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2015 FIA Conference for Nonprofit Organizations October 1, 2015 EVENT AGENDA 10:15 am – 10:45 am: Registration 10:45 am – 12 pm: Panel Discussion: Market Outlook Impact on Nonprofits (B6 Assembly Room) Moderator: Mac MacLellan- President and Chief Executive Officer, Wealth Management, Central Region, Northern Trust • Carl Tannenbaum- Chief Economist, Northern Trust • Jim McDonald- Chief Investment Strategist, Northern Trust Carl will provide a general outlook on the current state of the economy and Jim will provide comments that focus on the current state of the financial markets and the implications for nonprofits.. Odom, JD, CFP- National Director of Wealth Transfer Services, Northern Trust 1:30 – 1:45 pm: Break 1:45 – 2:45 pm: Panel Discussion: Alternatives Private Equity Investing Moderator: Thomas Kirkenmeier, Senior Vice President and Senior Investment Officer - Foundation Institutional Advisors, Northern Trust • Braden Waverley- General Manager, ABW Holdings, LLC DuPage Community Foundation • Robert Morgan- Managing Director, 50 South Capital Private equity’s unique risk and return characteristics can potentially enhance long-term capital growth and portfolio diversification..
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