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Comprehensive Investment Policies for Associations
Aligning Goals, Diversification and Reporting With Your Mission
Recorded on May 19, 2015

Does your current investment program focus only on minimizing financial risks? Unless you’re also focused on growth, you might be costing your association hard-earned money and its future.

Developing the revenue streams to keep operations strong means synchronizing capital appreciation, income, volatility, diversification and liquidity directly with your association’s mission and specific goals. It also means translating your comprehensive approach into a written policy statement that helps communicate the effectiveness of your decision-making strategy to stakeholders and your Board.

Here’s how to build your own most comprehensive—and effective—investment policy.

PURCHASE    MEET YOUR TRAINERS       WHO SHOULD ATTEND     WHAT YOU'LL LEARN   

Does your current investment program focus only on minimizing financial risks? Unless you’re also focused on growth, you might be costing your association hard-earned money and its future.

Developing the revenue streams to keep operations strong means synchronizing capital appreciation, income, volatility, diversification and liquidity directly with your association’s mission and specific goals. It also means translating your comprehensive approach into a written policy statement that helps communicate the effectiveness of your decision-making strategy to stakeholders and your Board.

Here’s how to build your own most comprehensive—and effective—investment policy.

Register now for Comprehensive Policies for Associations: Aligning Goals, Diversification and Reporting With Your Mission.

In this 90-minute webinar, two leading investment experts will show you how to establish the right financial and investment goals for your association. Then, you’ll learn how to translate those goals into a comprehensive investment policy that factors in your own specific objectives for growth and spending (and tolerances for risk) while guiding asset allocation, ESG preferences, and many other considerations.

Creating a written Investment Policy Statement (IPS).  You’ll also benefit from practical guidance on how to translate your own goals-driven approach into an IPS. You’ll discover how this policy can guide asset diversification and help you show your stakeholders and Board that you are making effective decisions. Plus, you’ll have the chance to ask your own questions during the Q&A portion of the webinar.

Reserve your space now to use a comprehensive investment policy to guide financial decision-making, including:

  • How to set goals based on your own specific organizational needs
  • How to balance goals and restrictions (e.g., capital appreciation, income, volatility, liquidity and other factors)
  • The many definitions of risk and why a clear expression of your organization’s view of risk is essential in making decisions about portfolio allocations and the managers you select
  • The essential role of true asset diversification and how traditional asset allocation may fall short
  • From peer analysis to customized progress reports targeted at organization-specific goals, how a thoughtful approach to financial reporting can help with decision-making and improve stakeholder communications
  • How to use a full toolkit, including the role investments such as hedge funds and private equity investments can play in diversifying revenue streams and enhancing long-term results

Remember, navigating today’s complex investment landscape takes a comprehensive strategy. Don’t miss this chance to learn how to turn the right investment policy into healthy, steady revenue streams that help your association achieve its goals—and mission—for years to come.

Register now for Comprehensive Policies for Associations: Aligning Goals, Diversification and Reporting With Your Mission.

Meet Your Webinar Leaders
Allan D. House
Allan D. House is a Portfolio Manager at Brown Advisory, focused on serving endowment and foundation clients. Allan brings 20 years of investment experience to these important client relationships and has a clear understanding of the unique challenges faced by this segment of the market.  Prior to joining Brown Advisory, Allan spent over six years with Nuveen Investments as a Portfolio Manager and Global Research Analyst covering the technology sector.  He holds a Series 65 (Investment Adviser Representative) License. He is involved with the Investment Management Committee for the Friends School of Baltimore, is a Board Member of the Baltimore Tree Trust, and a Committee Member of the Journey Home Gala. Allan has a B.A. from Southern Methodist University, and an M.B.A from Duke University.

Thomas D.D. Graff, CFA
Tom Graff, CFA is a Partner of Brown Advisory and Head of Fixed Income. He primarily concentrates on the management and analysis of taxable bond portfolios, including macroeconomic analysis. He is the manager of the firm’s Strategic Bond Fund. Prior to joining Brown Advisory, Mr. Graff was a Managing Director at Cavanaugh Capital Management. In that role he served as a Portfolio Manager and was responsible for trading, analysis and management of taxable fixed income portfolios. Mr. Graff is the author of the Compound Interest series available on the Brown Advisory website. He is also a freelance writer for TheStreet.com, offering weekly insight into various fixed income and macroeconomic optics. Mr. Graff is a CFA charterholder and has been in the investment business since 1999. Mr. Graff has a B.A. from Loyola University.

Who Will Benefit
This webinar is of value to associations, nonprofits and membership groups; association consultants and management groups; and wealth management companies. Personnel who will benefit the most include:

  • Association/nonprofit executive directors
  • CFOs
  • Accounting and Finance staff
  • Association Board members
  • Association Investment Advisors
  • Investment Attorneys

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