9
TBLI Conference, Chicago January 23, 2015 Betsy M. Moszeter @BetsyM11 Investing for the Next Economy
| Date post: | 14-Jul-2015 |
| Category: |
Economy & Finance |
| Upload: | tbli-conference |
| View: | 84 times |
| Download: | 2 times |
TBLI Conference, Chicago
January 23, 2015Betsy M. Moszeter @BetsyM11
Investing for the
Next Economy
Investing for the Next
EconomyNext Economy™ Investment Thesis
2
3
Next Economy Portfolio Construction
Investing for the Next
Economy
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Portfolio Inputs
Fundamental InputsInnovation InputsClimate InputsEcology Inputs
Investing for the Next
EconomySector Investment Case Study
Agriculture Sector: portfolio constituent
5
Investing for the Next
EconomySector Investment Case Study
Agriculture Sector: rejected example
6
Investing for the Next
EconomyNext Economy Means All Sectors
Investing for the Next
Economy
Solar Subsector: SolarCity
8SolarCity: Increasing Access To Financing,” Simple Investment Ideas, Seeking Alpha, 2015.
Impact InvestingAcross Asset Classes
SolarCity Investment Instruments
9
Contact Information
Facebook TwitterLinkedIn Blog
