October 25, 2018
8:30 am - 11:00 am
This is a great opportunity for nonprofit organizations with existing endowments and investment portfolios to learn more about current trends in managing portfolios.
From fiduciary governance and socially responsible investing to current thinking on asset allocation and spending policies, you’ll leave with the essential information to have deep discussions and make fully informed decisions with your finance investment committees and outside advisors.
This Endowment and Investment Portfolio Workshop will be presented by Benjamin Kille of Private Capital Group, LLC.
One Tower Center - New Haven, CT