Upcoming Events
LOCAL INVESTING - Join Dale Wannen of Sustainvest Asset Management
Date: Thursday, April 24th
Time: 6:00-8:00pm
Location: Share Space, 533 5th Street, 2nd Floor, Santa Rosa
Cost: Free (suggested donation of $5)
Host: The Sonoma New Economy Project
How to Change Corporations Through Shareholder Activism
Part of helping to build the new economy involves investing our money in places that have positive impact. That can mean buying stock in sustainable and socially responsible companies. But it can also mean investing in corporations that are NOT doing a good job for people or the planet – then using a simple tool, the shareholder resolution, to change those corporations from within. Think Dunkin Donuts should be using more recyclable materials in its packaging? Are you disturbed that Gap produces clothing in hazardous conditions like the kind that caused the tragic 2013 factory collapse in Bangladesh?
As holders of stock in a company, investors have the ability to play an active role shaping the decisions and policy directions that corporations take. By investing as little as $2,000 in a company, you are purchasing the right to make proposals that could potentially alter corporate rules and change the way business gets done – even at a place as large as Apple or Coca-Cola. Shareholder activism topics addressed here include corporate governance, climate change, political contributions, pesticide use, animal cruelty, gender/racial discrimination, pollution, problematic labor practices and a host of other issues. Sustainvest Asset Management is actively involved in filing shareholder resolutions that are helping individual investors make a greater impact on corporations – and this is your chance to learn how.
Dale Wannen has over 15 years experience in wealth management and financial services. Prior to Sustainvest, Dale was a portfolio manager at Harrington Investments where he specialized in environmental and socially responsible investment strategies, securities analysis and shareholder advocacy. Formerly a financial advisor with UBS Wealth Management Services in San Francisco, Dale holds an MBA in Sustainable Management from Presidio Graduate School in San Francisco. He is a volunteer with Mentor Me Petaluma, Rebuilding Together Petaluma, and the founder of Green Drinks Petaluma. He also sits as Board of Director and Treasurer of the San Francisco human rights organization Global Exchange; is a committee member for the National Resources Defense Council (NRDC) in San Francisco, and teaches Economics for the Oakland non-profit Game Theory Academy.
Sustainvest Asset Management, LLC is a registered investment advisor based in Petaluma which focuses on sustainable and responsible (SRI) investing helping clients align their values with their investment goals without sacrificing returns. As an independent practice, we are able to give clients an objective view without any conflict of interests.
Date: Thursday, April 24th
Time: 6:00-8:00pm
Location: Share Space, 533 5th Street, 2nd Floor, Santa Rosa
Cost: Free (suggested donation of $5)
Host: The Sonoma New Economy Project
How to Change Corporations Through Shareholder Activism
Part of helping to build the new economy involves investing our money in places that have positive impact. That can mean buying stock in sustainable and socially responsible companies. But it can also mean investing in corporations that are NOT doing a good job for people or the planet – then using a simple tool, the shareholder resolution, to change those corporations from within. Think Dunkin Donuts should be using more recyclable materials in its packaging? Are you disturbed that Gap produces clothing in hazardous conditions like the kind that caused the tragic 2013 factory collapse in Bangladesh?
As holders of stock in a company, investors have the ability to play an active role shaping the decisions and policy directions that corporations take. By investing as little as $2,000 in a company, you are purchasing the right to make proposals that could potentially alter corporate rules and change the way business gets done – even at a place as large as Apple or Coca-Cola. Shareholder activism topics addressed here include corporate governance, climate change, political contributions, pesticide use, animal cruelty, gender/racial discrimination, pollution, problematic labor practices and a host of other issues. Sustainvest Asset Management is actively involved in filing shareholder resolutions that are helping individual investors make a greater impact on corporations – and this is your chance to learn how.
Dale Wannen has over 15 years experience in wealth management and financial services. Prior to Sustainvest, Dale was a portfolio manager at Harrington Investments where he specialized in environmental and socially responsible investment strategies, securities analysis and shareholder advocacy. Formerly a financial advisor with UBS Wealth Management Services in San Francisco, Dale holds an MBA in Sustainable Management from Presidio Graduate School in San Francisco. He is a volunteer with Mentor Me Petaluma, Rebuilding Together Petaluma, and the founder of Green Drinks Petaluma. He also sits as Board of Director and Treasurer of the San Francisco human rights organization Global Exchange; is a committee member for the National Resources Defense Council (NRDC) in San Francisco, and teaches Economics for the Oakland non-profit Game Theory Academy.
Sustainvest Asset Management, LLC is a registered investment advisor based in Petaluma which focuses on sustainable and responsible (SRI) investing helping clients align their values with their investment goals without sacrificing returns. As an independent practice, we are able to give clients an objective view without any conflict of interests.
MAY 12-16, 2014 - Join us for a week full of events for and about small business
Monday, May 12
12-1:30 - Brown Bag Lunch - Free business consulting with SCORE
6-7:30pm - Movie night - So Right So Smart - making the business case for sustainability
Tuesday, May 13
12-1:30 - Brown Bag Lunch - Local Economy Presentation, Kelley Rajala
6-7:30pm - Learn about North Bay Made and the North Bay iHUB
Wednesday, May 14
12-1:30 - Brown Bag Lunch - The Sharing Economy, the new disruptive technology, Kelley Rajala
6-7:30pm - Zero Waste for Business, Sonoma County Zero Waste Coalition
Thursday, May 15
12-1:30 - Brown Bag Lunch - Cottage Kitchen & Food Production Information
6-7:30pm - Green Drinks / Social Enterprise Meet-Up
Friday, May 16
12-1:30 - Brown Bag Lunch - Business Building, How to attract your ideal client
6-7:30pm - Bay Bucks (B2B Trade Platform) Supply Chain Mapping Event
Monday, May 12
12-1:30 - Brown Bag Lunch - Free business consulting with SCORE
6-7:30pm - Movie night - So Right So Smart - making the business case for sustainability
Tuesday, May 13
12-1:30 - Brown Bag Lunch - Local Economy Presentation, Kelley Rajala
6-7:30pm - Learn about North Bay Made and the North Bay iHUB
Wednesday, May 14
12-1:30 - Brown Bag Lunch - The Sharing Economy, the new disruptive technology, Kelley Rajala
6-7:30pm - Zero Waste for Business, Sonoma County Zero Waste Coalition
Thursday, May 15
12-1:30 - Brown Bag Lunch - Cottage Kitchen & Food Production Information
6-7:30pm - Green Drinks / Social Enterprise Meet-Up
Friday, May 16
12-1:30 - Brown Bag Lunch - Business Building, How to attract your ideal client
6-7:30pm - Bay Bucks (B2B Trade Platform) Supply Chain Mapping Event
SOCIAL ENTERPRISE MEET-UP/GREEN DRINKS
Date: Thursday, May 15th
Time: 6:00-8:00 pm
Location: Share Space, 533 5th Street, 2nd Floor, Santa Rosa
Cost: Free (suggested donation of $5)
Come and meet your fellow visionary and social entrepreneurs through our building a better world through business mixer. Great networking, fabulous speakers and awesome snacks.
Meet Oren Wool, Executive Director of the Sustainable Enterprise Conference.
Oren is a consultant in the natural products industry for organizations implementing solutions that improve organizational communication and support brand messaging. Previously Oren directed the logistical operations for Indigenous Designs, overseeing a near doubling of the company. He worked with cooperatives in Peru, Ecuador, Guatemala and India to bring organic artisan crafted contemporary clothing to the fashion industry and deliver profits from a socially equitable supply chain.
Date: Thursday, May 15th
Time: 6:00-8:00 pm
Location: Share Space, 533 5th Street, 2nd Floor, Santa Rosa
Cost: Free (suggested donation of $5)
Come and meet your fellow visionary and social entrepreneurs through our building a better world through business mixer. Great networking, fabulous speakers and awesome snacks.
Meet Oren Wool, Executive Director of the Sustainable Enterprise Conference.
Oren is a consultant in the natural products industry for organizations implementing solutions that improve organizational communication and support brand messaging. Previously Oren directed the logistical operations for Indigenous Designs, overseeing a near doubling of the company. He worked with cooperatives in Peru, Ecuador, Guatemala and India to bring organic artisan crafted contemporary clothing to the fashion industry and deliver profits from a socially equitable supply chain.
PLANNING FOR YOUR LONGEVITY
12 month workshop series for developing your personal plan
3rd Tuesday of each month - next class Tuesday, May 20, 2014
Time: 6:00-7:30pm
Location: Share Space, 533 5th Street, Santa Rosa - 2nd Floor
Cost: Donations welcome
This monthly class series is hosted by The Collaborative on Positive Aging. Topics will include:
For more information, please call Mary 707-525-0143 or email: information@councilonaging.com
12 month workshop series for developing your personal plan
3rd Tuesday of each month - next class Tuesday, May 20, 2014
Time: 6:00-7:30pm
Location: Share Space, 533 5th Street, Santa Rosa - 2nd Floor
Cost: Donations welcome
This monthly class series is hosted by The Collaborative on Positive Aging. Topics will include:
- Relationships
- Balance & Self Care
- Finances
- Living Arrangements
- Meaning and Purpose
- Work and Volunteerism
- Much More!
For more information, please call Mary 707-525-0143 or email: information@councilonaging.com
