Incorporating Diverse Managers into your Foundation’s Investment Program

About

Diverse and women-owned investment funds only manage a combined 1.3% of the investment industry, which is more than $76 trillion in assets. Diversification of manager backgrounds is often overlooked and not generally considered as part of the manager selection criteria. Clients should be able to express their values through their portfolios and reflect the communities they serve. Through a panel discussion on the importance of incorporating diversity, equity, and inclusion into a foundation investment program, learn how foundations include diverse managers in their investment portfolios. 

Learning Objectives: 

• Recognize how diverse investment managers are additive to investment portfolios 
• Understand how organizations are incorporating diverse managers into their portfolio 
• Determine ways you can include diverse investment managers into your investment program 

A recording of the full program, including the live Q&A, will be provided to those who register.

Speakers

Craig A. Robinson
Senior Vice President, Multi-Strategy Manager Foundations & Endowments Specialty Practice
Truist 

Craig’s role is to provide investment advisory and serve as outsourced chief investment officer for clients. He advises on the development and implementation of investment strategies to help clients meet their short- and long-term goals. Craig has close to 20 years of investment management experience, with expertise in cash management, short-term fixed income, and multi asset class investment strategies for operating funds, reserve funds, bond proceeds, retiree benefit funds, and endowment and foundations. Previously, Craig was an investment advisor at PFM Asset Management LLC and program administrator for the North Carolina Investment Pool.  

Sabrina Bowens-Richard, CFA, CAIA
Vice President, Senior Investment Solutions Specialist – Diverse Asset Managers
Truist Wealth 

Sabrina leads the effort in expanding Truist Wealth’s investment platform to include more diverse managers. In her role, she creates deeper awareness and education with internal and external partners to engage, support, and promote diverse managers, investment solutions, and capabilities. Previously, Sabrina spent 11 years as an integral member of the Investment Advisory team responsible for establishing Truist’s investment strategy and outlook. She’s an inclusion advocate, and has also contributed to financial publications addressing diversity on Wall Street.  

Who Should Attend

This program is open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; and members of giving circles.

Registration and Other Policies

Please register by clicking this link, even for complimentary programs. Prior to the webinar, you will receive your unique webinar access information. By registering for this program, participants are agreeing to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions. 

Members can access past webinars in our webinar archive 

Platform and Accessibility

This program uses Zoom; automated closed captioning available. We can provide additional accommodations upon request (e.g. live captioner, ASL interpreter). Please contact info@exponentphilanthropy.org or call 202-580-6560 by November 22 if you need any accommodations.