The Conference on Investing returns for a half-day dedicated market trends, the latest investment strategies and different approaches foundations can use to maximize not only returns, but also impact. Includes breakfast and lunch.
Cost: $250 members / $350 non-members
Session 1: Market Outlook & Forecast
More details about this session will be announced soon!
Speaker: David Winslow – Principal, RSM US (Charlotte, NC)
Session 2: Get Off Your Assets. Invest Locally.
What is Local Impact Investing and why are foundations increasingly embracing this tool to accomplish their goals? Experts from Locus Impact Investing will join us to discuss this emerging approach, as well as the challenges that are keeping some from adopting it. You will learn how two foundations have accelerated their use of local investing to address critical community issues and how they incorporated equity into their program design. You will also have the chance to discuss your exploration of local impact investing and get your questions answered.
Tess Martin – Director of Impact Investing & Treasury, Coastal Community Foundation (North Charleston, SC)
Gary Nelson – President, Healthcare Georgia Foundation (Atlanta, GA)
Lisa O’Mara – Vice President and Solutions Consultant, Locus Impact Investing (Richmond, VA)
Session 3: DEI & Investing: Growing Demand for Diverse Asset Managers
As foundations become more intentional about aligning their missions with their investments through ESG (environmental, social, governance) strategies, there is growing demand for alignment with DEI values. Join experts from FEG to learn how your foundation can determine its intentionality and begin making investments in the space.
Lily Ambrosius – Research Analyst, Responsive Investing Research, FEG Investment Advisors (Cincinnati, OH)
Christina Drake – Vice President, Advisor Analyst, FEG Investment Advisors (Cincinnati, OH)
Devinne Verst – Institutional Client Development, FEG Investment Advisors (Cincinnati, OH)
Session 4: Will the Past Be Prologue?
Over the last 10 years, a globally balanced portfolio consisting of 60/40 (stocks/bonds) has generated returns that easily exceeded most nonprofit's spending requirements. Looking ahead, investors are faced with low interest rates and higher equity valuations. How should investors be thinking about meeting their return requirements over the next ten years?
Tom Mitchell – Managing Director, Cambridge Associates (Washington, DC)
Christopher Philips, CFA – Principal, Vanguard Institutional Advisory Services (Exton, PA)
Moderator: Diron Scott – Manager, Nonprofit Solutions, Vanguard Institutional Investor Group (Scottsdale, AZ)