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Investment Matters That Matter

2:00 PM – 3:00 PM ET

What is the impact of financial markets conditions on your endowment and foundation assets? Should market volatility, interest rate and inflation trends affect your spending rule and budgeting? What are the major regulatory changes that could lower costs and responsibilities in your retirement plans? This session will discuss timely topics related to your organization’s investment responsibilities, from liquid assets to long-term funds to the retirement plan.

Learning Objectives:

  • Provide attendees with perspectives on recent economic and market conditions in the context of longer-term trends;
  • Discuss the risks faced by and opportunities available to not-for-profit organizations as a result of changes in interest rates and inflation;
  • Review recent regulatory changes that may affect the retirement plans and other investments overseen by attendees; and,
  • Answer the most important questions attendees have regarding how the market and regulatory events of 2022 will impact their organizations in 2023 and beyond.

Presented By: Steve Carl, CEO – High Probability Advisors, and Jeff Coons, Chief Risk Officer – High Probability Advisors

This session offers 1 (one) credit of CPE; details on registration page.