Focus on what counts
Events

Roundtable Discussion: Developing the Right Process and Level of Risk for Your Not-For-Profit Organization's Investment Portfolio

Feb 2, 2017
Adam Reiss

When

Thursday, February 2, 2017  8:30 AM - 10:30 AM

Where

Citrin Cooperman
529 Fifth Avenue, 4th Floor
New York, NY  10017

Join us to learn more about investment and governance issues that could impact your organization's assets and its mission. 

Topics will include:
  • State of the investment climate for foundations and endowments
  • Spending outlook: vulnerabilities and implications
  • Guidelines for investment governance and investment policy statements
Featuring:
CPE:
Attendees will earn 1 CPE Credit!

Due to limited space, please reserve your spot no later than January 24th. 

If you have any questions regarding this event, please contact: 
Ann Marie Carmichael
781-817-1142
acarmichael@citrincooperman.com