Complimentary for Exponent Philanthropy members | $75 non-members.
Markets have held up well this year, but the forces underneath are shifting. This webinar unpacks the undercurrents shaping the outlook: from the market’s outsized bet on artificial intelligence to the upcoming midterm elections and what a change in Washington could mean for fiscal policy and regulation.
We’ll discuss how foundations should read this environment and translate it into portfolio decisions, such as stress-testing against concentration risk, revisiting diversification assumptions, and keeping portfolios positioned for long-term sustainability.
A recording of this program will be available to those who register.
Speakers
Michael T. Reynolds, CFA
Vice President, Investment Strategy, Glenmede
Michael is the senior research analyst responsible for macroeconomic and market research in support of Glenmede’s investment strategies, policies and portfolio construction methodologies applied to Private Wealth client portfolios. Michael is a regular contributor on local, regional, and national media, including CNBC, Bloomberg, The Wall Street Journal, Reuters, Forbes, Yahoo! Finance, and CNN.
Amy Wilson, CFA
Relationship Manager – Endowment & Foundation Management, Vice President, Glenmede
Amy provides strategic investment advice and portfolio management for endowments, foundations, and other nonprofit organizations. Prior to this role, she led the integration of environmental, social, and governance (ESG) criteria across fundamental equity investment strategies and served as a key member of Glenmede Investment Management’s Stewardship Committee, a team focused on GIM’s shareholder engagement efforts.
Who Should Attend
This program is open to foundation donors, trustees, and staff; individual donors; donor-advised fund holders; and members of giving circles.
Registration and Other Policies
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 September 30 if you need any accommodations.
