Mar 14: 11:45 - 1:00

Location: Four Square Ballroom

Lunch Keynote: How to Evaluate Your Investment Advisor and How to Choose Your Investment Advisor

Of the 40+ ways an individual or organization can catalyze the resources to achieve their mission or values, there is no question that your relationship with your investment advisor is the most critical relationship, as it relates to governance, investment beliefs, and decision-based attribution evaluation. The following session explores three case studies (AJL Charitable Foundation and Kenneth King Foundation) in their journeys to evaluate their existing investment advisor, make the decision to leave that investment advisor, and their next steps (whether it's do-it-yourself or find the next investment advisor). Then we’ll cover what they are doing to upgrade their governance, improve their evaluation, develop investment beliefs, and make the decision to (or not to) align all of the resources for impact.

Speakers:

Kristi Petrie, President, The AJL Charitable Foundation

Janice Fritsch, President, Kenneth King Foundation

Nicole Bagley, Vice President, Arca Foundation, Vice President, Sapelo Foundation, and President, The Brenn Foundation

Dr. Stephanie Gripne, (Moderator) Founder and CEO, Impact Finance Center, CO Impact Days and Impact Investing Institute