Mission-Aligned Investing Meeting: How to work with your investment advisor

This session will focus on how to work with your investment advisor to align your assets with your mission. 

Laura Kind McKenna of the Patricia Kind Family Foundation and Casey Clark of The Glenmede Trust Company will share their journey of aligning the Patricia Kind Family Foundation’s endowment with its mission. Their collaboration remains ongoing as new measures and metrics for investment choices/opportunities are part of a rapidly developing field. 

Attendees will gain an understanding of how a strong mission-focused approach can work across all asset classes. Participants will be encouraged to share their own stories and engage in conversation. 

A light breakfast will be provided.

CLICK HERE to register.