Nov
01
November 01, 2017
4:00PM - 5:30PM
2017-11-01 4:00PM 2017-11-01 5:30PM America/New_York Nonprofit Education Series - Investment Briefing Private

Nonprofit Education Series - Investment Briefing

You are invited 

 to 

 

Nonprofit Education Series

Investment Briefing

 

Join us 

for refreshments and a presentation from our new investment manager,

Victor T. Livingstone, who will lead a discussion about the economic forecasts & capital markets outlook and review the Foundation's investment

strategy & portfolio.

 

.

Wednesday, November 1, 2017
Community Foundation for Palm Beach and Martin Counties

J. Ira and Nicki Harris Family Community Room

4:00-5:30 p.m.

Speaker: Victor T. Livingstone 

 

Victor Livingstone is a managing director and senior institutional consultant with Morgan Stanley's Private Wealth management division. He is based in Morgan Stanley's Boston Complex and leads a team of 4 investment professionals. Victor and his team provide institutional consulting and advisory services to a wide range of clients including: non-Profit organizations, endowments, foundations and wealthy families. The team oversees investment assets in excess of $3 billion including traditional equity, fixed income and alternative investments.

 

Originally from Boston, Victor has spent 28 years working in the investment industry. After graduating with honors with a BA in Economics from the University of Vermont.Victor is a member of the board of advisors at the University of Vermont School of Business Administration, UVM Leadership Counsel, and a member of the board of trustees at The Pingree School in Hamilton, Massachusetts where he also sits on the investment committee. Victor and his wife, Laura, have three sons and live in the Boston area.


Category Tag(s): Nonprofits