FAOG Investment Committee Webinar - Finding the Right Partner: Demystifying the Investment Consultant Search Process
Date/Time
05/13/2024
12:00 PM - 1:00 PM Central
12:00 PM - 1:00 PM Central
Event Registration
Event Description
Join us for an overview of best practices and key considerations for an investment consultant search process. We'll cover a range of topics, including how to think about your investment consultant model, reasons to consider a search, ways to structure the search process itself, and decision-making tips. We'll demystify what can seem like an overwhelming process, leaving you equipped to take this work on for your own foundation.
Kaufman Hall, which offers consultant search services for a range of non-profit organizations, will be leading the discussion, along with Laura Kernaghan from the Chicago Community Trust.
Learning Objectives:
Kaufman Hall, which offers consultant search services for a range of non-profit organizations, will be leading the discussion, along with Laura Kernaghan from the Chicago Community Trust.
Learning Objectives:
- Describe investment consulting models and understand what fits your needs
- List three reasons to consider a selection process
- Understand how to set search priorities and determine whether to engage a search consultant
- Evaluate different models (RFI, RFP, interviews) for gathering information & set an evaluation framework
- State the core principles of an investment consultant search process
Location
Zoom (link will be emailed with registration confirmation)
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| 05/13/2024 |    |
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