Fostering Collaboration through Mindful Investing.
Since the mid 90’s Patti Dolan of Dolan Wealth Management with Raymond James Ltd. has worked with clients in choosing investments that align with their values. Responsible investing is a method that screens companies on how they work within their communities, treat the environment and govern themselves. Patti has worked at an international level with the UN Global Compact, nationally with the Responsible Investment Association,and locally with the University of Calgary, Calgary Poverty Reduction Initiative and various other organizations.
Working within the Calgary social finance community Patti has formed many collaborative relationships. One being with Houston Peschl of Haskayne, University of Calgary and The Prasino Group. Patti has presented to Houston’s MBA sustainability classes on Responsible Investing. They have also worked on investment strategies that would affect the local economy; these strategies are often referred to as Impact Investing.
Breakfast will be provided and there will be variety of foods on the menu.
This event is limited to 55 guests. Register early to avoid disappointment!
You are encouraged to take the C-Train to 4th Street station.
Doors open at 7:30 am
Breakfast and networking until 8:00 am
Presentations until 8:50 am
Q&A and general announcements until 9:00 am
Payment is required at the time of your RSVP and is $7 per person. There will be a limited number of spaces at the door for those wishing to pay by Calgary Dollars. (Please reserve one of these spaces by posting a comment.)
Proudly organized by REAP Business Association and The City of Calgary's Office of Sustainability. Bullfrogpowered with 100% green electricity.