New Investment Reporting Dashboard Software Review — Webinar

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New Investment Reporting Dashboard Software Review — Webinar

June 10, 2020 @ 12:15 pm - 1:15 pm

Does your organization struggle with monitoring a complicated investment program?  Having several investment managers, multiple accounts with unique objectives or timeframes, and various actual investments can make oversight difficult and clarity hard to come by.  That said, having a complex investment setup doesn’t mean that supervision needs to be complex as well.

In this session we’ll review Black Diamond, a powerful online portal and dashboard that displays the information you and your stakeholders need to make informed decisions.  We’ll review how the portal can help bring transparency, clarity, and accountability to your organization’s investment program, no matter how complicated it may be.  When your monitoring process is streamlined and clear, you are able to focus on what matters most.

Presenters: Dennis Gogarty, President, and Ryan Frydenlund, Senior Portfolio Manager – Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1 hour
Type of Delivery Method: Group-Internet
Learning Objectives: Nonprofit senior executives will become aware of a new online dashboard and service to support their oversight and decision making related to their investment reserves.
Program Level: Intermediate
Prerequisites: NONE.
Advanced Preparation: NONE.
Webinar: Yes

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Marcum LLP
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