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AICPA Not-for-Profit Industry Conference 2021


NOT2108 - 7 Months Later: Investing for Safety & Growth in the Post-Election Reality


Jun 7, 2021 1:25pm ‐ Jun 7, 2021 2:40pm

Standard: $49.00

Description

With a completely new political climate comes uncertainties and opportunities that manifest themselves in a variety of spheres of life. Wall Street and Main Street are two prominent places to witness this impact. Will Wall Street continue its defiance and the raging bull will keep fighting? Will Main Street see the economic certainty that has been snatched away from so many due to the devastating impact of COVID-19? What was considered safe before may no longer offer that security as economic policies clash with the political realities. Learn how to navigate this tricky environment, the right questions to ask, and how to equip your investment committee for prudent monitoring of the organization's portfolio.

Learning Objectives:
  • Understand how the political climate may impact economic realities
  • Determine how to navigate a zero-interest rate environment for growth and safety of investments

Speaker(s):

  • Arun Sardana, CIMA, MBA, Managing Director - Investments, Senior Institutional Consultant, SPG Fiduciary Partners of Raymond James
  • Adam Proger, VIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James

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