Investment Performance Call
Tuesday, November 12, 2019 12:00 pm
The Investment Performance Update Call for fund holders invested in the Legacy Fund features Director of Donor Services and Planned Giving Specialist Lindsay Aroesty and Vice President of Finance and Investments Jonathan Brelsford will be joined by Cori Trautvetter and David Thompson of Pavilion Advisory Group Inc., the consulting and advisory firm hired to work with the Foundation on overseeing the Legacy fund’s perpetual, intermediate and grantmaking components.
The goal of the call is to provide our donors with the same confidence, oversight and due diligence for philanthropic investments as they would expect from personal investment advisors. Discussions will include updates on the quarterly performance of the Legacy Fund as well as address market trends, concerns and questions. Each call with begin with a 20-minute discussion among Aroesty, Brelsford and Pavilion and be followed by a 10-minute question and answer session.
Next call: Tuesday, Nov. 12 2019, at noon
If you have a question prior to the call you can email it to: firstname.lastname@example.org.
Call in information: 877‑876‑9173
CODE: TPF CALL