A fiduciary is anyone who has the legal responsibility of caring for someone else’s money. Foundation board members and investment committee members would generally be called fiduciaries, required by law to be well informed about the assets under their care and to follow a prudent process in caring for them. Learn to think—and invest—like fiduciary in today’s economic conditions.
Peter J. Klein CFA®, CRPS®, CAP®
Klein Wealth Management/Hightower Advisors, Ignore the Market’s Ups & Downs! Develop Targeted Returns
Peter and his team are focused on the intersection of philanthropy and investment management. Peter is the author of two well-regarded books, Getting Started in Security Analysis and A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation, and his practice is focused on providing excellence in wealth management—serving as a fiduciary for his clients and their legacies.
Who Should Attend
This program is open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; and members of giving circles.
Wednesday, January 15
2:00 PM to 3:00 PM EST
Complimentary for Exponent Philanthropy members / $40 non-members