2025 Economic and Capital Markets Outlook
What can you expect in today’s macroeconomic and capital markets environment? It is the question on the minds of many nonprofit executives striving to successfully navigate their organizations in the near-term and into the future. Hear from Andrew Bishop, a national director in Bernstein’s Wealth and Investment Strategies group, who will share their firm’s latest perspective. He will touch on the challenges and opportunities presented by the interest rate environment, proposed policy implications, and market expectations. Have your questions ready and please join us for what should be an insightful and engaging discussion on the economic and investment landscape for nonprofits.
Learning Objectives – attendees will:
o Review market environment and potential path(s) forward
o Understand proposed economic policy and implications
o Establish framework for investment reserves
o Committee action items for consideration
Andrew Bishop, Strategist, Bernstein
Andrew is a Director in Bernstein’s Wealth and Investment Strategies Group. As a Director, he consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. These topics include planning for the sale of a business, managing executive compensation awards, trust and estate planning techniques, charitable planning vehicles, tax management strategies and investment management strategies for nonprofits. Andrew graduated from Purdue University in West Lafayette, Indiana, with a BS in accounting and a minor in finance. He is a CFA charterholder since 2012.
When: Wednesday, January 15, 2025 | 11:30 am - 1:30 pm
Networking 11:30 am
Lunch 12:00 pm
Presentation 12:30 - 1:30 pm
Where: PNC Bank | 800 17th Street NW, Washington, DC 20006
* Please bring an ID for check-in at the lobby. *
Parking: There are nearby parking garages as well as limited metered street parking.
Metro: Farragut West
FAR members, please make sure to log in to the FAR website to receive FAR member registration options.
This program is approved for CPE and CAE credit.
CAE:
CPE Field of Study:
