This complimentary webinar, presented in partnership with Glenmede, will cover what you should know and consider before, during, and after the RFP process. We will examine key considerations and the types of questions that should be asked at each stage. We will also place special emphasis on understanding and evaluating investment costs as this is an important but often challenging aspect of financial management. We will look at the various types of costs that investors pay – disclosed and undisclosed – and look at the typical ranges for each cost. We will examine the factors that influence costs, the categories of cost components, and methodology that may be helpful to understanding more fully what your organization pays for investment management.
Speaker
John W. Church, III, CFA
Managing Director, Endowments and Foundations, Glenmede
John Church, CFA is a Senior Portfolio Manager for Endowments and Foundations in Glenmede’s Philadelphia office. Along with other members of the team, he provides investment advice and portfolio management for foundations, endowments and other non-profit organizations, working with clients across the country.
John joined Glenmede in 2001. Before joining the Endowments and Foundations team, he worked for six years in the Manager Research Group, performing due diligence on hedge fund and other externally managed strategies. He also sits on the firm’s Manager Research and Private Investment Committees. John is a CFA® charterholder and an active member of the CFA Society of Philadelphia.
Who Should Attend
This program is open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; and members of giving circles.
