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2021 NBOA ANNUAL MEETING: HEALTHY INVESTMENT DIALOGUE DURING TIMES OF UNCERTAINTY WEBINAR

FEG’s Rick Grzymajlo walked 2021 NBOA Annual Meeting attendees through creating Healthy Investment Dialogue During Times of Uncertainty. We are happy to offer the presentation recording – click below to watch!

Highlights from the presentation include:

  • How periods of high market volatility and uncertainty, like those during the COVID-19 pandemic, often provoke anxiety and emotional decision-making.
  • Best practices that can help manage short-term demands while planning for future needs during volatile times.
  • Guidelines for effectively communicating with fiduciaries (e.g., board members, investment committee members, and faculty).

 

Download a one-page summary of actionable takeaways here.

 

Healthy Investment Dialogue in Times of Uncertainty