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An Introduction to Investing

Date:
February 22nd, 2018
Time:
2:00PM to 4:00PM
Location:
Associated Grant Makers, 133 Federal Street, Suite 802, Boston, MA
Audience:
All, Consultant, Grantmaker, Grantseeker, Nonprofit, Philanthropic Advisor
Event type:
Best practices
Member fee:
$0
Base fee:
$0

This session is designed to provide you an overview of best practices when it come to investments.  You will learn:

  1. Investing Best Practices for Nonprofits
  2. Types of Investment Vehicles
  3. 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.

Presented by:
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.

Registration type: 
Normal registration

AGM Policy

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 info@agmconnect.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.

133 Federal Street, Suite 802 | Boston, MA 02110
Phone: 617.426.2606 | Fax: 617.426.2849
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