Leaving a Legacy: Best Practices for Preserving and Growing Your Nonprofit’s Assets
Thursday, March 17, 2016 3:00 pm
4:00 pm PT
In-person | San Francisco, CA
With board turnover, specific mandates, and regulations around investing, preservation and growth of non-profit money can be complex. In this training session, we will address key principles of endowment management, from defining objectives, developing an investment and spending policy, determining optimum asset allocation, and trustee fiduciary responsibility. We will explore real-life examples and case studies, use implementable templates, and incorporate a collaborative forum for attendees. The goal of this session is to provide specific tools and information to help nonprofit leaders create a lasting legacy for their organization.
Intended Audience: Board members and senior level staff, or others who have assumed a fiduciary role for their organization
Experience Level of Intended Audience (e.g., new trustees, experienced heads): new and experienced leaders
About the Presenters:
Mark Eshman is the Co-founder, Chairman and Chief Investment Officer of ClearRock Capital. Prior to founding ClearRock in 2007, Mark worked at: Drexel Burnham Lambert, Dabney/Resnick/Wagner and Smith Barney.
Having advised his first client in 1982, Mark has navigated hundreds of clients and endured all types of markets and economic conditions. Not only does he bring invaluable investment experience, but he also is relentlessly focused on fiduciary process, transparency, and education within the non-profit sector. Since 2000, Mark and his team have presented an Annual Conference for Foundations and Endowments in San Francisco, Palo Alto, Sun Valley, Boise, and Jackson Hole with the mission “To Inspire, Educate, and Connect.” Aside from working with non-profits at ClearRock, Mark also has personal experience in the non-profit sector as former Chair of the Community School in Ketchum, ID, former Chair of the Ketchum Urban Renewal Agency, and current chair of the Duke Alumni Admissions Committee of Idaho. Mark has an A.B. in Public Policy and Art History from Duke University. He is married with two daughters, and spends his time between San Francisco, CA and Sun Valley, ID.
Maggie Bouscaren is the Director of Business Development at ClearRock Capital. Prior to joining ClearRock in 2014, Maggie worked at Bank of America Merrill Lynch in the Equity Capital Markets group. She joined ClearRock so that she could assist in providing expert, personalized financial advice in an environment where every decision was based around the client. In addition to organizing ClearRock’s educational events throughout the year and expanding upon ClearRock’s non-profit resources, Maggie enjoys learning from her peers outside of work through groups such as Women in ETFs and Financial Women of San Francisco. An avid squash player, she is currently involved with SquashDrive, a non-profit after school enrichment program serving youth in Oakland. Maggie has a B.A. from Vanderbilt University in Economics and Spanish and she resides in San Francisco.