Wednesday, September 4th at 12:00 PM (ET) join us for:
"Navigating the Presidential Election: Insights for Association Investment Reserves"
As the upcoming presidential election looms, associations face a crucial need to understand how political shifts can impact their investment reserves. In this webinar, Raffa Investment Advisers will provide invaluable insights into how prudent investment policies can help associations navigate 2024’s political uncertainty.
The goal is to empower association executives to help strengthen their investment policies and effectively segment their investment reserves in advance of the upcoming Presidential election.
Facilitated by Raffa Co-Founder Dennis gogarty, and Raffa Portfolio Advisor Matt O'Lone, CIMA.
Dennis Gogarty co-founded Raffa Investment Advisers (Raffa) in 2005. His mission is to provide nonprofits and associations with a sensible, strategic approach to investing their reserves, endowment and retirement plan assets so that they can maximize their impact. A major focus of his career is promoting the need for increased investment education and transparency. He founded the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers. He is a Certified Financial Planner™ and an Accredited Investment Fiduciary®.
Matt O'Lone, Portfolio Manager, Matt works with our clients to gain a deep understanding of their investment goals, risk profile, and what makes them unique in order to help ensure their experience is extraordinary. From policy development and board education to portfolio construction and investment management, Matt serves our clients in a variety of ways, and take pride in managing their portfolios so they can focus on better serving their organizations.
Earn 1 CAE Credit for attending.
Register HERE before we are sold out!
We look forward to seeing you there.
