Webinar

Fiduciary Training and Investment 101 Webinar

When: 
Wednesday, August 31, 2016 -
10:30am to 12:00pm EDT
Where: 
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Endowments and foundations strive to meet their mission towards the betterment of others. To do so, an important component is the management and investment of charitable assets. Board and Investment Committee members have an essential responsibility of faithfully administering the organization’s assets. Care, skill, and prudence define your role as fiduciaries.  Join us for a Fiduciary Training and Investment 101 Webinar that is designed to provide education regarding your key responsibilities as a fiduciary, including: setting an appropriate and diversified asset allocation, developing a sound spending policy, and crafting a prudent investment policy statement. Properly understanding each responsibility, through fiduciary training, is paramount both to your role as a fiduciary and to the continued, long-term success of your organization.

Speakers

Joe Bill Wiley, Principal – Business Development
Mr. Wiley is a co-founding Principal of Capital Cities, L.L.C., of Indianapolis, Indiana.  Before joining Capital Cities in 1991, Mr. Wiley spent eight years in and out of Washington, DC, working for several prominent members of the United States Senate.  He maintains many of these relationships today.  In 1996, he served as National Finance Director of the Richard G. Lugar for President Campaign.  Additionally, Mr. Wiley is a founding member and past Chairman of the Board of the Indiana Chapter of ALS, Inc. (“Lou Gehrig’s Disease”).  Mr. Wiley was appointed in 2012 by former Governor Mitch Daniels to serve as Commissioner to the White River State Park Commission.  Mr. Wiley is responsible for marketing Capital Cities’ services and for coordinating the primary servicing and educational training to Capital Cities’ clients.  He is a member of Capital Cities’ Investment Committee and of the Investment Management Consultants Association. B.A., Criminology, Indiana University. 
 

Amanda Black, CAIA- Director, Client Strategy
Ms. Black is a Director at Capital Cities, L.L.C. of Indianapolis, Indiana. Her primary responsibility is to oversee the formulation of customized investments strategies for the firm’s clients, matching each client’s unique objectives with forward-looking portfolio construction. Ms. Black takes pride in the collaborative and educational aspects of the consulting role, always striving to help clients navigate the opportunities and risks they face in their fiduciary roles. As a member of Capital Cities’ Investment Committee, Ms. Black contributes to all areas of the Capital Cities’ client-centered experience, from strategic planning to investment manager due diligence to ongoing monitoring. Ms. Black’s investment career began at 40|86 Advisors, where she was a Senior Portfolio Analyst. Additionally, she honed her skills communicating the complexities of investing to a wide audience in her role as the Education and Marketing Communication Manager at the Indiana Public Retirement System (INPRS).  Ms. Black is a gubernatorial appointee and Chairperson of the School Board for the Indiana School for the Blind and Visually Impaired.  She has been selected as a member of the 2015-2016 Richard Lugar Excellence in Public Service Leadership Series and is a member of the 2016 American Enterprise Institute (AEI) Leadership Network in Washington, D.C.  Ms. Black is a ten-year veteran of the firm. She holds the Chartered Alternative Investment Analyst (CAIA) designation and has completed Level I of the Chartered Financial Analyst (CFA) designation. Ms. Black has a B.A. in Communications from Hanover College and a M.B.A. from Anderson University.

Audience
This webinar is designed for foundation CEOs/Executive Directors, finance/investment staff, board members, and finance and investment committee members.

Cost
Free for Indiana Philanthropy Alliance/GIFT Members; however, you must pre-register to participate.  To register for this webinar, click here.

Registration deadline is Friday, August 26, 2016 at 5:00 pm.  Questions? Contact Belinda Scholl at bscholl@inphilanthropy.org or 317-630-5200, x129.

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