Meet legendary entrepreneur and investor Charly Kleissner. Early in his career, Charly worked with Steve Jobs before he and his wife founded the Felicitas Foundation to support social entrepreneurs and redefine the purpose of investing. A pioneer in impact investing, he has always argued that investors can create a 100% impact portfolio that rivals regular financial returns and helps contribute to humanity and the planet. In an exciting conversation with IVY members, Charly illuminated how we can all use our money to change the world and how social good and financial gain can go hand-in-hand.

Four crucial questions to ask yourself prior to making your next financial investments

Charly advises that you ask yourself four crucial questions prior to making your next financial investments: “What do you stand for? What are your values? What do you want to change? What do you care about?” By establishing this moral foundation, we equip ourselves with the knowledge needed to foster positive social change while simultaneously generating a financial return.

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