The Conscientious Investor’s Guide to What We’re Grateful For

 As we gather around the table for Thanksgiving, it's a perfect time to reflect—not just on personal blessings—but on the broader systems that have enabled so much human progress. In this webinar, we’ll explore why a fair, transparent, and trustworthy financial system is essential not only for personal wealth-building, but for the continued advancement of society. We’ll talk about how modern investing is made possible by a foundation of trust—between people, institutions, regulators, and the broader public—and how that trust allows capital to flow, innovations to flourish, and lives to improve. But that system isn’t guaranteed. It depends on all of us resisting the temptations of unchecked greed, protecting transparency, and holding on to the core values of fairness and accountability. This session will blend reflection, insight, and appreciation for how far we’ve come—and a call to protect and participate in a system that serves everyone, not just the powerful few.

Key themes:

• Why trust is the invisible foundation of markets
  
  
• How fairness attracts more capital than manipulation ever could
  
  
• The role of regulators and rules in sustaining prosperity
  
  
• Gratitude for a system that (while imperfect) has lifted billions
  
  
• How we, as investors, can be stewards of continued progress
  
  

Perfect for: ✓ Thoughtful investors reflecting on their impact ✓ Clients skeptical of Wall Street but hopeful about the future ✓ Anyone seeking meaning in money beyond just returns ✓ Families talking about legacy and values this holiday