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Managing Investment Risk Webinar

Date:
December 10th, 2019
Time:
2:00PM to 3:00PM
Location:
Your Desk/Computer! Zoom information will be provided
Audience:
All, Consultant, Grantmaker, Grantseeker, Nonprofit, Philanthropic Advisor
Event type:
Best practices
Base fee:
$0

The webinar is designed to help participants:

  • better prepare to implement investment strategies consistent with the mission, risk tolerance and liquidity needs of their organizations
  • learn about different risks that are embedded in their endowment portfolios and manage them accordingly
  • develop tools to better communicate with their investment managers. Worrying, then acting, before a market downturn should help foundations endure it better.

Presenter:

Steven Dray, Chief Investment Officer 

Zevin Asset Management

 

As Zevin Asset Management’s chief invest­ment offi­cer, Steven chairs the Invest­ment Com­mit­tee and coordinates its work. Within this group he con­tributes to the macro­eco­nomic sce­nar­ios, asset allo­ca­tion, and secu­rity selec­tion deci­sions made on behalf of all firm clients. He also man­ages invest­ment port­fo­lios and rela­tion­ships for indi­vid­ual and insti­tu­tional clients at the firm. Creatively navigating the financial challenges that his clients face brings Steven great professional satisfaction.

Before join­ing Zevin Asset Man­age­ment in 2016, Steven was a senior port­fo­lio man­ager over­see­ing separate account port­fo­lios and mutual funds at AlphaOne Cap­i­tal in Boston. He enjoyed long-tenured relationships with those same clients back to 2001, while at sis­ter com­pa­nies David L. Bab­son and Oppen­heimer­Funds. Prior to earn­ing his MBA in Finance at Indi­ana Uni­ver­sity, Steven taught Eng­lish as a Sec­ond Lan­guage in Costa Rica and worked in the engi­neer­ing field ana­lyz­ing fiber optic com­mu­ni­ca­tions. He received his BS in Elec­tri­cal Engi­neer­ing in 1991 from Tufts Uni­ver­sity. Steven takes pride in having achieved the designations of both a Chartered Financial Analyst (CFA) and a CER­TI­FIED FINAN­CIAL PLAN­NER™ pro­fes­sional, a testament to his commitment to be proficient in both the master plan of a client’s portfolio, as well as the investment outlook and individual security selection which generate a portfolio’s success.

Steven is a mem­ber of the CFA Soci­ety Boston, the Char­tered Finan­cial Ana­lysts Insti­tute, and the Boston Estate Plan­ning Coun­cil. He has served as a board mem­ber of Indi­ana University’s Reese Invest­ment Fund for over 18 years and is a for­mer board mem­ber of Lead­ers of Tomor­row, Inc., a non­profit that closely sup­ports at-​risk youths in the Allston-​Brighton com­mu­nity. Steven cher­ishes fam­ily time spent with his wife and teen daugh­ter and son. His life passions are playing soccer and world travel, and he devotes meaningful time to social justice initiatives, especially around immigration.

Registration type: 
Normal registration

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