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EVOLVE Philanthropy: THE “WINEY” MARKET
August 21, 2023 @ 4:00 pm - 6:00 pm
THE “WINEY” MARKET: CFWM’s Investment Strategy 101
Perfect for Donors, Fundholders, and Professional Advisors
Monday, August 21, 2023, 4:00 to 6:00pm
Description: Our investment team will pair an investment update with a local wine and cheese tasting. Our time together will feature an overview of our investment approach, asset allocation, and recent returns. There will be ample time to enjoy the fare and ask questions!
Facilitators: The Community Foundation’s Vice President for Finance Shannon Gurek and Chair of the Investment Committee Mauricia A. Geissler
Location: Mineral Hills Winery, Florence, MA
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