Investing in Volatile Markets and Uncertain Times
Explore tactical versus strategic investment strategies you can incorporate at your organizations.
Foundation and endowment staff, committee/board members, and other fiduciaries who oversee investment portfolios are faced with many challenges as they manage donor expectations and navigate volatile markets and uncertain times. In this webinar, Will Thorpe of Mason Investment Advisory Services will discuss market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.
Will Thorpe leads the development of Mason’s institutional investment practice and has helped to raise more than $5 billion of Mason’s $8 billion in assets under management. He has spoken at multiple investment industry conferences and works with board, committee, and staff members of philanthropy and nonprofit organizations nationwide. Will received a Bachelor of Business Administration in Finance in 1993 and MBA with a concentration in Finance in 2002 from The University of Maryland.