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SUMMARY:Grantmaker Finance Roundtable
DESCRIPTION:Let’s engage with three local investment experts to further understand challenges we face when managing our portfolios\, investing short-term cash and integrating Diversity\, Equity and Inclusion in our investment strategies. We will talk about re-assessing our portfolio construction using the outsourced chief investment officer (OCIO) model\, being more diligent about raising cash while still optimizing risk/returns\, and making a commitment to DEI and driving change through our investment management. \nJoin your finance grantmaker colleagues on Wednesday\, March 31\, for a panel discussion and audience questions.  \nOCIO for Foundations: \n\nEvolution of the industry\nDifferent forms of the model\nIs now the time to move to an OCIO model?\n\nShort-term cash management strategies: \n\nShort term cash strategies are increasingly interesting for foundations and their boards\nStrategies to manage this pool that optimizes the need to balance liquidity and risk/return metrics\nBase level of cash and when to raise cash for grant cycles\n\nHow Foundations Can Adopt DEI Strategies and Improve Outcomes \n\nHow proactive should your investment committee be in diversity\, equity and inclusion?\nMust you give up returns to advance DEI?\nLearn Three Key Steps to make your foundation proud of its DEI strategy\nInstitutional Investing Diversity Cooperative\n\n  \nPanelists:  \nRegina Cross\, Goldman Sachs & Co.  \nRegina is a Vice President with Goldman Sachs. As an Investment Advisor\, Regina leads a team that provides bespoke financial advisory solutions to an ultra-high net worth clientele\, with a focus on portfolio optimization. Her clients include Fortune 50 families\, global family offices\, C-Suite executives\, professional athletes\, and large nonprofit entities. Prior to joining Goldman in 2011\, she was the Brand CFO for the US Affiliate Neuroscience Business Unit of Eli Lilly and Company\, which had revenues over $4 billion\, and worked internationally leading finance and project teams in Shanghai\, Lima\, and Vienna. \n  \nBob DiMeo\, Chief Executive Officer\, DiMeo Schneider & Assoc.   \nAs CEO of a $200 billion investment advisory firm\, Bob’s responsibilities include guiding and leading firm strategy as well as working with select clients. Bob has authored and appeared in numerous articles and he teaches on the topics of good stewardship and fiduciary responsibility. \nBob authored and co-authored five books including Asset Management for Endowments & Foundations (McGraw Hill)\, and he created and co-hosts the Nonprofit Investment Stewards Podcast. \n  \nJamie Wesner\, Marquette Associates. Inc.  \nJames is a managing director and partner with Marquette Associates and serves on the firm’s board of directors.   Jamie has been with the company since 2007 and has 21 years of investment experience. He leads the endowments & foundations practice area at Marquette and is a member of the firm’s OCIO committee\, healthcare committee\, alternative investment manager search committee\, and sustainable investing group. \nHe also co-chairs the firm’s Diversity & Inclusion Committee.  Prior to joining Marquette\, Jamie worked in the debt capital markets division at Banc of America Securities. Prior to Banc of America\, he held positions with Nuveen Investments and PricewaterhouseCoopers. \n  \n 
URL:https://myforefront.org/event/grantmaker-finance-roundtable/
LOCATION:Zoom
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