02.04.2026
Frank Valle Speaking at 2026 SACUBO Annual Convention 4/21
On Tuesday, April 21, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College…
On Wednesday, May 24, Jesus Jimenez will be speaking at Chicago Latinos in Philanthropy’s Let’s Talk About Grantmaking event, “Everything You Ever Wanted to Know About Endowments But Didn’t Know How to Ask!” in Chicago.
Jesus will be a featured speaker at the event, providing insights into Marquette’s approach to customizing investment programs that balance the use of traditional and alternative investments while factoring in the demands of an institution’s spending policy, cash flow needs, and operating budget. The event is described as follows: Let’s get into the weeds of the relationship between investments, endowments, and payouts. How do investment decisions get made? What’s the 5% payout all about? How do spending policies differ across foundations? What role do power dynamics play?
Chicago Latinos in Philanthropy promotes professional development, career advancement, and knowledge sharing within the Latino philanthropic community to deepen the expertise of members in the issues affecting the Latino community, foster collaborations, and effectively respond to the needs of the community. For more information, reference their LinkedIn page.
02.04.2026
On Tuesday, April 21, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College…
02.04.2026
On Tuesday, April 28, Stephanie Osten and James R. Wesner, CFA will be speaking at…
03.30.2026
On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…
01.05.2026
On Wednesday, January 28, Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast…
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
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