Finance and Investment Affinity Group: Stewarding Capital Responsibly in Current Times

Foundations face a dual challenge: stewarding capital responsibly while navigating increasingly complex financial markets. In this interactive fireside chat with Highland Consulting Associates: Joel Baker and Gaurav Patankar, the Outsourced Chief Investment Officer (OCIO) practice across the country will be explored, highlighting how committees can strengthen fiduciary leadership, sharpen their investment lens, and prepare for the future.

Cost: Free for CNJG Members; $75 for Non Member Grantmakers (includes full breakfast)

Joel Baker, CFA, Consultant, joined Highland Consulting Associates, Inc. in 2004. He has 25 years of experience working with a variety of for profit and nonprofit clients. Over the past few years, Joel has developed a specialty focus in the area of ESG and impact investments. He is responsible for assisting Highland's nonprofit clients as they develop and implement ESG and impact investment objectives. He frequently attends and speaks at industry conferences (Instructional Investor, P&I, AIMSE) where he discusses specific asset classes, portfolio risk management, governance, and manager due diligence.

Gaurav Patankar has invested and allocated capital globally across public and private markets in his 25-year investment career. He is the Managing Partner and Chief Investment Officer at Mission1 Investments LLC, a family office based in NY. In a non-executive capacity, Gaurav serves as a Senior Advisor at the World Bank group focused on strategic initiatives across emerging markets, as the Vice Chairman of Shriram Asset Management Company, the Co-founder and board member at Niyogin Fintech Limited, Member of the Board of Advisors at Stanford University-SLTI and as an Investment Committee Member at the University at Buffalo Foundation, Inc. In his prior career, Gaurav served in positions of increasing responsibility from analyst to CIO at top investment firms including Citi, Millennium Management, BNY Mellon, Lockheed Martin and Bloomberg.