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Investing for Foundations: 101

Tuesday, November 19, 2019 -
9:00am to 12:00pm CST
Houston, TX
The Briar Club
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To register, select the "Register Now" option above once and proceed to "Cart" at the top right-hand corner of the screen. To register for both Investing for Foundations 101 and Investing for Foundations 201 and to receive the bundled pricing, register via the link above and indicate both programs in the registration process.

Philanthropy Southwest is pleased to present this upcoming program for funders only:

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!

Learning Objectives:

  • Understand the fundamentals of stocks, bonds, and other instruments in capital markets
  • Learn the basics of asset allocation and portfolio construction
  • Learn how to identify and manage risks related to an investment portfolio

Catherine Lee Clarke, CFA
Hirtle, Callaghan & Co.

Members $99
Nonmembers $149
If registering for both Investing for Foundations 101 & Investing for Foundations 102, please see the reduced cost below:
Members $149
Nonmembers $199
One fee of $25 will be added for those seeking continuing education for one or both programs. 
Registration includes continental breakfast and lunch.

Continuing Education:
This program will offer 3.0 credit hours of Continuing Professional Education (CPE) for certified public accountants. 
Field of Study: Specialized Knowledge
Instructional Delivery Method: Group - Live
Prerequisites: None
Program Level: Intermediate
Advance Preparation: None
Those seeking CPE will receive advance communication from Philanthropy Southwest and additional information prior to the program.

Philanthropy Southwest is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors, National Registry of CPE Sponsor #108328. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 

For questions, please contact Amy Askari.