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!
- 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
If registering for both Investing for Foundations 101 & Investing for Foundations 102, please see the reduced cost below:
One fee of $25 will be added for those seeking continuing education for one or both programs.
Registration includes continental breakfast and lunch.
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
Program Level: Intermediate
Advance Preparation: None
Those seeking CPE will receive advance communication from Philanthropy Southwest and additional information prior to the program.
For questions, please contact Amy Askari.