Volatility and signs of uncertainty across the global capital markets have made many investors certain there is need for a comprehensive, long-term investment program with well-defined roles and responsibilities. Dedicating time to understand how your foundation’s investment program compares to those of peers can help uncover areas of strength and weakness while also helping you to plan more prudently. FEG will reference data from its annual community foundation survey to share recent sentiment toward various asset classes, spending policy and active/passive strategies, and describe how some foundations are incorporating local impact investment opportunities.
David Center, managing director of institutional services, Fund Evaluation Group, LLC
David is Managing Director and a consultant at FEG Investment Advisors (FEG). In addition to working with some of FEG’s marquee clients, David leads a small team of Consultants that work with a number of educational institutions, community foundations and other nonprofits. Prior to FEG, David served as a consultant with Cardinal Investment Advisors, New Leaf Capital Consulting, and Hammond Associates. David received an MSIA (MBA) in Finance & Strategy from Carnegie Mellon University, and holds a BS in electrical engineering from Lehigh University.
Jeff Davis, vice president, consultant, Fund Evaluation Group, LLC
As a consultant, Jeff’s responsibilities at FEG include portfolio construction, client service and client development. Jeff co-leads FEG’s annual Community Foundation Survey, which is in its fourth year of collecting data on financial and enterprise topics as a bench marking tool to help inform community foundations nationwide. He earned a BA in Finance and Economics from the University of Kentucky, and an MBA in Business Administration from Xavier University. Jeff has been a FEG team member and investment professional since 2002. He is a member of the CFA Institute and CAIA Institute.
CMF Members: $35
August 6, 2019 at 12:00 Noon EDT