Dear FGI Supporters, Because of you, we are concluding another successful year at FGI! Your support has been essential in serving nearly 2,000 high school students to date! We are proud to share that we have deepened relationships and formally aligned with high schools and school districts over the last year to facilitate the scale of the program further. We partnered with the Philadelphia Board of Education, Columbia University Double Discovery Center, Durham Public Schools, Inspire Charter Schools, The Tulane Center for Public Service, the New York Board of Education, Accelerated Learning Solutions, the San Antonio Independent School District, and many independent high schools to expand our program to serve more high school students across the country! Our network of college tutors is the backbone of our organization, allowing us to activate programs nationwide. Hundreds of dedicated volunteers provided tutoring and mentoring services to students. We are truly grateful for the support from so many individuals and partners. Your commitment is invaluable and enables us to move forward and achieve our goal of providing financial education to high school students nationwide. FGI in the newsFGI expands in Durham Public Schools! FGI was mentioned in this Providence College student spotlight! Check out a recently published book about addressing wealth inequality, using FGI as the main case study! FGI was mentioned in a story featuring George Washington High School’s Investment Club. FGI announces partnership with the San Antonio Independent School District and Accelerated Learning Solutions. FGI in the Classroom Tulane Offers College Credits for FGI Volunteering First Generation Investors, Tulane University’s Center for Public Service, and McMain High School partnered to bring FGI’s program to New Orleans High School students. The partnership allows Tulane students from the A.B. School of Business to receive course credit and satisfy Tulane’s public service requirement for graduation, all while serving FGI and local high school students. Tulane's initiative of offering course credit to our volunteers sets a precedent for other colleges and universities to replicate, ultimately expanding the pool of tutors available for high school students The inaugural learning cohort featured 18 McMain High School students. According to McMain High School’s Financial Literacy instructor, Mr. Harold Bailey, Tulane University students consistently engaged in the presentation of information, and students felt comfortable asking questions throughout the program. “This semester was very encouraging, to say the least. To begin, teaching a financial literacy course offers a lot of pressure; there are just so many financial hurdles that could hamper a person’s financial success that you could be stifled with inaction from not knowing which direction to take with students to help them avoid financial pitfalls. But I know that having a financial program that speaks to investing is by far one of the more important topics to address. Also, having a liaison for both the program and college student body was helpful, especially knowing I had the support of others as a classroom teacher.” Morehouse and Spelman Tutors lead FGI in Atlanta This year, we partnered with Accelerated Learning Solutions (ALS). This full-service school management company helps provide students with a non-traditional pathway to graduation and post-secondary success. Through this partnership, we had the pleasure of working with Skyview High School in Atlanta, Georgia with tutors from Morehouse and Spelman Colleges. Russell Cockerham, lead tutor of Morehouse College, and his team of tutors worked with Skyview students, going above and beyond to teach FGI’s program. Skyview students reported that they gained knowledge essential to beginning investing, and gained a short-term and long-term vision for managing their personal finances. Thank you to the students, teachers, and ALS’ leadership for working through First Generation Investors to provide students with this opportunity. The learning cohort of 20 submitted team-oriented Capstone projects which allowed students who struggle with literacy to invest without barriers. “Thank you to all the tutors from Morehouse, Spelman, and the First Generation Investors. The time we spent here and the knowledge we've gained have brightened our future so much more. With your help, we were able to enhance our investing skills and expand our knowledge about the financial industry. We have gained valuable insights into managing our current and future finances. We are committed to sharing our newfound knowledge with others seeking to learn. Thank you for all your hard work and support.” - Skyview Students Azariah, Andrea, Jerriona, Taylor, and Jenn’e Furthering the missionCareer Day at Brandywine Global This summer, Brandywine Global hosted a Career Day for FGI students at their office in Philadelphia. The event included interview preparation and workshops that helped students learn more about careers in investing. The Career Day was possible through the Brandywine Global team, including Stephen Rainey, Andrea Holland, John Nelson, and Patrick Kaser. Valley Forge Financial Services Practicum for FGI Students Four former FGI students completed the Valley Forge Financial Services Practicum this summer. Our students participated in an interactive Zoom discussion featuring experts from various financial services sectors. Through the Practicum, Valley Forge’s Mission is to provide a diverse group of students with equal opportunities to develop an understanding of financial services, establish a network with career mentors, and practice essential workplace skills -- all while building their resume. The FGI participants were among Valley Forge’s 2023 Class of 29 students representing 23 schools and Universities. Welcoming Paul Germain to our Board of DirectorsRecently, the board welcomed Paul Germain, President of Stone Ridge Asset Management. Prior to joining Stone Ridge, he served as Global Head of Prime Services at Credit Suisse and as a Partner and Head of the Client Franchise in Prime Brokerage at Goldman Sachs. He is a member of the Board of Directors for Safe Horizon, the country’s leading service provider for victims of violence and abuse, where he also chairs their Development Committee. Paul has a BSE from the Wharton School at the University of Pennsylvania and an MBA from Harvard Business School. Like most nonprofit boards, ours consists of talented people who care about our organization's mission and are willing to dedicate time to providing strategic guidance and oversight. We thank Paul for joining us in our efforts. Thank you for a great yearWithout your help, we wouldn't be where we are today. We are excited to see what the future has in store for us.
Thank you for being part of this journey and Happy New Year!
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