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.
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.
Jeff Weisker, senior vice president, Fund Evaluation Group. LLC
As a Senior Vice President and Consultant, Jeff leads FEG’s relationship with several community foundations, healthcare systems, religious organizations, and other non-profits. Jeff has 20 years of experience with FEG, and co-leads the firm’s annual Community Foundation Survey alongside Jeff Davis. Jeff received a BBA in Accounting from the University of Cincinnati, is Treasurer for the Wave Foundation, and also sits on its Board of Directors. He is Past-President of the Board of Directors of Catholic Charities of Southwestern Ohio, and formerly a seat on the advisory council of Second Harvest Food Bank.
CMF Members: $35
November 18, 2019 at 12:00 Noon EDT