Portfolia Webinars & Events

RSVP BELOW TO SECURE YOUR SPOT TO OUR UPCOMING WEBINARS:

Date: January 23rd, 2025 at 12:00 PM PST

Overview:
Portfolia’s first direct investment opportunity of 2025 is a women’s health company. BoneHealth Technologies is revolutionizing bone health with Osteoboost, the first and only FDA-cleared non-pharmacological prescription treatment for low bone density, with over $2M already committed in a $3M SAFE Series, investor confidence and momentum are undeniable.

Event Overview:

• Direct investment overview by Trish Costello

• Confidential company overview from the Bone Health Team: Laura Yecies, CEO, Mike Jaasma, Chief Scientific Officer, and Pam Peeke, Chief Medical Officer

• Pitch Session: Engage with the Portfolia and Bone Health leadership team to learn more about the company and the Direct Investment opportunity

Rising America III Launch Event

Date: January 23rd, 2025

Overview:
Be part of the celebration as we officially launch Portfolia’s Rising America III Fund. Discover how this fund is driving returns by investing in U.S. Emerging Markets—high-growth opportunities shaped by shifting demographics and market dynamics.

Event Overview:

• Keynote by Trish Costello: Portfolia Founder & CEO on the legacy of Rising America Funds.

• Insights from Juliana Garaizar: Lead Partner of Rising America III on fund strategy and market opportunities.

• Exclusive Portfolio Overview: A look at the high-potential companies shaping the future.

• Q&A Session: Engage with the leadership team to learn more about the fund and how you can invest.

How to Use Your IRA to Invest

Unlock the potential of your retirement savings. In this educational session, we’ll guide you through the process of using your IRA (Individual Retirement Account) to invest in venture capital funds like Portfolia. Whether you're new to IRA investing or looking to optimize your current setup, this session will provide practical insights and actionable steps to make your retirement dollars work smarter.

What You'll Learn:

• How to invest your IRA funds into venture capital opportunities

• Tax advantages and compliance considerations

• Steps to set up and optimize your IRA for investing

How to Use a DAF or Charitable Dollars to Invest

Date: February 12th, 2025

Overview:
Did you know you can use your Donor-Advised Fund (DAF) or charitable dollars to invest in venture capital? Join us for an informative session exploring how to align your philanthropic goals with strategic investments in innovative companies through Portfolia. Learn how to make a meaningful impact while also growing your financial portfolio.

What You'll Learn:

• How DAFs can be used for venture capital investments

• Benefits of charitable investments in growth-stage companies

• Key steps to set up and manage your DAF for investing

 Reading Your Performance Reports & K-1s

Overview:
Understanding your investment performance is key to making informed financial decisions. This session is designed to walk members through their new performance reports and K-1 tax documents, ensuring clarity and confidence when it comes to managing and interpreting your financial documents.

What You'll Learn:

• How to navigate and understand your performance reports

• Key insights from your K-1 tax forms

• Practical steps for efficient tax planning and reporting

Portfolia Annual Video Meeting

Overview:
Join us for Portfolia’s Annual Video Meeting, where we’ll reflect on the past year’s successes, highlight key milestones, and share our vision for the year ahead. This annual gathering is an opportunity for our community to connect, hear directly from leadership, and get an exclusive look at what’s next for Portfolia and our funds.

What You'll Learn:

• Key performance highlights from the past year

• Updates on fund strategies and portfolio successes

• Exciting plans for 2025 and beyond