Quorum Invests
Gender-Smart Investing Club
Community. Trust. Impact.
What is Quorum Invests?
Quorum Invests is a gender-smart investment club designed exclusively for Quorum Initiative members. This initiative empowers individuals to take their first—or next—steps in investing with a gender-lens approach across asset classes, ensuring their investments align with their values.
Our Goals:
- Empower members to see themselves as investors and have greater agency over their money
- Increase knowledge, confidence, and participation among women investors
- Align investment activities with the systemic changes we want to see in the world
How It Works
- Private, interactive community: A safe space to connect, share insights, and build confidence in investing across asset classes
- Action Pledge: Members commit to intentionally directing $10,000 within the first year in alignment with their financial goals and values. This may involve reallocating existing investments, such as retirement accounts or philanthropic contributions, or strategically investing new funds
- Expert Guidance: Access to Quorum’s network of experts, educational resources, and community-driven support
Why Join Quorum Invests?
- Align your money with your values
- Overcome investing roadblocks and build confidence
- Gain financial knowledge and grow your wealth
- Be part of an impactful community focused on systemic change
Program Content
- Women & Wealth: A Two-Part Guide to Confident Investing presented by Equities.com
January 22 & 29, 2025 - Welcome, Introductions & Setting Expectations
- Goal Setting for Actionable Impact
- Best Practices in Philanthropy
- Maximizing Retirement Accounts for Financial & Social Impact
- Public Markets & Strategic Stock Investments
- Private Markets – Angel Investing & Crowd Funding
- Private Markets – Venture Capital & Private Equity
- Donor-Advised Funds (DAFs): A Strategic Approach to Giving
- Innovative Finance – Beyond Traditional Investing
- Consuming with Intent – Evolving the Way You Purchase & Consume
- Reflection & Next Steps
Membership Details
Eligibility: Open to all Quorum Initiative members
Annual Membership:
- Quorum Membership – $300/year Includes access to speaker series, cohort discussions, and event discounts
- Quorum Invests – $300/year Includes exclusive access to learning exchanges, expert insights, and research on gender-smart investing. Price increases on February 15th to $400
How to Get Started
- Join or renew your Quorum Membership for $300/year
- Add the Quorum Invests for $300/year to unlock access to expert insights, research, and discussions on gender-smart investing. Price increases on February 15th to $400
Join Quorum Invests today and make an impact with your money.
FAQs
What is Gender-Lens & Gender-Smart Investing?
Gender-smart investing considers gender equity and inclusion in financial decision-making.
Two Key Approaches:
- Leading with Gender: Investments specifically addressing gender equality
- Integrating Gender: A gender-conscious investment process across asset classes and strategies
Six Focus Areas for Gender-Smart Investing:
- Ensuring gender equity, inclusion, and protections in the workplace
- Advancing women in leadership and decision-making roles
- Increasing women’s access to capital
- Supporting the design and distribution of products and services benefiting women and girls
- Addressing gender-based harassment, violence, and women’s health
- Increasing the knowledge, confidence, and participation of women investors
What is Values-Aligned Investing across Asset Classes?
Values-aligned investing ensures your financial decisions reflect your ethical and social priorities, whether through stocks, bonds, private equity, impact investing, or philanthropic giving.
| Capital Markets | Flexible Philanthropy | Philanthropy | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Market | Public | Private | |||||||||
| Asset Class | Debt | Equity | Debt | Equity | Debt | Equity | Grants | ||||
| Intermediary | Direct | Intermediary | Direct | Intermediary | Direct | Intermediary | Direct | ||||
| Investment Vehicle Examples | • ETFs • Mutual Funds | • Note, Structured Fund • Direct Loan | • Equity Fund • Direct Investment | • Note, Structured Fund • Direct Loan | • Equity Fund • Direct Investment | Grants | |||||
| Ease of Use | Easy | Easy | Medium | Difficult | Medium | Difficult | Difficult | Difficult | Difficult | Difficult | N/A |
| Ownership & Influence | Low | Low | Medium | Medium | High | High | Medium | Medium | High | High | High |
| Value to Investee | Growth Capital | Scale Capital | Strategic Capital | Growth Capital (bridge to capital markets) | Strategic Capital (proof of concept) | Highly Tailored Capital to a specific issue/challenge | |||||
Scroll horizontally to view the full table →
How will Quorum Invests support my investment journey?
Members receive personalized guidance to:
- Identify their values and align them with investment strategies
- Develop an investment thesis based on gender-smart principles
- Explore practical investment opportunities with expert insights
Members will be encouraged to share and exchange ideas as well as invest with other dynamic and like-minded women in the membership.
Why does gender-smart investing matter?
Women’s increasing wealth presents an unprecedented opportunity to influence capital markets and drive systemic change toward a more equitable world.
