Webinar: How to Create Effective Investment Policies for Associations

Published by Colorado Society of Association Executives

register for the webinar

What You Will Learn:

• Determine best practices to support volunteers in their oversight and decision making related to their investment reserves.
• Identify how to instill discipline and remove emotion from the investment decision making process through key investment policy provisions.

Presenters: Ryan Frydenlund, CIMA, CIPM
Ryan Frydenlund is Raffa Investment Advisers’ Director of Operations and ensures that clients receive an extraordinary level of service. Ryan has lectured or been quoted on issues impacting nonprofit & association investing for the following organizations: Marcum’s Nonprofit Learning Community, the American Society of Association Executives (ASAE), Association Forum, CalSAE, and Association TRENDS.

Dennis P. Gogarty, CFP, AIF
Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Investment Advisers in 2005. He has served as the firm’s President and lead investment adviser representative ever since. Dennis is a past Chair of the American Society of Association Executives (ASAE) Finance Section Council. 

Mark P. Murphy, CFA
Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. Mark supports all areas of the firm’s analytical and due diligence processes and leads and develops the firms overall investment strategy. Mark has been with Raffa Investment Advisers since 2010. Mark has lectured on issues impacting nonprofit & association investing.

$45 for Members
$75 for Non-members