Janine Firpo featured in “Money & Relationships” Event by Linqto

Janine Firpo, co-founder of Invest for Better, along with Dr Ruth Shaber and Sheila Shroeder came together in dialogue to discuss the differences in how men and women traditionally think about investing, spending, saving, and money in general and how this might affect our lives and our relationships. This Linqto webinar took place on February 2, 2023.

View webinar here.

 

From the Linqto website: 

“Given that 45% of marriages end in divorce in the US, and money issues are the No. 1 thing couples argue about, this is a worthy conversation. Numerous studies have identified disagreements over finances as one of the top reasons couples seek marital counseling and one of the top reasons for divorce. And we know that families are often reluctant to talk about money with their children, but experts say that can create confusion and insecurity. So thankfully, they’re going to share how to successfully engage in financial conversations and collaboration with partners, parents, children, and others. However, it’s not a secret that people involved in committed relationships tend to perform financially well, maybe even better. Can a stable relationship help you achieve your financial goals? Ultimately, money can either build or break relationships so how can we make sure we avoid the later? After this conversation, we expect to come out with a better understanding and a clear mindset of what’s actually important and what we should pay attention to keep building relationships instead of breaking them, after all relationships and money tend to come hand-in-hand.”

ABOUT JANINE FIRPO

You can learn more about Janine Firpo here.

OTHER PRESENTERS:

Dr. Ruth Shaber, President & Founder, Tara Health Foundation

Dr. Ruth Shaber co-wrote “The XX Edge: Unlocking Higher Returns and Lower Risk” with Patience Marime-Ball. The book explores a new paradigm of gender-focused investing where more women are placed in decision-making roles and able to optimize their skills across all capital markets—leading to higher returns for individual investors and greater economic growth.  Dr. Shaber created the Tara Health Foundation in 2014 after more than two decades working on the frontlines of women’s health care at Kaiser Permanente. The California-based OB/GYN has since invested more than $70M in companies that help improve women’s health and in 2020 she made the Forbes’ Impact 50 list.

Sheila Schroeder, Regional Head of Business Development, Wealthspire Advisors

Sheila’s book “Let’s Talk About Money” will be published later this year. Sheila brings deep experience in the financial industry, on Wall Street, and in wealth management. Sheila has built and led divisions for top financial firms, directed investor relations for a hedge fund, led client development at Private Ocean Wealth Management, and is currently Regional Head of Business Development at Wealthspire Advisors. She is committed to several non-profits and volunteers her time focused on education, financial literacy, equal rights, and empowering women financially.

ABOUT LINQTO:

Linqto is a provider of liquidity in the private sector, providing accredited investors access to affordable investment opportunities in technology startups with a focus on unicorns.

 

 

 

 

 

 

 

 

 

Activate Your Money | Session 3: Innovate Your Philanthropy

Many of us are aware of the concepts of concessionary investments, blended capital, and recoverable grants. But how can you get involved? What are the options that are available to you today? And who are the providers that are making these options available to you right now? This session unveils real-world experiences of innovators who are using their DAF assets to provide deeper impact and value. It will also showcase a few of the most innovative service providers who are making it easier for all of us to invest our values. And it will provide insight into ways that you can feel less frustrated and have more fun with your philanthropy.

Trainers

  • Janine Firpo, Author, Activate Your Money and Co-Founder, Invest for Better
  • Ellen Remmer, Co-Founder, Invest for Better and Senior Partner, The Philanthropic Initiative
  • Kim Long, Co-founder, Giving Fund
  • Isis Krause, Senior Advisor, Philanthropy Together
  • Taij Kumarie Moteelall, Principal, Media Sutra

Activate Your Money | Session 2: Integrating Values Across Your Portfolio

Social Venture Circle and the American Sustainable Business Council present Integrating Values Across Your Portfolio, part of a 3-part webinar series led by Janine Firpo, our co-founder.

Many conversations about impact investing quickly turn to private debt, private equity, and other forms of private investing. While these are incredibly interesting asset classes, they often contain only a portion of our total portfolio leaving a majority of our capital invested in cash, bonds, stocks, real estate and other assets. If we really want to be in integrity with our money and have it represent our values, it is important to consider investment opportunities in these asset classes as well.

Happily, there are a growing number of investment opportunities and choices across the public markets. This workshop will highlight some of the newest opportunities. It will also provide a look at a range of tools that can be used to identify values-aligned companies and funds.

Trainers:

  • Janine Firpo, Author, Activate Your Money and Co-Founder, Invest for Better
  • Akasha Absher, Principal and President, Syntrinsic
  • Luke Wilcox, Founder, Ethos

Zebras Unite: Invest for Better: Putting Your Money to Work for You and the World

In this workshop, Janine explains how you can take action to move all of your assets in alignment with your values – even if all you have to invest is the money in your savings and checking accounts.

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Activate Your Money: A Webinar Series to Move You From Knowledge to Action- Session 1

Social Venture Circle and the American Sustainable Business Council are pleased to present a 3-part webinar series led by Janine Firpo, co-founder of Invest for Better and author of “Activate Your Money: Invest to Grow Your Wealth and Build a Better World.” This series will take you on an impact journey across your entire portfolio, and leave you with tangible actions you can take to put your money to work for you and for the world.

Session 1: Prerequisites for 100% Portfolio Alignment

Any kind of investing starts with an understanding of the purpose of money in our lives. What does it do for us? For others? And how can we maximize our return across several vectors?

The first session in the series on values-aligned investing will start with a brief discussion of these concepts. It will explain what values-aligned investing is, how it works across all asset classes, and will introduce you to a simple framework that you can use to identify the values you want to drive your investment decisions.

Then this interactive workshop will move into a discussion of asset allocation, using real world examples to show the varying choices investors are making to achieve both financial and social return. We will the initial sessions by introducing participants to an Investment Policy Statement. The IPS is an excellent way to articulate your investment goals and objectives. You can use the IPS alone or in partnership with family members, financial advisors, and other professionals to simplify the investment process and bring clarity to your financial decisions. During the workshop, participants will have the opportunity to start filling out their own IPS.

Activate Your Money: A Webinar Series to Move You From Knowledge to Action- Session 1 from ASBN on Vimeo.