INVESTOR READINESS Workshop Curriculum Design

Presentations

• Investor Readiness Presentation
• Investor Readiness Presentation (audio)
• Sun Valley Forum 2016 On Resilience – Gripne (Min 18:27)

Video

• IFC Video PRIs (Draft).

Investor Readiness Workbook

• Example Diane Brinkmann Investor Readiness Workbook

Surveys

• Values
• Investment Beliefs

• Investment Advisor Portfolio Screening Service Survey
  Course Evaluation – To Be Developed

Investor Readiness Manuscript (Draft)

• Priming the Pump: Investor Readiness

Investor Readiness Collateral

• Investor Readiness Description
• Investor Readiness Sign Up Webpage
   

Investor Readiness Proposals

• 10-Step Process – Direct Investment – Kenneth King Foundation Partnership
• Impact Investor Readiness Proposal – George B Storer Foundation