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2017 Spring Seminar

IMPACT INVESTING: CAN WE, SHOULD WE AND HOW?

A CONVERSATION BETWEEN PROGRAMS AND INVESTMENTS

Friday, May 12, 2017
8:30am – 12:00pm

L. William Seidman Center
50 Front Ave SW
Grand Rapids, MI 49504

 

2016 Fall Seminar

Asset Allocation and Spending Policies:
Managing Expectations in a Stormy Environment

Like an old brick Victorian house in the eye of the storm, the Central Bank maintains a safe, low impact strategy while politics and markets create mayhem around it. To achieve the expected returns, foundations, endowments and family offices are sometimes taking divergent approaches. What is the best policy—stay the course, modify asset allocations, change spending policies or keep looking for a better approach.

Friday, December 2nd, 2016
8:30am – 12:00pm

L.V. Eberhard Center
Grand Valley State University
301 Fulton Street West
Grand Rapids, MI 49504

View the program PDF here >


2016 Spring Seminar

Man vs. Machine: How Behavioral Finance Impacts Tactical Investment Decisions

The West Michigan Foundation Endowments & Family Offices Spring seminar will address the differences between “quant” strategies managed by computers and discretionary strategies managed by humans, and how much overall market is driven by quant/model strategies.

May 04, 2016
8:30am – 12:00pm

Grand Valley State University
L. William Seidman Center
50 Front Ave SW
Grand Rapids, Michigan 49504

View the program PDF here >

 


 

2015 Spring Seminar

International Equity Allocation: Overcoming Home Country Bias

Recently, some U. S. investors have started to focus on international and emerging markets because of the growing global economy and potentially higher investment returns. According to the IMF’s April 2014 “World Economic Outlook” analysis, the emerging market’s share of global GDP hit 50.4% in 2013 laying the foundation for greater international growth for years to come. However, for many U.S. investors, the thought of investing outside of their country is outside of their comfort zone.

Please join West Michigan FEFO (“Foundation, Endowment & Family Offices”) for an overview of
international investing. A panel of international investment experts will discuss the opportunities
and challenges, asset allocation models, international investment anchors, volatility, currency, due
diligence, and risk mitigation followed by a question and answer period.

May 8, 2015
8 am – 12pm

Grand Valley State University
L. William Seidman Center
50 Front Ave SW
Grand Rapids, Michigan 49504

View the program PDF here >


 

 

2014 Fall Seminar

Changing Federal Reserve Bank Policy and it’s Impact on Asset Allocations

View the program PDF here >