WEBINAR: Web-Room: Investment Policy Statements for Nonprofits
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WEBINAR: Web-Room: Investment Policy Statements for Nonprofits

Mario began his investment career in 1999 with Vanguard mutual funds in Valley Forge, PA. Mario moved to Charleston in 2010 to serve as Chief Investment and Compliance Officer for Morris Financial Concepts, before joining the team at East Bay Financial Services. Mario is a past President of CFA Society of SC and is a member of the Financial Planning Assoc.

When: Wednesday, April 20, 2016
11:00 AM
Where: United States
Contact: Debbie Nelson

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Well-run investment programs are built on the foundation of a thoughtful investment policy. Without a clear sense of the goals, expectations, constraints, and guidelines, finance & investment committees will be prone to pursue ineffective approaches leading to unsatisfactory results. This discussion will help organizations adopt and follow sound principles and policies with a better likelihood of success. 
What You Will Learn:
-Core components of investment policy statements
-A framework for establishing decision and evaluation criteria on an ongoing basis.
-Framework for creating sound investment portfolios and setting long-term expectations
-Setting policies regarding how, when, and how frequently to revisit or revise policies in order to allow for evolution while maintaining continuity. 

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