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Technical Tuesday
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 Export to Your Calendar 9/22/2020
When: Tuesday, September 22, 2020
12:00 PM - 12:45 PM
Where: Virtual Meeting (Zoom)
United States
Contact: PGGNE
781-647-4343


Online registration is available until: 9/21/2020
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*IMPORTANT REGISTRATION NOTICE*

Through the end of 2020 PGGNE will be offering more opportunities to learn and connect! Every month, in addition to our Monthly Meeting, we will separately offer case-studies on gifts called Technical Tuesdays and a PGGNE Social Hour. Registration for any individual PGGNE event: Monthly Meeting, Technical Tuesday or PGGNE Social Hour now includes automatic registration to ALL programs held in that program month. 

 

Register Speaker Bio Fees Policies

 

Meeting Details

12:00 PM - 12:45 PM

Market Volatility & Charitable Remainder Trusts 

Delizia Bouafi, Vice President, State Street Global Advisors

 

When 2020 started no one could have predicted how Covid 19 would have impacted markets and more importantly how quickly the markets would sell off. The risk off environment, not only lead to nervous investors but more importantly to nervous donors as well. If you are in the planned giving space, being able to talk to current and future donors is an important focus and need in times of market turmoil. Market volatility is not new to equity markets. In the past 20 years we have experienced three major market events: COVID, Global Financial Crisis, and the DOT.COM bust. All three produced high levels of market volatility and with it donor anxiety. We will walk you through ways to think about market volatility as it relates to charitable remainder trusts.

 


 

About the Speaker

Delizia Bouafi is a Vice President of State Street Global Advisors and a Senior Portfolio Manager in the firm's Investment Solutions Group. She is responsible for developing and implementing tactical and strategic multi-asset class solutions for institutional clients. Del is a member of the portfolio management team dedicated to SSGA's Charitable Asset Management (CAM) where she is responsible for setting asset allocation strategy and managing charitable gift portfolios for all CAM clients.

Del has been working in the investment industry since 2001 and has held various roles in her 19 year tenure at State Street Global Advisors. Her most recent role was as member of the Global Active Quantitative Equities team covering both developed market and emerging market equities. In that role, she was responsible for portfolio management, research, product development and positioning across multiple strategies within this group.

Del earned her bachelor’s degree in Finance from Bentley University.


 

THIS MEETING WILL BE VIRTUAL

The health and safety of PGGNE’s membership, guests, and speakers continues to be our top priority. All Fall 2020 events will be held virtually via the Zoom online platform. This allows you to view the sessions on the meeting date from the convenience of your office or home. Meeting recordings and handouts cannot be guaranteed. Registrants will receive an email from PGGNE at least two days prior with the individual Zoom link.

 


 

Fees

Payment is due upon registration via a credit card.

Register by 5:00 PM 9/21/2020
Non-profit Member* .......... $0.00
Allied Professional Member* ........ $0.00
Non-profit Associate .......... $75.00
Allied Professional Associate ........ $75.00
Guests / Non-members .......... $75.00
 AFP MA Members ..........  $50.00, Use Code "AFPMA"

 

*As a Member benefit, if you cannot attend a Monthly Meeting a colleague from your organization may attend in your place -- as a meeting Substitute. If you know you cannot attend in advance, your "substitute" should register for the meeting using their contact information and follow instructions for substitutes within the form to remove their fee.

 


 

Policies

Registration Policy

Registrations must be received by 5:00 PM Monday, September 21, 2020. Once registration is closed it will state CLOSED within the meeting Program Calendar listing.

  

Refund/Cancellation Policy

Cancellations are required by 5:00 PM Monday, September 21, 2020. In accordance, only refund requests received by this time will be granted. Email your cancellation/refund request to info@pggne.org. All emails received will be acknowledged.


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