Monthly Archives: September 2017

3×5 Partners’ Annual Meeting Brings to Life “Investing in What the World Needs”

Over the last two decades, I have had the opportunity to work for several large financial institutions in Boston and Portland. Along the way, I have attended more investment meetings than I could possibly count – on everything from corporate bond funds to complicated variable annuity income riders – and heard hundreds of investment managers wax eloquently about why their investment tool was better than the next firm’s offering. At this stage of my career, I do not expect to walk out of these meetings feeling inspired about some new investment strategy, let alone the future of our little planet. This week’s 3×5 Partners’ Annual Meeting did just that, and then some. Read more »