An Introduction to Investing
February 22nd, 2018
Associated Grant Makers, 133 Federal Street, Suite 802, Boston, MA
All, Consultant, Grantmaker, Grantseeker, Nonprofit, Philanthropic Advisor
This session is designed to provide you an overview of best practices when it comes to investments. You will learn:
- Investing Best Practices for Nonprofits
- Types of Investment Vehicles
- Investing for Sustainability
A large focus of the presentation will center on properly assessing the risk in any investment strategy and some common sense rules to avoid costly mistakes. Many real-life examples will be used to demonstrate concepts. A detailed understanding of investing and finance is NOT required for this program.
William J. Cox, MBA - Principal and Chief Investment Officer, Cox Capital Management, LLC
Ethan T. Brown, MBA - Research Analyst, Cox Capital Management, LLC
Cox Capital Management, a local investment manager, shares their experiences working with the nonprofit sector for almost 20 years.
Refunds: When an event or program requires payment, payment is required in advance unless alternative arrangements have been made with an AGM staff member. If payment has not been received and/or arrangements have not been made three or more business days before the event date, AGM reserves the right to cancel your unpaid reservation. AGM does not provide refunds, but a credit good for one year may be issued for future events if notice of nonattendance is received three or more business days prior to the event. If you need to cancel your event registration, please email AGM staff at firstname.lastname@example.org.
Media: Photographs and/or video may be taken at this event to support Associated Grant Makers efforts to educate and inform the community on the role of philanthropy, in marketing materials, on our website and through social media. If you prefer your image not to be used please notify us at the event. Thank you.