Date/Time
February 13, 2025
12:00 pm - 1:15 pm
(Eastern Standard Time)
Stewarding your nonprofit’s investment pool(s) carries great responsibility; no easy task given an uncertain economic climate and unpredictable capital markets.
Join investment professionals from Fiducient Advisors and Wealthspire Advisors as they cut through the clutter and provide actionable guidance regarding:
- Maintaining discipline during times of economic & market volatility.
- Anchoring board & staff around the perpetual nature of your nonprofit’s investment pool(s).
- Balancing the tactical with the strategic.
- Incorporating strategic planning and your nonprofit’s short and long-term needs into a holistic investment approach.
Guest Speakers:
Mike Chase
Partner, OCIO Practice Lead
Fiducient Advisors
Ben Kille, CFP®, CIMA®, AIF®
Managing Director
Wealthspire Advisors
Moderated by: Rollin Schuster
Managing Director, NFP
Founder & President, TANGO
Complimentary to all Nonprofit Organizations!
RSVP Today!
Location
Webinar
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