Investment Essentials Module 5: Market Outlook: Managing Your Assets During COVID-19

If you are new to foundation investing, find out what you need to know beyond the numbers to make sense of and guide your foundation’s investments. In this five-part virtual seminar, we’ll cover the basics: investment policy statements, implementing your strategy (and whether to hire someone to help), building portfolios, mission investing, and an up-to-date assessment of current market conditions.

In this module, you will:

  • Apply concepts and terms learned in earlier sessions to understand the current market environment
  • Differentiate the pandemic’s impact on operating vs. grant making.
  • Discuss the opportunities and limitations of steps taken to support operations and investments

Speaker

Daniel R. George, CFA®, CAIA
Managing Director, Endowments and Foundations Practice Leader
Ellwood Associates

Dan leads Ellwood’s endowments and foundations practice where he is responsible for improving Ellwood’s best thinking regarding investment matters, industry best practices, trends, and regulatory updates that impact endowments and foundations. Dan holds the CFA® designation and is a member of the CFA® Institute and the CFA® Society of Chicago.