- San Francisco
Presidio Graduate School is proud to offer a Master Class by R. Paul Herman. This Master Class is open to the public.
How can you build a better world with your portfolio? Join this master class to learn how you can achieve positive human, social and environmental impact while also seeking to meet your financial goals.
Across all types of investing, from cash to real estate to stocks and bonds, impact can be measured and applied to your investments. This course will provide participants with a tangible, real-world approach to re-allocating your investments towards more positive-impact opportunities, both locally and globally – including the categories of Health, Wealth, Earth, Equality and Trust.
Upon completion of this course, you will be able to understand your current investments in more depth – and learn how to ask a deeper set of questions of future investment choices. You will also learn about new ways to vote with your money – including approaching your adviser, broker, pension or 401(k) provider. After all, it’s YOUR money – so learn how it can reflect who you are.
Offered through the Presidio Center for Professional Development, or PresidioPRO, our Master Classes are interactive university-styled lectures by respected global field builders and thought leaders. They often include pre-readings and always incorporate practical application exercises using the methods and tools presented by these leaders. Participants who register for the Master Class will receive instructions on how to prepare for the session.
R. Paul Herman was trained in finance at the Wharton School of the University of Pennsylvania. His multi-sector experience includes consulting to top Fortune 500 firms at McKinsey & Company and CSC Index; creating and entrepreneuring the first online permission-based debit-card system for teens, kids, and parents; and financing entrepreneurs delivering human impact and profit while serving as an investment strategist for eBay founder Pierre Omidyar’s impact investing firm. Herman also advised business entrepreneurs on how to donate to—and invest in—social entrepreneurs, while at Ashoka.org.
Herman created the HIP (Human Impact + Profit) methodology as the foundation for a new way of investing producing both good and profit. In growing HIP Investor Inc. since its incorporation in 2006, Herman and his team have evaluated more than 500 companies, examining the relationship between shareholder returns and human impact. Herman pioneered “The HIP Scorecard,SM” for Fast Company magazine, rating and ranking companies in multiple industries.
Comprehensive analysis of the 100 largest U.S.-based companies by Herman and his team has led to the launch of the HIP 100 investment index and portfolio (for details, see www.HIPinvestor.com). HIP’s portfolios for clients—serving individual, family, foundation and institutional investors—seek to make bigger profits by building a better world. Herman is a sought-after speaker for conferences, a guest lecturer at universities, and often serves as a media source. He has been quoted in the Wall Street Journal,BusinessWeek, Forbes, and has appeared on CNN’s Crossfire.
Herman has also advised leading companies, including Walmart, NIKE, Cisco, and Charles Schwab on strategic sustainability, how to measure it and how it drives business value.Herman is an advisor and lifetime member of Net Impact, the association for business people and students seeking to use the power of business for good.
With collaborators, he also conducted an in-depth evaluation of the global energy industry for Fast Company. (Both can be found at http://www.fastcompany.com/investing.) Nobel Peace Prize winner Muhammad Yunus made note of HIP Investor’s innovative scorecard as a “new yardstick for business” in his recent book, Creating a World without Poverty: Social Business and the Future of Capitalism (Public Affairs, 2008).
Born in Chicago, Herman has traveled to 40 countries and has lived in Philadelphia, Washington D.C., New York City, Mexico City, Francisco, with his wife Gayle Keck, an award-winning travel and food writer and branding expert.
* R. Paul Herman is CEO and a registered representative of HIP Investor Inc., an investment adviser registered in California, Washington, and Illinois.
HUB San Francisco
925 Mission St.
San Francisco, CA 94103
For more information, contact Ryan Cabinte via email or at 415-655-8956.