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.
Seminar Learning Objectives
- Provide clear, accurate definitions of fundamental investment terms and concepts
- Introduce skills to understand financial markets
- Develop participants’ ability to manage and oversee foundation portfolios
- Module 1: Investment Policy Statements | Tuesday, 10/27
- Module 2: Implementing an Investment Strategy | Thursday, 10/29
- Module 3: Building Your Portfolio: Asset Allocation | Monday, 11/2
- Module 4: Mission Investing | Thursday, 11/5
- Module 5: Market Outlook: Managing Your Assets During COVID-19 | Tuesday, 11/10
Each module will be held from 2PM – 3PM ET
Brad Norton, CFA®
Director of Endowment Solutions
Brad has 19 years of institutional investment experience including reviewing and managing assets in conformity with unique client investment policy statements. He has over 20 years of board and investment committee experience on private foundations. Brad is a CFA® Charterholder and a CPA (inactive).
Clare G. Golla, CFP®
Managing Director Head of Endowment & Foundation Advisory
Bernstein Private Wealth Management
Clare partners with advisors nationally to provide comprehensive investment and related solutions for foundations, endowments, and other tax-exempt entities. She earned a BA magna cum laude from Harvard University, an MA from The University of Chicago, and she is currently pursuing a degree in surviving quarantine with two teenagers.
Sandip A. Bhagat, CFA®
Chief Investment Officer
Sandip is responsible for investment policies, strategies, and research across traditional and alternative asset classes. He has more than 30 years of portfolio management, research, and trading experience in equities, asset allocation, alternatives, derivatives,and multi-asset class investment solutions. Prior to joining Whittier Trust, Sandip held senior positions at Vanguard, Morgan Stanley Investment Management, Citigroup Asset Management, and Travelers Investment Management.
Managing Director and Head of Sustainable & Impact Investment Strategy for the Chief Investment Office (CIO)
Bank of America Private Bank
Jackie drives consideration of sustainability throughout the investment process for Bank of America Private Bank and Merrill, including thought leadership, strategy development, client experience and portfolio construction for individuals, institutions and foundations. Her career includes roles at Criterion Ventures, iBasis and the U.S. Congress. She is an Aspen First-Mover fellow and co-founded WORK IN PROGRESS, a social enterprise focused on career development for underprivileged youth. Jackie co-authored the 2016 book Gender Lens Investing: Uncovering Opportunities for Growth, Returns, and Impact.
Daniel R. George, CFA®, CAIA
Managing Director, Endowments and Foundations Practice Leader
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.
Registration and Other Policies
Prior to the program, you will receive your unique webinar access information. By registering for this program, participants are agreeing to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions.Register Today
Resources to complement this online learning:
- Getting It Done: The Who and How of Small Foundation Investing
- Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS)
- Mission Investing for Small Foundations
- Leveraging Your Assets With Loans and Other Program Related Investments (PRIs)
Put together, these resources offer a comprehensive overview of the challenges, and opportunities, that come with investing your foundation’s assets to advance your mission. Click here to download.
Every foundation’s goal is to have a thoughtful, disciplined investment process that is aligned with the foundation’s purpose and goals. This guide provides a high-level overview to quickly help you understand different aspects of foundation investment. Click here to download.