PROGRAM CURRICULUM
SESSION #1: SETTING THE STAGE
1. Overview of Impact Investing; Exploring Your Goals and Values
2. Jewish Values Integration: לידור ודור (L’Dor VaDor) – Legacy
SESSION #2: INVESTING 101
1. A Tutorial on Investing; Understanding Personal Portfolios
2. Jewish Values Integration: תקון עולם (Tikkun Olam) – Improving the World
SESSION #3: PUBLIC MARKETS AND TRANSPARENCY
1. Public Markets and Actionable Strategies (such as screening, positive investing, and shareholder activism)
2. Jewish Values Integration: ביטחון (Bitachon) – Trust
SESSION #4: CASH AND EQUIVALENTS; OBSTACLES TO ACTION
1. Cash and Cash Equivalents including CDFI’s
2. Jewish Values Integration: צדק (Tzedek) – Justice
SESSION #5: PRIVATE FUNDS + DIRECT INVESTING: RISK + ENGAGEMENT
1. Private equity/debt funds and angel investing; exploration of appetite for risk and personal engagement in investments
2. Jewish Values Integration: ענווה (Anavah) – Humility
SESSION #6: REAL ASSETS, IMPACT MEASUREMENT
1. Real Assets (such as agriculture, timber, real estate, infrastructure, etc.) and the impacts to track and measure
2. Jewish Values Integration: חינוך (Chinuch) – Education
SESSION #7: DEVELOPING A PLAN
1. Holistic Financial Planning and Steps to Action
2. Jewish Values Integration: שלום/שלמות (Shalom/Shleimut) – Peace/Wholeness