Endowment Funds & Investment Strategies with Sue Dahn
The financial health of our for-purpose sector is important as a thriving charity sector is critical to the future wellbeing of Australia. But current economic conditions aren’t favourable and the volatile markets present a double risk: declining endowment values and decreased investment income.
ACF Investment Committee member Sue Dahn (Financial Advisor and Non-Executive Director, Pitcher Partners) joins this Philanthropy Australia (PA) webinar to discuss and explore issues around how to use endowment funds responsibly during this period and best-practice investment policies. Other panelists include Luke Branagan (Director of Philanthropic Services, JBWere) and Daniel Tome (Partner, Perpetual) with Jenny Wheatley (CEO, Vincent Fairfax Family Foundation) joining as moderator.
This session is open to non-PA members for a small fee.
Wednesday 1 July 2020
11:00am – 12:00pm AEST
This event will be hosted online. To register, follow the ‘join the event’ link below and enter your details.
Please note that this session may be recorded. If you do not wish to appear on video, please ensure your video is disabled for the duration of the session.