This event is being held by Philanthropy Southeast.
Virtual Investing Series
Thursdays in October – October 1, 8 and 15
12:30pm-1:30pm ET
Registration is now open for this year’s Virtual Investing Series, a reimagined format of our previous Conference on Investing. This series will have something for anyone who is engaged in conversations about your organization’s investment strategy, and is designed for staff, board, and committee members.
Presidents & CEOs – please share this learning opportunity with your trustees and investment committee members!
Can’t attend one or more sessions live? All paid registrants receive access to program recordings within a few days of each session's conclusion.
Series Agenda
October 1 | From Operating Cash to Endowment: Aligning the Balance Sheet for Greater Impact
Presented by PNC Institutional Asset Management
Kiana Lozano
Investment Advisor
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Arthur Mills, IV
Director, Nonprofit Strategy
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Samuel Michalove, CFA, CAIA
Senior Investment Advisor
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October 8 | Beyond Performance: Governance, Alignment, and Communication in a More Complex Investment Portfolio
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Presented by Leita Advisory
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Anna Dunn Tabke, CFA, CAIA
President, Leita Advisory
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Foundation partner to be announced!
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October 15 | AI and the New Investing Landscape for Mission Aligned Investors
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Presented by Heard Capital
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William Heard
CEO, CIO, Heard Capital
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Additional speakers to be announced!
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Your registration provides access to the full series, plus recordings and presenter materials.
- Philanthropy Southeast member: $75
- Non-member foundation staff, trustees, and committee members: $150
After completing registration, you will receive an email confirmation with links to the three sessions. If you have not received the email within 2 business days, please reach out to S.E. Spencer Keziah (s.e@philanthropysoutheast.org).
If you wish to cancel your registration, please contact S.E. Spencer Keziah at s.e@philanthropysoutheast.org or by calling (404) 524-0911. If you cancel your registration before October 1, you will receive a full refund. No refunds are available for cancelations made on or after October 1. Registrations can be transferred to another person within your organization before October 1 at no charge.
