Market volatility in 2025 has raised questions for many nonprofit and association leaders: are your reserves positioned to weather uncertainty? A well-designed investment policy doesn’t just guard against risk—it provides the structure and discipline needed to stay focused on long-term goals, even in turbulent markets.
Raffa, a fiduciary investment adviser and strategic partner to over 150 nonprofits & associations, will guide nonprofit financial leaders through practical steps to strengthen their investment approach. This session will highlight how thoughtful policies, and proactive practices can help your organization remain steady, resilient, and confident when markets fluctuate.
Highlights:
• Gain perspective on today’s market environment in the context of historical trends to support informed, balanced decision-making.
• See how structured investment policies create clarity and consistency in times of uncertainty.
• Explore guidelines for incorporating downside protection into your investment strategy.
• Learn how a disciplined rebalancing approach can help you stay on course through market ups and downs.
