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Riding it Out: Investment Strategies for Economic Uncertainty

Last Update: Thu, December 11, 2008
Description
It is more important than ever for foundations to equip themselves with the knowledge, tools, and strategies needed to make sound investment decisions. In this session, financial experts will share data on current and future trends in the financial markets and show participants how they can use this information to guide their decision making. This session will also provide an overview of socially responsible investing, mission-related investing, and other alternative investment strategies foundations can use to align their investments with their organization’s values, without sacrificing returns.
Session Detail
Time: Mon, May 04, 2009 10:15 am - 11:45 am
Presenter(s):

Andrea M. Dobson
Speaker
Chief Operating & Financial Officer
Winthrop Rockefeller Foundation

Arun Sardana, CIMA
Speaker
Senior Vice President - Investments, Institutional Consultant
UBS Financial Services, Inc.

Blaine F Aikin
Speaker
CEO
fi360

John Hoover
Speaker
Sr. Vice President and CFO
Andrea and Charles Bronfman Philanthropies, Inc.

Kristin R. Lindsey
Co-designer
Executive Vice President and Chief Operating Officer
Council on Foundations

Lawrence D. Moreland
Co-designer
Senior Vice President, Finance & Administration and Assistant Treasurer
William T. Grant Foundation

Sarah Stranahan
Committee Liaison

The Stranahan Foundation

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