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Investing for Foundations: 101

When: 
Wednesday, September 25, 2019 -
9:00am to 12:00pm CDT
Where: 
Dallas, TX
Texas Scottish Rite Hospital for Children
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Philanthropy Southwest is pleased to present this upcoming program:

Investing for Foundations: 101

The confusing language of Wall Street can make it challenging for both investment and non-investment professionals, foundation staff and trustees to make strong decisions about the foundation’s portfolio or even their own retirement plans. This program will pull back the curtain with an interactive primer on the different types of investments and why they perform the way they do. If terms like equity, ETF, capital call, or fixed income make your head spin, join us. No question is too basic!

Participants will come away with an understanding of the fundamentals of stocks, bonds, and other instruments in capital markets, learn the basics of asset allocation and portfolio construction and, learn how to identify and manage risks related to an investment portfolio. 

Date:
Wednesday, September 25, 2019
9:00 am - 12 noon Central Time

Location:
Texas Scottish Rite Hospital for Children
Dallas, TX 

Presenter:
Catherine Lee Clarke, CFA
Hirtle, Callaghan & Co.

Check back soon for more details!