Finance & Investment Affinity Group: January Perspective
CNJG’s Finance and Investment Affinity Group exists to keep foundation executives informed as they manage the investment of their corpus. Growth of foundation assets and the active exchange of sound investment strategies is the focus of each program.
This month we will hear from Louis Porta, a Market Investment Director with US Trust. Mr. Porta will offer perspective on:
- The current direction of the markets – in 2018 will they continue to tick higher with continued low volatility? Can business strength continue to shrug off global events? Will 2018 be the year of more normalized returns?
- The impact of the new tax legislation - since the House and Senate reconciled their tax bills just before the year – end holidays, how do we expect the new legislation to impact businesses, individuals and the markets?
Cost: CNJG Members: $30, Eligible Non-Member Grantmakers: $50 (includes full breakfast)
Louis Porta, CFA is a Managing Director and Market Investment Director with U.S. Trust, Bank of America Private Wealth Management. He has extensive experience managing portfolios for institutional clients, and high net worth individuals. In conjunction with managing assets for Private Banking clients, he oversees the asset management responsibilities for an investment team in New York City, which include six additional Portfolio Managers, four analysts and two assistants.