Impact Investing for Everyone: A New Framework for Positive Change

Do you ever wonder how, as just one person, you can create impactful change? The truth is, your potential goes far beyond traditional charity—your investments can be a powerful force for good! Whether you’re new to investing or looking to transform your portfolio into a vehicle for positive impact, it’s crucial to find your ‘why’ and understand how to identify opportunities that align with that purpose.

The Nasdaq Center is excited to be joined by Marcia Dawood, Advisor on the Small Business Capital Formation Committee at the U.S. Securities and Exchanges Commission and Author of Do Good While Doing Well: Invest for Change, Reap Financial Rewards, and Increase Your Happiness, for a deep dive on how to unleash your impact potential through startup investing, including equity crowdfunding. This session will empower you to align your investments with your values to make a meaningful difference while earning financial rewards. Discover how recent changes in SEC regulations make investing in startups accessible to almost anyone, and learn how even the smallest investments can create massive change!

Key Takeaways:

• Find Your ‘Why’: assess your involvement in creating change, understand your relationship with money, and develop your ‘Halo Strategy’ to align your skills with an action plan for your desired impact.
• Understand How to Find and Evaluate Deals: learn where to discover startup opportunities, how to conduct an initial screening, and how to effectively evaluate potential investments including pitch deck critique and follow-up
• Get Started: discover practical steps to begin investing in startups for positive impact regardless of limited money and/or time, and understand best practices like fund diversification.