In this exclusive, virtual Townhall we discuss how individuals, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental change. Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Joel Solomon, TEDx Talks speaker and author of “The Clean Money Revolution”, as well as...
Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this, Copper Leaf Financial uses Dimensional funds in many client portfolios. Here is your chance to find out about one of our best kept secrets! Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes back investment...
Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your investments were helping to create a more sustainable future? Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomed investment expert Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners and...
With guest Kelly Baldoni, Head of Global Women’s Strategies at Impax Asset Management and the Pax Ellevate Global Women’s Leadership Fund. To view the recorded event please click here.
Guests: Sam & Sarah Adams, founders of Vert Asset Management As part of Copper Leaf Financial’s focus on sustainable investing and planning and sponsored by Vermont Businesses for Social Responsibility (VBSR), we are very excited to invite you to our next virtual townhall on the topic of ESG (Environmental, Social, & Governance) investing! Over the last...
Guest: Lacey Huebel, Head of Responsible Investment, North America and Senior Portfolio Manager and Vice President, Dimensional Fund Advisors As part of Copper Leaf Financial’s focus on sustainable investing and sponsored by Vermont Businesses for Social Responsibility (VBSR), we present the first in a three-part series presented by Copper Leaf Financial on the topic of...
As part of Copper Leaf Financial’s focus on sustainability we welcomed Janice St. Onge, President of the Flexible Capital Fund, winner of the 2022 VBSR Innovation & Inspiration Award. The Flexible Capital Fund, L3C (Flex Fund) is a Montpelier, Vermont based Community Development Financial Institution (CDFI) which provides creative, unique financing to Vermont's growth-stage companies...
Please note that this live event was not recorded. Join us on Wednesday, July 19th at 12pm for “Changing the Game: Aligning Your Investments with Your Value” as we welcome Joel Solomon, TEDx Talks speaker and author of “The Clean Money Revolution” to discuss how individuals, families and institutions can achieve market rates of return...