Programs

  • Investment Issues Discussion Events

    MEETINGS,WEBINARS AND EVENTS TO ALLOW THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO DISCUSS CURRENT INVESTMENT ISSUES, STRATEGIES TECHNIQUES AND DIVERSITY. A GUEST SPEAKER MAY BE INVOLVED IN THE MEETING TO DISCUSS VARIOUS COMPANIES, ECONOMIC OR FINANCIAL MATTERS. VARIOUS CURRENT INFORMATION IS EXCHANGED WHICH BENEFITS THE LOCAL INVESTMENT COMMUNITY AS A WHOLE.
    Geographies
    Not indicated
    Dates
    Jul 1, 2022 – Jun 30, 2023
    Source
    990
    No causes provided
    No populations provided
    –
    $0

  • Annual Endowment/Foundation Conference

    AN ANNUAL ENDOWMENT/FOUNDATION CONFERENCE IS HELD FOR THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO INFORM AND EDUCATE ATTENDEES ON SPECIFIC ISSUES RELATED TO ENDOWMENTS AND FOUNDATIONS.
    Geographies
    Not indicated
    Dates
    Jul 1, 2022 – Jun 30, 2023
    Source
    990
    No causes provided
    No populations provided
    –
    $0

  • Financial Literacy Program For Investment Professionals

    A FINANCIAL LITERACY PROGRAM EXISTS FOR MEMBERS AND POTENTIAL INVESTMENT PROFESSIONALS BY SPONSORING LOCAL COMPETITIONS,OUTREACH PROGRAMS AND AN EMERGING LEADERS GROUP FOR THE NEWEST MEMBERS OF THE PROFESSION. GOAL IS ACCOMPLISHED THROUGH EVENTS, MEETINGS AND CAREER FAIRS.
    Geographies
    Not indicated
    Dates
    Jul 1, 2022 – Jun 30, 2023
    Source
    990
    No causes provided
    No populations provided
    –
    $0