In this seminar, Part II of our miniseries Beyond Socially Responsible Investing, Catherine and Harry dive into the specifics of repositioning your assets from a conventional portfolio to a financially intimate portfolio that is truly transformative. They walk you through two example portfolios – before and after – to illustrate the key tools and guidelines you can use to shift and grow your own wealth into a financially intimate world.

Solari Portfolio Strategy is a powerful framework designed to help us see the magical opportunities in the flow of activities in our day-to-day lives – in whom we love, what we know and where we live – and to create real wealth by investing wisely through this everyday flow. As more and more people shift to Financial Intimacy, the opportunities and transformative impact grow exponentially.

How knowledge behaves as an economic resource,
we do not yet fully understand . . .  We need an economic 
theory that puts knowledge into the center of the
wealth-producing process.
– Peter F. Drucker

1. Introduction
   – Harry Blazer
   – Catherine Austin Fitts
   – Definitions: Financial Intimacy, Solari Portfolio Strategy, Popsicle Index (01:10)
   
   
2. We'll look at Portfolio A and Portfolio B -- before and after Solari Portfolio Strategy (06:40)
   
   
3. Portfolio A -- Before Solari Portfolio Strategy
1. Financial profile of our hypothetical family
2. homebase
3. Portfolio Details
4. What are we financing?
5. We're not diversified!


4. Portfolio B -- After Solari Portfolio Strategy
1. A financially intimate portfolio organized around the Popsicle Index
2. Your homebase -- see Eight Criteria for Locating Your homebase
3. Revised financial profile of our hypothetical family (20:30)
4. New Framework -- the Four Quadrants (liquid, nonliquid, local and global) plus Financial Intimacy organized around your Home Base
5. Portfolio Details
   Items referenced: Where Would Jesus Bank (and Other Good Folks, Too) and Investing in Precious Metals; listing The Tapeworm Banking 20


5. Before and After Analysis
1. See Chart Comparing Portfolios A & B
2. Note: It's better to have lower liquid assets and no debt, rather than higher liquid assets with debt


6. What if I have less or more than $1mm?
1. What if I have less than $1mm?
2. What if I have more than $1mm?


7. Building alignment through financial intimacy
1. Between men and women
2. Between generations
3. Between people who went to cities and people who stayed on the land
4. Between the investment community and activists
5. Finding a balance between centralizing and decentralizing
6. It's about optimizing and building a learning culture that evolves endlessly


8. Summary: How Solari Portfolio Strategy makes the Popsicle Index go up
   


9. Closing remarks
1. Solari Portfolio Strategy is about building financial intimacy to optimize the Five Legs of the Solari Model:
1. Strong currencies rather than fiat currencies
2. Transparency of shared money and privacy of individual money
3. Equity based instead of debt based
4. Emphasizes decentralization rather than centralization
5. Individual responsibility for the Popsicle Index rising to 100%
2. Understanding what creates value and what destroys value in the greater whole is your navigation tool to find opportunities for building wealth. And by optimizing what's best for yourself you're optimizing what's best for the whole.


10. Invocation by Elianne

	To grow a financially intimate world it helps to have good maps! Shown here: a rendition of "A depiction of the Copernican system" by Andreas Cellarius (c.1596-1665)

Please begin with Part I of this Miniseries: Is SRI Hazardous to Our Wealth?

Courseware: During the seminar Catherine refers extensively to the following materials and recommends that you please have these on hand as you listen:

• Solari Portfolio Strategy -- Before & After
  Portfolio A: Typical $1mm Portfolio -- Before Solari Portfolio Strategy
  Portfolio B: Financially Intimate $1mm Portfolio -- After Solari Portfolio Strategy
  Portfolios A & B Compared
• Our Criteria for Choosing a Homebase

Other Recommended Reading:

1. Questions to Inform Investment Strategy, by Catherine Austin Fitts
2. Criteria for Selecting an Investment Advisor, by Catherine Austin Fitts
3. The Tapeworm Banking 20: the short list from Catherine Austin Fitts
4. Portfolio Strategies for Building Beautiful Lifeboats, lecture slides by Catherine Austin Fitts
   (if you do not have PowerPoint click here for pdf version minus the animation)
5. Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money–That the Poor and Middle Class Do Not!: book by Robert T. Kiyosaki and Sharon L. Lechter, TechPress, Inc. (1998)
6. The Living Company: book by Arie De Geus, Harvard Business School Press (1997)
7. The World Almanac and Book of Facts 2006, useful web site

Note: Please buy books from your local independent bookstore or directly from the author's web site, or find it in your local library.

More Background: Catherine also strongly recommends her introductory audio seminar Navigate the Falling Dollar for important background context, as well as her audio seminar Building Real Wealth. Please also familiarize yourself with the Wikipedia: Scenario Planning page and Catherine's backgrounder on Solari Investment Analytics (Part VI in the article Solari & the Rise of the Rule of Law). See also Additional Links below for further background and annotated resources.

Solari The Complete Collection: Audio Seminars

• Navigate the Falling Dollar
• Building Real Wealth
• Where Would Jesus Bank (and other good folks too)?
  
  
1. The Investors Collection
• Navigate the Housing Bubble Parts I & II
• Investing in Precious Metals Miniseries I-III<\a>
  

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More on Catherine & the Solari Team

• Learn more about Catherine and Solari at solari.com.