Diversify Your Portfolio

Designed for senior professionals seeking potent investments.

Achieve outsized returns and positive impact with diverse, tech-enabled startups.

BOOK A SLOT

MODULE ONE

Introduction to Impact Investing

OUTCOME

Gain a foundational understanding of impact investing principles.

DESCRIPTION

Kickstart your journey by learning what impact investing is, the current trends, and why it's crucial for a diversified portfolio. Discover the fundamentals and set a robust base for your future investment decisions.

MODULE TWO

Identifying Tech Opportunities

OUTCOME

Develop the ability to spot high-potential tech startups.

DESCRIPTION

Dive into the tech landscape to understand what makes a tech startup a good candidate for impact investment. Harness analytical tools to assess tech-market viability and pinpoint lucrative opportunities.

MODULE THREE

Deep Dive into Diversification

OUTCOME

Learn strategic portfolio diversification techniques.

DESCRIPTION

Get hands-on with creating diversified investment portfolios that balance risks and maximize returns. This session empowers you to design a robust investment strategy that stands strong in various market conditions.

MODULE FOUR

Risk Assessment Strategies

OUTCOME

Master techniques to mitigate risks associated with startup investments.

DESCRIPTION

Build your confidence in making safer, more informed investment decisions by understanding the multifaceted risk factors. Learn how to safeguard your investments through practical, real-world scenario workshops.

MODULE FIVE

Ethical and Impact Considerations

OUTCOME

Be able to choose investments that align with personal and societal values.

DESCRIPTION

Focus on assessing and investing in startups that grow financially while contributing positively to society. Develop a keen eye for ethical investment opportunities that promise a brighter future for all.

MODULE SIX

Legal Landscape and Compliance

OUTCOME

Understand the legal considerations and compliance requirements in impact investing.

DESCRIPTION

Equip yourself with the knowledge to stay compliant and secure while investing in startups. Gain insights from legal experts and navigate the complex legal landscape with confidence.

MODULE SEVEN

Building and Leveraging Networks

OUTCOME

Form strategic connections with key players in the impact investment landscape.

DESCRIPTION

Learn effective networking techniques to connect with fellow investors, incubators, and innovators to enhance investment opportunities. Expand your network and forge valuable partnerships that support your investment goals.

MODULE EIGHT

Strategy Implementation and Ongoing Management

OUTCOME

Prepare a realistic and actionable investment plan.

DESCRIPTION

Put all the skills and knowledge together to draft an impact investment strategy that suits your long-term financial and impact goals. Apply your learned strategies to real investment opportunities and manage your ventures with expertise.

Modules

1 Self Discovery

This is the starting point, you embark on a journey of self-discovery. By identifying your ideas, values, interests, passions, and strengths, you’ll be able to start to map out a meaningful and fulfilling future beyond your current role and identity.

Duration: 3 hours

2 Purpose Discovery

The 'Purpose Discovery' module involves deep, perhaps lengthy, reflection exercises and visualisation techniques to help you discover and validate your new purpose beyond your work identity. You will leave this module feeling empowered and confident about your next phase of life.

Duration: 3 hours

3 Process Development

In this ‘foundation’ module, you’ll start to build a clear roadmap for your journey into the future. Through a clear understanding of goal-setting and action planning, you’ll gain the tools and techniques you need to navigate this significant transition. You may well find this quite different from any change you’ve managed before.

Duration: 3 hours

4

Support Development

This module will guide you in how to prepare yourself for the way forward. You’ll learn to ‘let go’ of the ‘past’ and the need for forgiveness and gratitude to facilitate this. We’ll discover who and what to avoid and how to identify ‘partners in believing’ who’ll support you in what may be a complex period of setting yourself free.

Duration: 3 hours

5 Managing Transition

Building on the previous module, you'll learn stress management techniques, how to deal with anxiety, and resilience-building strategies. You’ll learn to have faith and belief in yourself and transmit this to others. We’ll revisit the work you did in Modules 2 and 3 and fill out any additional detail or clarity. This module prepares you emotionally to manage the way forward seamlessly.

Duration: 3 hours

6 Harvesting Transition

In this module you’ll ‘launch’ your new ‘business’ of being YOU in ‘life-after-work’. You'll learn confidence-building exercises and ongoing action planning techniques to face any future fears and uncertainties. By paying attention to your intention without tension and with the support of your ‘team’ you can be confident your expectations will be met. This module ensures you step into your next phase ‘Powered Up’ with a sense of renewed significance and life force. Perhaps it’s time for a ‘starting party’!

Duration: 3 hours

Who is it for?

Senior-level professionals between ages 36 and 55.
Have a high net worth and are seeking investment opportunities.
Aim to achieve outsized returns and positive societal impacts.

Who is it not for?

Not in the age range of 36 to 55.
Not interested in diversifying your portfolio with tech-enabled startups.
Not seeking to integrate societal impact into your investment decisions.

About Mariah Lichtenstern

I'm Mariah Lichtenstern, a coach and Founding Partner at DiverseCity Ventures, standing at the crossroads of technology, entertainment, and venture capital. With degrees from UC Berkeley, USC, and UCLA, I use my knowledge to champion positive impacts through entrepreneurship and to create inclusive opportunities in tech financing. My dedication as an advisor and board member makes me a passionate advocate, helping connect and elevate underrepresented voices in the tech industry. By leveraging my experiences and recognitions, I strive to build bridges that foster collective progress and meaningful innovation.