A portfolio with purpose
Your wealth is already shaping the world. Whether you have an explicit strategy or not, your capital is participating in the outcomes of the funds and companies it’s invested in. Is it contributing to the kind of change you want to see? How can you be more intentional? Where to start?
Join CSP faculty Falko Paetzold, Marietta Chatzinota, and IING alum David Broz for an honest, practical conversation about what it really takes to build a portfolio with purpose. We'll cover two of the most clarifying concepts in impact investing, additionality and the Investment Policy Statement, and hear directly from someone who used them to change how he invests.
Leave this conversation with a clearer picture of what your wealth can do in the world, what your actual impact as an investor looks like, and what it takes to start making those decisions by design rather than by default.
*This is a small, curated session open to wealth holders and members of wealth-holding families only.
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