Wise Up with OpenWater

Find the Right Business Partner

The contents of this podcast should not be considered financial advice. 
 
When it comes to starting a business, sometimes it’s best to not go it alone. But how do you find the right business partner for the long haul? Values, ambition, and work style are just some of the factors you should consider when partnering with someone. Not to mention setting up a proper corporate structure to provide a foundation for a successful parnership. Spencer Sherman has spent decades as a financial advisor and has built his company, Abacus Wealth from a single person operation to a thriving 70 person company.
In this chat, Spencer will share his thoughts on:
Identifying the right partner for any venture
How to set yourselves up for success
How to weather challenges that arise
And much more!
Whether you’re actively looking for a partner or just beginning to come up with a business idea, this virtual event will help you get your business off the ground. 
About the Speaker
Spencer Sherman is the founding CEO of Abacus Wealth, an independent firm that manages over $3 billion in assets. He is the creator of the Dharma of Money and The Mindful Advisor programs, and the author of The Cure for Money Madness. His decades of financial AND meditation experience have enabled him to help people move from anxiety, impulsivity, and avoidance to clarity, wisdom, and engagement. He is dedicated to helping everyone cultivate an enough mindset and a more spacious relationship with money. He is a Certified Search Inside Yourself Mindfulness Teacher (sourced at Google) and a Mindfulness Based Stress Reduction teacher. He teaches for tech companies like Meta and at Spirit Rock Meditation Center. Spencer Sherman earned his MBA from The Wharton School. 

Get Your Wings! How to Start Angel Investing

The contents of this podcast should not be considered any kind of financial advice. 
 
So you’ve got some money, and some business smarts. Perhaps you’ve thought of becoming an angel investor, but you don’t know where to begin. OpenWater Co-Founder Paul Walborsky and Sandhill Markets Co-Founder Ali Moiz are two serial angel investors with a proven track record of finding, funding and help build startups from the ground up. Learn how to spot the right team and opportunity for investing so you can get your own set of angel wings.
Being an angel isn’t just about writing checks. It’s about identifying opportunity at an early stage. In this fireside chat, Paul and Ali will go over: 
What to look for in a founder
Equity splits
The ups and downs of investing
If you’re ready to get your angel wings, then you’ll definitely want to attend this event. 
About the Speakers
Paul Walborsky has significant experience leading and scaling media and technology startups. His most recent executive role was Co-Founder of AI.Reverie, which was acquired by Meta. Paul served as SVP at The New York Times, leading its global digital expansion. Paul was also the CEO of GigaOM for over seven years, growing revenue from $300k to $18 million. He was also Founder and COO of WorldStreet, a CRM company acquired by Thomson Reuters.
Ali Moiz is on a mission to democratize access to private markets through his company, SandHill Markets. Ali has extensive startup experience both as an investor and as Co-Founder of both Streamlabs (acquired by Logitech) and Peanut Labs Media (acquired by Dynata).

How to Give Back (Without Being a Billionaire)

You don’t have to be a billionaire to make a big positive impact in the world. Sara Lomelin is the founding CEO of Philanthropy Together and has trained hundreds of individuals to be more philanthropic in 12 countries. Her innovative thought leadership on Giving Circles has been featured in ForbesWomen, SSIR, Alliance Magazine, The Chronicle of Philanthropy, Inside Philanthropy, and Nonprofit Quarterly. Sari will show you how easy it is to start being philanthropic right now, and how it can improve your life and the lives around you.
You don’t need to be Warren Buffett to be a philanthropist. In this chat we’ll go over the concept of Giving Circles (and how to start one), collaborative funds and the power of networking. 
Do yourself, and the world at large, a favor and register for this philanthropic event today! 
About the Speaker
Sari Lomelin is the founding CEO of Philanthropy Together (PhT), a 5-year global initiative to grow and strengthen the global giving circle movement. She is also credited with starting the Latino Giving Circle Network (LGCN), which has become the largest network of Latinx Philanthropists in the United States. Sara has trained hundreds of individuals in 12 countries. Her innovative thought leadership on Giving Circles has been featured in ForbesWomen, SSIR, Alliance Magazine, The Chronicle of Philanthropy, Inside Philanthropy, and Nonprofit Quarterly.