Capital Strategies for Local Social Impact

Date: Thursday August 21st, 2014 : 6:30-10pm… (Networking from 6:30-7:30, PROGRAM STARTS AT 7:30! More time for networking after)

Tickets: $10 (we will have complimentary snacks and beverages for the networking portion of the evening)

LOCATION: Satellite Work Space 3rd FLOOR 3110 Main St., Building C Santa Monica, CA 90405

Join the Living Economy Salon for a conversation between our own Greg Wendt and our good friend and regular salon attendee Seth Wilson. Greg has been to Europe and is up to mighty interesting developments in his career, and Seth has begun working at Cutting Edge Capital. We’ll give them the floor to have an interesting discussion around their work and visions for how social impact investing is capable of making positive change in our world!

BIOS

GREG WENDT, CFP

As a veteran wealth advisor, economist and Certified Financial Planner, Greg is considered a thought leader in his field of sustainable and responsible investing and green business. As founder of several non-profit community organizations, Greg is a recognized social entrepreneur where he applies a multidisciplinary systems design approach to financial innovation and community economic development. Since 1991 Greg has advised clients who want to align their wealth through investments that reflect their priorities and concerns for a better world. Greg built his expertise while working with major Wall Street firms such as Smith Barney, UBS Paine Webber and Prudential Securities. Currently Gregory is Senior Wealth Advisor and heads the west coast office for Stakeholders Capital. Stakeholders Capital is a boutique registered investment advisory firm dedicated to responsible investing. You can learn more about Stakeholders Capital here. Greg is also actively involved with applying financial innovation to create a better world based on the understanding that by creating a better financial ecosystem and marketplace which emphasizes beneficial uses of capital, money will move more effectively toward projects and priorities which need it most, and thus create a better life for future generations. As such, Greg is a member of the California Financial Opportunities Roundtable, a select group of experts convened by the Federal Reserve Bank of San Francisco and the USDA Economic Development to address the financial needs of communities in California. As a result of this association and his work with CALFOR, Greg is now the Capital Action Team Co-Chair for the California Economic Summit

 

SETH WILSON

Seth Wilson is Director of Clean Economy Development at Cutting Edge Capital. Seth assists startup companies with raising capital through Direct Public Offerings (DPOs) and provides business and market development consulting services to clean tech companies.  Seth has over 30 years of experience with energy utilities and energy commodity markets. He helped found an energy clearinghouse in 2005 that was acquired by NASDAQ OMX in 2010. As Chief Risk Officer, he managed a $2 billion portfolio of wholesale power contracts and related counterparty credit risks.  Seth is active in Slow Money Southern California and through the Grow Riverside initiative, is helping to develop more sustainable local food systems in the Inland Empire.  He is on the board of a licensing spin-out company that is introducing water filtration and algae bio-reactor technology developed in the Ukraine to the US.  He is helping his son, Trey, start No Penalty Box Vending Company, a disability-owned business offering healthier and local snack choices in vending machines located in schools and businesses in Orange County.  Seth holds an MS in Decision Sciences from the University of Memphis and is a registered Energy Risk Professional by the Global Association of Risk Professionals.

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