Past Events
Past Events Yes You Can: inspired investing for tough times - webinar & call, November 17
On Monday, November 17, from 10 - 11:15am, the Women’s Foundation of California hosted a moderated conference call/webinar with some of the country’s leading experts on the economy, investment management and philanthropy.
Listen to the audio recording or download the PowerPoint presentation: PowerPoint Part 1 Amy Domini is Founder and CEO of Domini Social Investments, LLC., an investment management company. Its mission is to provide investment vehicles to the socially responsible investor. Current offerings include a domestic equity fund, a bond fund, a European equity fund and an insured money market account. Both the bond fund and money market account directly support community development financial institutions. The equity funds facilitate direct dialogue between corporations and activists by filing shareholder resolutions with certain portfolio companies. Amy has been associated with this firm or its products since 1991. Ms. Domini serves as a private trustee/portfolio manager with the Boston-based firm of Loring, Wolcott & Coolidge. At this firm, she works with high net-worth individuals and assists them in the management of their personal assets in individually tailored investment accounts. Ms. Domini has been associated with the firm since November 1987. Tracy Gary is a philanthropist, nonprofit entrepreneur and legacy mentor who has worked tirelessly to help others experience the joy of giving charitable dollars to causes they care about. Through her eighteenth start-up, a non-profit called Inspired Legacies, she consults with a diverse range of organizations to improve and expand philanthropy and volunteerism. Her latest venture is the Tipping Point Fund for which she is raising $20 million to shift poverty and the environment. She has appeared on The Today Show and Oprah Winfrey and been interviewed by The Washington Post, NPR, Time, The International Tribune, among others. Ms. Gary is the author of Inspired Philanthropy: Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy (published by Jossey-Bass, Nov. 2007 and available from www.inspiredlegacies.org). Inspired Legacies is based in Houston and Northern California. Deborah Reed is an associate director of research and senior fellow at the Public Policy Institute of California (PPIC). Deborah was previously PPIC’s director of research and the first recipient of the Thomas C. Sutton Chair in Policy Research. She has research expertise in poverty, income inequality, education, and labor markets in California. Her recent publications include studies of California’s future workforce needs, poverty measurement and intergenerational progress among immigrants. Before joining PPIC, she was an adjunct professor of economics at the University of Michigan and a consultant for the World Bank. She holds a Ph.D. in economics from Yale. |
This election made the economy the Number 1 issue. In spite of economic uncertainty, many of us are beginning to plan for the holidays and our year-end giving. How can you make the right moves in a volatile economic climate?
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