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The Importance of Governance During Volatile Markets
Building a solid foundation of governance becomes even more important during turbulent times. During this webinar, Nikki Kraus and Valentina Glaviano, co-authors of Endowment Management for Foundations and Nonprofits, will outline ways foundations and nonprofits can help to ensure that they successfully navigate these times. Please join Nikki and Valentina as they discuss:

• Key considerations for various types of asset pools and the different needs of each.
• Best practice recommendations to build a solid foundation of good governance, trust, and communication.
• Considerations as you build your investment committee including, the optimal size and backgrounds of members, and how to increase diversity.
• Recommendations for creating the optimal investment policy statement (IPS).
• A roadmap for aligning your portfolio with your mission, and for addressing diversity, equity, and inclusion.
• Factors to consider as you build the strategic asset allocation.
• Risk management considerations.

00:48:00

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Speakers

Nikki Kraus, CFA
Chief Client Officer @Strategic Investment Group
Nikki is responsible for developing and optimizing client relationships and driving the firm's marketing strategy. She also serves as a member of Strategic's Board of Managers. She has 28 years of experience in the OCIO industry having most recently served as Director of Institutional Business at Hirtle, Callaghan & Co., where she attracted and serviced a broad range of clients. Before that, she held various positions at SEI Investments Company working with OCIO clients. She has extensive experience advising investment committees, to whom she is often asked to provide insights on best practices and governance. Nikki serves on the Investment Advisory Subcommittee of the John Templeton Foundation. She also serves on the U.S. Impact Committee for 100 Women in Finance and as a mentor for Girls Who Invest. Nikki is the co-author of Endowment Management for Higher Education and Endowment Management for Foundations and Nonprofits, publications released by AGB.
Valentina M. Glaviano, CIMA®
Managing Director, Client Development @Strategic Investment Group
Valentina is responsible for building new client relationships. She has over 35 years of experience working in investment management holding senior leadership positions at Guggenheim Investments, iShares, and Lazard Asset Management. She is a member of Strategic’s Diversity, Equity, and Inclusion Committee, a cross-functional team that works to develop and retain diverse talent both within the firm and within the financial industry, to encourage and evaluate diversity within our sphere of influence (our firm, our managers, our vendors), and to foster an equitable and respectful work environment throughout the firm. Prior to joining Strategic, she was a Director at Covariance Capital Management, formerly a subsidiary of TIAA Endowment & Philanthropic Services. Valentina has also been elected as a member of the International Women’s Forum.