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Investing for Foundations: 201

When: 
Thursday, September 26, 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: 201

Even with a professional investment advisor, foundations have a fiduciary duty to understand their portfolio and set the parameters of the investment approach. This program is for those seeking a deeper understanding of how to construct and evaluate a portfolio. It will cover how foundations should set goals for their portfolio, analysis of the 5% spending rule (and strategic use of tax carryforwards), how to calculate liquidity needs, understand performance calculations and reporting, and due diligence questions to ask. The program will include a review of data from surveys of nonprofits showing a range of portfolios and discuss the scenarios that make each appropriate.

Participants will come away with an understanding of alternative investments like hedge funds and private equity and tax complications for nonprofits, be able to determine an appropriate spending policy and complementary asset allocation and, learn best practices for monitoring portfolio exposures, risks, liquidity, and fees.

Date:
Thursday, September 26, 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!