Crafting Private Foundation Investment Policies

Discover how private foundations navigate the investment challenge in this informative session. Hear thought leaders explain the essential strategies for crafting an impactful and efficient investment policy. Key topics include setting objectives, managing spending needs, optimizing asset allocation, rebalancing strategies, selecting managers, and structuring performance reporting. After the presentation, join the discussion to explore how these approaches are implemented by different foundations.

Date & Time: 
Tuesday, October 8, 2024 -
2:00pm to 3:15pm EDT
Room: 
Cameral
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