VBI Seminar
About the Series
Discover how your investments can reflect your values through our lunchtime seminar series on Values-Based Investing (VBI)— an approach that seeks to align your investments with what matters most to you.
Hosted by OneAscent, each session features a new speaker and a fresh perspective on topics shaping today’s investing landscape. Through engaging conversations and real-world insights, you’ll learn how to thoughtfully incorporate your values into your financial decisions. Whether you’re experienced in values-based investing or simply curious to learn more, this series is designed to meet you where you are.
Each seminar is open to all interested investors and financial advisors. Seats are limited, so RSVP here to secure your spot!
Upcoming Events
Intro to Values-Based Investing
February 3 | 11:30am-12:30pm (CST)
VBI: Faith-Based Private Equity - State of the Market and Portfolio Update
March 17 | 11:30am-12:30pm (CST)
VBI: International Investing Update - 'Whew!' So Much Happening
May 19 | 11:30am-12:30pm (CST)
Intro to Values-Based Investing
July 14 | 11:30am-12:30pm (CST)
Heath Morris, Senior Lead Advisor, OneAscent
VBI: Long-term Forecast US Equity Market - Pete's Top 3 Forecasts for 2027
September 29 | 11:30am-12:30pm (CST)
Peter Klingelhofer, CFA, Director of Research, Senior Portfolio Manager, OneAscent
Intro to Values-Based Investing
November 17 | 11:30am-12:30pm (CST)
Heath Morris, Senior Lead Advisor, OneAscent
Questions
If you have any questions, please reach out to info@oastg.oneascent.com.