Complimentary for Exponent Philanthropy members | $75 non-members
Join us for an insightful webinar designed for foundation leaders, board members, and staff seeking to align their investment strategy with their charitable mission.
In this session, we’ll explore:
- Strategies for mission-aligned investing
- Review and outline a strong investment policy statement
- Discussion on long-term returns on asset classes, including equity, fixed income, and cash
- Structuring a solution that will support distributions and growth for the long-term longevity of your organization
Expert speakers from Truist Foundations and Endowments Specialty Practice will share real-world examples of how foundations have successfully integrated their mission into their investment strategy while maintaining financial strength. Don’t miss this opportunity to gain actionable insights on designing an investment approach that maximizes both impact and financial sustainability.
A recording of this program will be available to those who register.
Speakers
Michael Sahakian
Regional Practice Leader, Investment Advisor
Truist Foundations and Endowments Specialty Practice
Mike is a regional investment advisory manager for the northeast region within the Foundations and Endowments Specialty Practice. He provides leadership and oversight to the Investment Advisory and Outsourced Chief Investment Officer (OCIO) roles for clients and team members. In his 25-year career, he’s held leading and senior investment positions including investment management for institutional type of accounts, consultative type services for retirement-oriented accounts, and director of client service and marketing for a small regional equity boutique.
Craig Robinson
Senior Vice President, Investment Advisor
Truist Foundations and Endowments Specialty Practice
Craig is a Senior Investment Manager in the Greater Washington area within the Truist Wealth Foundations and Endowments Specialty Practice. He provides Investment Advisory and Outsourced Chief Investment Officer (OCIO) roles for clients. He advises on developing and implementing investment approaches to help clients meet their short- and long-term goals with a specialization in liquidity and short-duration fixed-income strategies. Craig has over 23 years of investment management experience with expertise in cash management, short-term fixed income, and multi-asset class investment strategies for operating funds, reserve funds, bond proceeds, retiree benefit funds, and endowment and foundations.
Laura Galaida
Director of Client Service
Truist Foundations and Endowments Specialty Practice
Laura is a Client Manager within the Foundations and Endowments Specialty Practice at Truist Bank. Truist’s Foundations and Endowments Specialty Practice delivers nonprofit organizations comprehensive investment advisory, administration, planned giving, custody, trust, and fiduciary services. Laura offers clients 18 years of client management and nonprofit experience. She provides deep nonprofit insight and expertise to clients in addition to overseeing the administration of accounts.
Who Should Attend
This program is open to foundation donors, trustees, and staff; individual donors; donor-advised fund holders; and giving circle members. Specifically, we invite:
- Foundation executives and board members
- Investment committee members
- Philanthropy and finance professionals
Registration and Other Policies
Please register by clicking this link, even for complimentary programs. Before the webinar, you will receive your unique webinar access information. By registering for this program, participants are agreeing to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions.
Members can access past webinars in our webinar archive
Platform and Accessibility
This program uses Zoom; automated closed captioning is available. We can provide additional accommodations upon request (e.g. live captioner, ASL interpreter). Please contact info@exponentphilanthropy.org or call 202-580-6560 by March 19 if you need any accommodations.
This program is supported by
