April 19, 2018
8:30 am - 10:30 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 policy. Guidance will be provided with 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, LLC.
We hope you can join us for this informative workshop!

The Farmington Country Club

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135 South Road
Farmington, CT 06032


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Greenville, RI 02828


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