Speaking Engagements

Managing Charitable Assets Prudently in the Real World

December 10, 2013
Goodwin Procter LLP, 53 State Street, Boston, Massachusetts, 02109


Goodwin Procter, Accounting Management Solutions, Inc., BDO USA, LLP, and Bernstein Global Wealth Management will host a breakfast briefing on managing charitable assets prudently in the real world. In today's low interest rate environment, many nonprofits are faced with diminishing returns from a traditional stock + bond portfolio. The panel will discuss the following matters: How to maximize returns and manage risk in a rising interest rate environment; what the board should consider: legal principles and guidelines for prudent investing; managing financial information: investment policies, procedures and controls for complete and accurate financial statements; and more.