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Financial Literacy

Join us to discuss how to invest for the current landscape and for generations to come with Northern Trust’s Senior Vice President and Senior Endowments and Foundations Chief Investment Officer, Bei Seville. 

Join us for this  program which will be a peer-to-peer round robin on how foundations approach, track, consider and manage investment fees. 

Audience: All Funders

This gathering will feature the investment perspectives of Kei Sasaki, regional chief investment officer for the Northeast region of Wells Fargo Private Bank.

Audience: Executive Staff

This gathering will feature the investment perspectives of Morgan Stickler, senior vice president and senior portfolio manager at U.S. Trust Bank of America Private Wealth Management.

Audience: Executive Staff
Topic: Finance

This gathering of the Finance and Investment Affinity Group will feature the investment perspectives of Stephen Jury, managing director of JP Morgan Private Bank and the global head of fixed income, currencies and commodities specialists (FICC).

Audience: Executive Staff