Unlock The Power of
Equitable Investing
Doing good doesn’t mean making less money on your investments. In this exciting 4-part
workshop series, you’ll learn how to invest equitably, remain profitable, and leave a lasting
positive impact on your community.
Welcome to the Equitable Investing
Workshop Series
Workshop Overview
— $2,500 Per Person
This transformative workshop offers the opportunity for investment leaders to convene with 3 – 5 members of their team to define their own equitable investment strategies. The workshop series will consist of four sessions that will take place weekly, beginning May 7, 2024. We will cover the following topics:
May 7, 2024, 1-2:30 EST
Overview of Equitable Investing
May 14, 2024, 1-2:30 EST
Strengthening Governance and Culture
May 21, 2024, 1-2:30 EST
Redefining Risk
May 28, 2024, 1-2:30 EST
Building an Equitable Portfolio
Meet Your Guide to Change: Tynesia Boyea-Robinson
Tynesia (“Ty”) is the President & CEO of CapEQ and the author of “The Social Impact Advantage: Win Customers and Talent by Harnessing Your Business for Good.” Ty has worked with financial institutions, major corporations, foundations, and impact-focused organizations to create financial returns through social returns.
CapEQ is not just an impact advisory firm. It’s a powerhouse of visionary thinkers like you, committed to changing the investment landscape. We believe in the power of integrating social impact with financial gain. And with our Equitable Investing Workshop, led by the inspiring Ty, you’ll discover how to weave these threads into a powerful investment strategy that will catapult you as an expert in your field.
ENROLL NOW
Who Will Benefit: Empowering
Change-Makers in Investment and Leadership
Impact Investment Professionals:
Revolutionizing Portfolio Management
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The Challenge: You may be struggling to measure the impact of your investments due to a lack of data standardization and reporting, properly assess risk, and build a portfolio of suitable investments that meet your investment criteria.
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The Benefit: This workshop offers a beacon of clarity, guiding you through effective, proven strategies to diversify your portfolio, enhancing both societal impact and financial returns. Equip yourself with the tools to transform confusion into strategic mastery.
Corporate Treasury, M&A, and
Joint Venture Professionals:
Mastering Strategic
Financial Integration
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The Challenge: As a corporate finance leader, your mission is to steer your organization towards robust financial health while also aligning with evolving social responsibilities. You’re at the helm, managing capital, optimizing performance, and ensuring profitable distributions, all within a landscape that increasingly values social equity and inclusion.
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The Benefit: In this workshop, you will unlock the potential to harmonize financial performance with social responsibility. Learn innovative strategies that weave equity and inclusion seamlessly into your financial decision-making process.
ESG Corporate Executives:
Leading with Impact
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The Challenge: As an executive, you’re under immense pressure to drive change while maintaining organizational alignment and performance.
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The Benefit: Gain insights on how to effectively champion diversity and inclusion in investment strategies. Learn to navigate internal and external challenges, securing buy-in and commitment at all levels, turning pressure into progress.
Investment Professionals:
Implementing Your First
Equitable Investment
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The Challenge: You are interested in equitable investing for your organization but have never done it before or don’t know where to start.
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The Benefit: This workshop is your gateway to mastering the balance between mission and market. You’ll learn to craft investment strategies that not only support your organizational goals but also contribute to societal change, ensuring your investments have a lasting, positive impact.
