Complimentary for Exponent Philanthropy members | $75 non-members
In today’s unpredictable market and economic environment, foundations face unique challenges in fulfilling their missions amidst ongoing volatility. Join us for an insightful webinar where Peter J. Klein, CFA®, CRPS®, CAP®, CSRIC®, chief investment officer of ALINE Wealth and president of the Claire Friedlander Family Foundation, will delve into the complexities of navigating market and economic fluctuations, including the impact of tariffs.
Key Topics:
- Understanding Market Volatility: Explore current market trends, economic volatility, and the impact of tariffs on the financial health of foundations.
- Strategic Planning: Learn effective strategies to mitigate risks and help ensure sustainable growth in a volatile environment.
- Investment Approaches: Discover investment approaches that can help foundations preserve and grow their assets amidst market fluctuations and tariff impacts.
- Operational Adjustments: Gain insights into operational adjustments that can enhance resilience and adaptability.
- Aligning with Grantees: Understand how to collaborate with grantees to manage and mitigate the effects of economic volatility and tariffs on their projects and operations.
A recording of this program will be available to those who register.
Speaker
Peter J. Klein, CFA®, CRPS®, CAP®, CSRIC®
Chief Investment Officer/Founder, ALINE Wealth
President, Claire Friedlander Family Foundation
Peter J. Klein has built a career immersed in analytics and the science of investing. He works to help clients align their finances with their values through philanthropy, navigating clients through family trusts, endowments, and non-profits with a fiduciary-centric focus.
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
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 agree 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 April 18 if you need any accommodations.
Thank you to our supporter!
