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Lectures and Briefings for Community Groups

As a B Corp, the community is a stakeholder in our business.  We fulfil our obligations by volunteering and donating to a number of organisations (more information can be found by clicking here).

Part of our commitment to our local community is to provide education on ethical investing where requested.  Carey has recently presented to the Waikato Farmers Investment Network and U3A Cambridge on ethical investing.

More information on the U3A Cambridge presentation can be found by clicking here.

Education within industry

We enjoy sharing our knowledge with the ethical investing industry and participate in panels at conferences and assist with online seminars.

We are also working with Good Returns and Investment News to educate the wider advisory industry about ethical investing, and are also reaching out proactively to other advisers in the industry to share our knowledge (and also learn) where appropriate.

Some of the things that Carey has done (with links where available)

Mindful Money Greenwashing seminar

RIAA Conference Panel on building portfolios 2022

B Corp panel March 2023

Harbour Responsible Investing Panel (To be held 10th May 2023) 


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