All Sessions by Kendra KaakeSee Full Agenda
Day 1: May 12, 2022
Day 2: May 13, 2022
INDUSTRY EXPERT: SEI
Balancing Capital Preservation, Minimum Disbursement Quotas, Low-Return Environments and Inflationary Risks
- When addressing asset allocation strategy, capital preservation in real terms is frequently discussed, but how often is it actually implemented?
- As Donor-Advised Funds (DAFs) continue to grow, how are the changing nature of inflows contributing to aggregate granting rates at the total fund level?
- How are nonprofit organizations responding to the need for continued real growth in their investment portfolios, while central banks normalize monetary policy in the face of the strongest inflation in decades?
Nonprofit organizations must respond prudently and efficiently to the evolving nature of DAFs. Deliver on your goals by proactively managing your investments in a high-risk environment.