Invest Like an Institution

Sep 19, 2019

6:00 pm - 8:30 pm

FS Investments - Navy Yard
201 Rouse Boulevard
Philadelphia, PA 19112

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Endowments and foundations have allocated to alternative investments for decades to diversify their investment portfolios and add return potential. In the past several years, individual investors have begun to employ alternative investments to meet today’s investment challenges.

Join us for a panel discussion on trends in institutional investing and what individuals may learn from how pensions, foundations and endowments allocate their portfolios.

Panelists include:
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Investment Officer, Mill Creek Capital Advisors
Robin WiessmannLR
Secretary of Pennsylvania Department of Banking and Securities
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Paula Campbell Roberts
Director, Global Macro & Asset Allocation Team, KKR

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This Month's Feature Sponsor

The Haverford Trust Company

 

The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.  Read more …..

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