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Angel in the Crowd

Published on Feb 16, 2016

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PRESENTATION OUTLINE

Angel in the Crowd

Goal tonight

Who are You?

Who am I?

Women & Investing

- Women out perform men in investing due to the fact they don't trade as often
92 % Women would like to learn more about financial planning
-53% of women are not confident enough to talk to a financial advisor
80 % women hold back from discussing finances
- 90% women are expected to be the sole financial decision maker for their household at some point given that women
- 27% of women are in charge of investment decisions(44%)
-Female investors signed into their accounts 45% less frequently and changed their asset allocation 20% less frequently than male investors did.

Impact Investing

Talk about
-Crop X
- Argo ( Rewalk)
-Sight Diagnositcs

impact investments are intended to deliver both financial returns and social and environmental benefits,
--It’s charitable to donate; but it’s transformative to invest in the future you want for our children’s children.
-we are to have any hope of solving the increasingly dynamic, complex, and messy challenges of our time, we need more investors to take this dual approach to investing.
-Mind you, you should never sacrifice profit for purpose. However we can add the criteria of impact into our personal investment consideration.

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Angel Investor

one path ... become an
Photo by kwc

Dangers

of Startup Investing
Photo by monkeyc.net

Shop

for startup deals
Photo by Ktoine

Look like?

What does it

What's Next?

  • Talk to your wealth advisor
  • Learn how to evaluate startup investment opportunties
  • Learn how to make money in startup impact investing

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