Invest for Better members. There will be no video recording. Register through Mighty Networks.

Free to IFB Members

New Ways Homes with Sibley Simon

Zoom

The New Way Homes Fund is an innovative approach to solving the housing crisis. Investments provide the capital for President Sibley Simon and his team to work with churches, nonprofit and other mission-driven landowners to design, permit and finance projects that focus on providing below-market-rate rental housing. The Fund is a 10-year note that pays […]

Free for All

Ask the Expert: Angel Investing with Lisa Frusztajer

Zoom

Whether you are already an active angel investor or just getting started, you most likely have questions. Join us for an open Q&A session and discussion about all things angel with Lisa Frusztajer, Investor in Residence at The Capital Network. Lisa is on multiple investment committees, teaches angel investing at Boston College, and manages her […]

Free to IFB Members

Converting Businesses to Employee Ownership: A Panel Discussion

Zoom (Link will be emailed to registered participants)

One of the paths toward a more equitable economic model is through employee ownership, in which the individuals who work at a company have a stake in the financial rewards. Although this idea is not new, it is not very common. Yet, it can work for businesses large and small. Our panel will discuss different […]

Free

Invest for Better Boston Gathering

We are delighted to host an in-person gathering of Boston area Invest for Better members and other women interested in, and supporting, values-aligned investing. Our event will be taking place at the home of Steering Committee member Kathleen McQuiggan in the exciting South End/SoWa neighborhood. Address will be provided upon registration. Refreshments and light fare […]

Open Office Hours with Lisa Cooper

Zoom

For 2024, we are launching a new series called Open Office Hours, featuring a rotating team of 4 experienced financial advisors who have offered to support our members by answering your questions in an informal setting. Every month we’ll have an Open Office Hours session—so bring your burning questions for leading female advisors who want […]

Sunwealth with Martha Buckley

Zoom (Link will be emailed to registered participants)

Considering investing in alternative energy? In this Invest session, you will learn about an impact investing firm on a mission to finance community-based solar projects that will benefit those who have traditionally been left behind in the clean energy transition. Sunwealth partners with solar installers, community organizations, and local businesses to finance and manage solar projects around […]

Free

Open Office Hours with Caitlin Appleton

Zoom

In our January Open Office Hours, we talked to a financial advisor about donor advised funds, how to identify green corporate bonds, and where to find women-led stock funds. We never know where these conversations will take us because they are driven by your questions. You can join us the first Wednesday each month at […]

RECORDING AVAILABLE NOW!!! Circle Leaders Info Session

Zoom (Link will be emailed to registered participants)

Watch recording: 2024 Feb 08 - Prospective Leader Information Session Would you like to lead your own IFB Circle? Have you longed for a trusted community of women with whom you can develop the confidence to move your money into purposeful investing? Have you already discovered the power of values-aligned investing and want to help […]

Free

Navigating the Maze – How to Spot “Greenwashing” with Karina Funk & Kim Ryan

Zoom (Link will be emailed to registered participants)

This fall, the SEC issued a new rule to help crack down on greenwashing and other misleading marketing practices by investment funds.  Does that mean you can now be confident that your investments are really meeting the sustainability and equity goals that they claim to pursue?  How do you know?  Does your financial advisor know […]