Bimonthly Meeting | November 2019 - Today's Critical Issues for Endowments & Foundations

Bimonthly Membership Meeting

Wednesday, November 20, 2019, 7:30 am - 9:15 am
Maggiano's Little Italy 
4999 Old Orchard Shopping Center
Skokie, IL 60077

• Speaker (s): Clare Golla of Bernstein 
• Topic: Today's Critical Issues for Endowments & Foundations
• Doors open at 7:30 A.M. for a buffet breakfast and networking.
• Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
• To receive MCLE credit, please supply your ARDC number
• For CFP credit please provide your CFP ID
• Meeting Rates:
• • Member Pre-registration: $30 ($36 at the door)
  • Guest: $30 ($36 at door).  Guests must be a potentials member and may attend at this rate one time.  The referring member will receive a $10 Amazon gift card. 
  • Non-members: $50

Meeting Description:

Fiduciaries for foundations, nonprofits, and those of us who advise philanthropic clients are facing unprecedented disruption today.  Join this important conversation on strategies for successful navigation through an environment marked by uncertainty and change.  Topics covered include:

• Capital markets outlook; risks and opportunities
• Best practices for updating and implementing investment policy statements
• Responsible investments and additional strategies for aligning purchasing power with mission/Values
• Illiquid alternative investments and considerations specific to tax-exempt and charitable entities

Speaker Biography:

Clare Golla is a Director and Principal in the Chicago office of Bernstein and serves nationally as the firm’s Head of Endowment and Foundation Advisory Services. In addition to her direct client relationships, she partners with advisors across the country to provide comprehensive wealth management solutions for foundations, endowments and other tax-exempt entities. Clare is passionate about progressive change and positive outcomes for her clients, AB employees and the broader community, and she shares this as a frequent public speaker and volunteer for numerous organizations. Clare joined Bernstein in 2010 as a financial advisor and was promoted to Principal in 2016. During this time, she also became a member of AB’s global Responsible Investing Committee as well as the firm’s national Philanthropy Services team. Prior to joining the firm, Clare led the national institutional practice for a leading community development financial institution, building its presence in the nonprofit and philanthropic marketplace. Clare earned her BA, magna cum laude, from Harvard University and her MA from The University of Chicago and she is a CERTIFIED FINANCIAL PLANNER™ professional. Clare has served on numerous boards of directors and finance committees including the Oak Park-River Forest Community Foundation, Gary Comer Youth Center, Chicago Foundation for Women and the Harvard Club of Chicago. She lives in Oak Park, Illinois, with her husband, Adam, and two extraordinarily active daughters.

Meeting Sponsor: