For many who are new to the community foundation finance area the management and interaction with investment committee members can be challenging, especially as different views are shared. This webinar will help guide you on the management of that committee, cover the basics of investment management, and review key areas such as asset allocation, spending policies, fees on funds, quarterly reports etc.
Shale Lapping, president, IPEX
Shale obtained his undergraduate degree from the University of Illinois, his MBA from McGill University and his law degree from the University of Chicago. Shale is a Chartered Financial Analyst and a Certified Investment Management Analyst. Prior to entering the investment field, Shale practiced corporate law for six years, specializing in legal and investment issues that impact trust funds. Shale began working directly with the investment community in 1989, when he joined the firm that served as the predecessor to IPEX. Shale was vice-president of that firm for seven years and has been president of IPEX since the firm's inception.
Lisa Swatkoski, senior investment consultant, Vanguard Investment Strategy Group
Lisa is a senior investment consultant with Vanguard Advisers. With over 9 years of experience, Lisa is licensed as an Investment Advisor, and a registered Broker with FINRA. Lisa completed her Bachelors of Arts in Economics and Mathematics from Lafayette College.
CMF Members: $35
Hosted by the Council of Michigan Foundations and originally published June 5, 2018