As we begin 2023, we leave behind one of the worst years in history in terms of performance for a combined stock and bond portfolio. With economic volatility expected to remain high in the immediate future as the Fed continue to raise rates, non-profits are looking at ways to diversify and rebalance their investment portfolios, manage risk, mitigate higher borrowing costs, and take advantage of potential opportunities. This session will focus on best practices for non-profits that are seeking long-term growth while mitigating short-term volatility and will explore both traditional and alternative investments.
Presentation Takeaways
At the end of this session, you will be able to:
- Understand the dynamics that are driving capital market returns today.
- Discover what asset classes non-profits are using to diversify their investments.
- Identify strategies to explore for your operating/short term reserves, long term investments, and Pension/Defined Contribution Plans.
Presenter: Bruce R. Wall, CIMA, Managing Director, Bank of America Global Institutional Consulting
For 30 years, Bruce has worked to deliver proactive advice and customized investment solutions for the increasingly complex needs of institutional investors.
Bruce has been named by Barron’s as one of the Nation’s Top 25 Institutional Consultants in their annual ranking since the inception of the ranking, most recently being ranked #17 in the 2022 rankings. He and his Bethesda-based team advise more than 70 Non-Profit clients today with assets in excess of $5.5 Billion.
He currently serves as the Chair of the Bank of America Institutional Advisory Council to Management representing more than 3000 Bank of America and Merrill advisors that work with institutional clients.
Bruce holds the Certified Investment Management AnalystSM designation, administered by Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania and is a member of the Investment Management Consultants AssociationSM. Bruce received his Bachelor of Arts degree in Economics from the University of Virginia. He enjoys competitive cycling and sailing and spending time with wife and four children.
Knowledge Level: Overview
Field of Study: Finance
Prerequisites: No prerequisite is required
Advanced Preparation: No
CPE Credit: 1
When: Tuesday, February 21, 2023 | 11:30 a.m. - 1:30 p.m.
Networking 11:30 am
Lunch 12:00 pm
Presentation 12:30 - 1:30 pm
Where: SEIU | 1800 Massachusetts Ave NW, Washington, DC 20036
SEIU Conference Center: Please note SEIU is a secured building, and you will need to present a valid photo ID upon entry. Security will direct you to the location where the session is being held.
SEIU requires that masks must be worn entering and exiting the building. You may takeoff your mask when you arrive to your designated conference room.
Parking: Underground paid garage parking is available, but space is limited; entry into the garage is located on 18th Street. There are also other nearby parking garages as well as limited metered street parking.
Metro: Closest stop is the Dupont Circle Station (south station exit) on the Red Line. Upon exit from the station walk towards 18th Street along Massachusetts Avenue; the SEIU Conference Center is located on the right-hand side almost immediately adjacent to Dupont Circle.
FAR members, please make sure to log in to the FAR website to receive FAR member registration options.
This program is approved for CPE and CAE credit.
FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding refund, complaint, and program cancellation policies, please contact the FAR office at: 1325 G Street NW, Suite 500, Washington, DC 20005 or email (hq@far-roundtable.org). There are no refunds or cancellations accepted after January 10, 2020. Field of Study: TBD Program level is basic – update. There are no pre-requisites nor advanced preparation. It is Group-Live delivery method. Sponsor ID: 109395
FAR is a CAE Approved Provider. Program(s) will be evaluated monthly to meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.
