In Conversation: Marco Vangelisti
About the Webinar
In recent years, there has been increased interest in “do-no-harm” investing, and in efforts to align one’s personal investments with personal values. Our guest, Marco Vangelisti, founder of Essential Knowledge For Transition (www.ek4t.com) has been a leading voice in this emerging movement. Join us as MQ President Amy Mullen, CFP® interviews Marco about his career, what led him to rebuild his portfolio based upon local and sustainable investments, his passion for sharing this knowledge with others, and much more!
About our Guest Veteran
Marco Vangelisti is a 100% impact investor with a longstanding commitment to direct local investing. He is a founding member of Slow Money and has been on the leadership team of the Slow Money Northern California Network since 2009. Prior to his shift in focus towards local and sustainable investing, he spent 20 years in the finance industry, where he managed investment equity portfolios on behalf of large foundations and endowments and developed statistical risk models for equity and fixed income markets around the world.
Marco was a Fulbright scholar in Mathematics and Economics at the University of California in Berkeley, earned an MBA at the Milan-based “Enrico Mattei” school in his native Italy, and a Master of Fine Arts at the intersection of public art and ecology in the U.S. He held the Chartered Financial Analyst (CFA) designation for 15 years and taught portfolio management, asset allocation, and performance and risk analysis at the San Francisco CFA Institute for 12 years. He is dedicated to democratizing financial literacy and sustainable investing.
Marco has also served as a guest lecturer for an MQU course, “Towards Aware and Values-Centered Investing.”
For additional information, please visit his website, ek4t.com.
This webinar is open to EVERYONE!
- Free for MQ Partners
- $25 Fee for everyone else