TBLI INVESTOR SALON™

“Investor meets Investment"

TBLI CONSULTING™ organizes invitation only, half-day meetings on regular intervals in various European cities that educate investors on the latest trends and future outlook in the field of sustainable investment. They present participants with a sample of new investment opportunities across various asset classes that have been identified by TBLI CONSULTING™ and pre-screened and analyzed by the existing risk and portfolio management structures of our partner investment bank. In particular, these events:

Educate investors on the latest trends and investment market conditions of particular asset classes in a group discussion format. Speakers with experience on the frontlines of clean technologies and sustainable investments offer an in-depth perspective on the advantages and risks of new or unfamiliar investment products to your clients.

Engage investors and perhaps your prospective clients in a dialogue about your sustainable investment products. Your clients also have the opportunity to meet at the Salon and discuss these investment opportunities with each other.

For our TBLI INVESTOR SALON™, we: 
• Develop a program content and arrange speakers;
• Identify and recruit investment funds and companies to present their opportunities;
• Do basic event marketing and develop related materials, which can be customized to your organization’s brand and investment policies;
• Facilitate event itself; and
• Follow-up with staff and interested investors to determine future topics and investment opportunity interests.

TBLI INVESTOR SALON™ provides asset managers with an opportunity to educate investors about risk considerations with alternative assets and non-regulated stocks. They also provide an opportunity for interested investors to consolidate interests into a group to pool risk and meet minimum investment criteria for funds and opportunities involving large minimum investment amounts. New events are developed on investor preferences and feedback. Future themes may be based on prominent SRI and clean technologies: water, food transportation, and new materials for example, but also green real estate and one specified to clean energy.

The TBLI INVESTOR SALON™ is free for all investors. Wealth managers and family officers are welcome in the presence of at least one of their clients.

Contact us to find out more or to schedule an Investor Salon at your organization.