MITCNC Event
Sustainable and Tax-Efficient Investing Seminar
Dec 02 - San Francisco

Introduction to Sustainable and Tax-Efficient Investing Seminar with Q&A.

OBJECTIVE: Personalized steps you can take in 2019 to improve your ① long-term investment performance and ② impact + networking.

Improve your ability to manage your investments for:

① Net Performance, after fees & taxes

  • get tax-smart before year-end.

② Impact, as defined by the metrics that matter to you, for example:

  • climate change/carbon emissions
  • diversity/equality/inclusion
  • labor rights
  • education, etc.

The seminar-style format will cover:

  1. a) Tax Impacts: get tax-smart.
  • This is your #1 drag on building wealth
  1. b) Sustainable/impact/“ESG” or responsible investing primer:
  • Dispelling the myths
  • Reviewing your options and trade-offs of funds, green bonds, direct-indexing, etc
  1. c) Advice for alumni-entrepreneurs and angel/private equity/real estate investors
  • What your CPA or attorney may have left out

And will be followed by a breakout in each area for more specific Q&A and/or sharing of best practices + networking.

Submit your questions/comments so we can get them addressed before/during the breakouts:  je@alum.mit.edu

 

The event will be hosted at Hanson Bridgett, first law firm to become a certified B corporation: https://bcorporation.net

Please bring your photo ID for building security and be sure to sign-up early so we can you included on the guest list.

Event Closed

Date and Time

Monday, December 02, 2019
5:00 PM - 8:00 PM PT

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Agenda

Networking & Light Apps
05:00 PM - 06:00 PM
Seminar
06:00 PM - 07:30 PM
Networking
07:30 PM - 08:00 PM

Location

Hanson Bridgett
425 Market Street, 26th Floor
San Francisco, CA, 94105

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Primary Contact

Jason R. Escamilla

je@alum.mit.edu

Speakers

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