Asset and Portfolio Management: Finance Affinity Group

  • April 24, 2018
  • 9:00 AM - 10:30 AM
  • PKF O'Connor Davies, 500 Mamaroneck Avenue Harrison, NY 10528
  • 5

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Five Steps to Designing Investment Policy and Finding Your Investment “Comfort Zone”

Designing a proper investment policy for your organization can be difficult if you don’t know where to start.  But it doesn’t need to be.  By following five basic steps, you can develop and implement a prudent and customized investment policy for your organizational finances that align with your nonprofit’s objectives.  Todd Rebori, a principal at New York-based Registered Investment Advisor, AtwoB, will walk you through a five-step approach to finding your investment “comfort zone” and implementing an investment policy and process with confidence.  The seminar will cover:

Step 1:  Choosing the Right Partner – Fiduciary vs. Non-Fiduciary Advisory Models
Step 2:  Adopting Your Investment Philosophy – “Control the Controllable”
Step 3:  Finding Your Investment “Comfort Zone” – Balancing Risk and Reward
Step 4:  Designing Your Investment Policy – A Portfolio-Based Approach
Step 5:  From Plan to Action - Investment Implementation and Monitoring

    Please join us on April 24th if you are interested in learning more about designing a customized investment approach to serve the distinctive needs of your organization.

    About Todd Rebori and AtwoB

    Todd Rebori, Chartered Financial Analyst®, is a principal at AtwoB (www.today2b.com) and has been working in the wealth and asset management industry for 17 years.  Todd and Michael Tom, the founding partners of AtwoB, established the business to provide integrated investment, financial, and tax planning services to a broad-based demographic of families and institutions that are typically underserved by the wealth management industry.  They have followed-through on their pursuit by strategically building a diverse base of clients across generations with different investment and financial planning needs while providing the individualized attention that they believe each client deserves.

    Todd was previously the Chief Investment Officer at Clarfeld Financial Advisors, a premier wealth management firm in Tarrytown, NY.  At Clarfeld, Todd was responsible for setting the firm’s overall investment policy and portfolio strategy, conducting asset class and manager research, and broadly communicating the firm’s investment outlook to the firm’s high net worth client base.  Before joining Clarfeld in 2008, Todd spent six years at Brown Brothers Harriman as a fixed income portfolio manager and product manager where he was responsible for managing portfolios for large and mid-sized institutions and positioning the firm’s fixed income offerings in a competitive institutional marketplace.  Todd earned a BBA in Finance from the University of Notre Dame. 


    Sponsored by:

    @ 2017 Nonprofit Association of Westchester, Inc. 

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