Register for this Informative Webinar:
Friday, March 18, 2011
1:00-2:00 p.m.
Investment process and policies
Investment performance
The how and why of the portfolio structure
Answers to your questions
with
Ann Goodbody, Berkshire Taconic Investment Committee Chair
Jill Gellert, VP Finance & Administration
Tom Lupone of Prime, Buchholz & Associates, Inc.
Prime, Buchholz & Associates, Inc. is a nationally recognized leader in
independent advisory services to nonprofit institutions.
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Who Should Attend?
Those with Berkshire Taconic Funds
Attorneys & CPAs
Non-profit Board Members
Anyone interested in learning more about our investment portfolio
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Berkshire Taconic ranks in the top quartile nationally of
community foundations for investment performance
