Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

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*NONPROFIT EXCLUSIVE: 2018 Study On Nonprofit Investing (SONI) Results & Analysis Presentation

Now in its sixth consecutive year, the SONI Results & Analysis Presentation helps nonprofits answer:

• How do other nonprofits invest their reserves?

• Are our investment policies “normal”? and

• Is our investment performance in-line with similar organizations?

 

Specifically, the presentation will cover the following:

• How do nonprofits segment total cash assets among short and longer term objectives?

• How much risk do nonprofits take with longer term investments?

• How much do nonprofits pay for investment services?

• How much are nonprofits earning from their investments – and what should they expect?

Raffa Wealth Management
Dennis Gogarty, President, Raffa Wealth Management
Chase Deters, Raffa Wealth Management
4/26/2018 9:00 AM EST
4/26/2018 11:00 AM EST
Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
Breakfast
Specialized Knowledge
2
Group-Live
The 2018 SONI Results & Analysis Presentation will provide participants (mostly senior nonprofit finance executives) with peer benchmarking data that will allow them to strengthen investment policies, gauge investment performance, and ultimately provide them with the tools they need to make better informed decisions about their investments.
Intermediate
In order to comprehend subject matter, experience working in the nonprofit sector as a senior finance executive is ideal but not required.
None.
No
​"The speaker was able to impart the technical topic in an easily understood manner for those non-tech people attending. He responded to questions well, and helped people understand both the issues and solutions."

Raffa Learning Community Attendee