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Event Details

Tuesday, February 12, 2019
11:30 AM - 01:30 PM

The City Club of San Francisco
155 Sansome Street
Library Room, 9th Floor
San Francisco , CA 94104 View map

Questions?Contact: Amanda Vergara avergara@rina.com
925-627-2829

Register Now

Mitigating Operational Risk Using a Proactive Investment Strategy

Please join us at our Nonprofit Roundtable Series Event, "Mitigating Operational Risk Using a Proactive Investment Strategy and Optimizing Idle Working Capital." Using National Aids Memorial Grove as a case study, Dhaval Patel will cover topics like:

  • Budgeting for Investments
  • Investment Policy Statement
  • Asset Allocation (Risk Capacity vs. Ability - Balancing Wants and Needs)
  • Liability-driven Investing

Our Speaker:

Dhaval Patel - Investment Manager, Tides Foundation
Dhaval manages Tides' Foundation's $500M impact-only portfolio invested across the entire spectrum of asset classes. In his capacity as the Investment Manager, Dhaval is also responsible for advising clients like Google, Twilio, Wikimedia, Ending Pandemics, and National Aids Memorial Grove on their philanthropic, operational, and investment management strategies. Prior to Tides, Dhaval oversaw NORCAL Mutual's $1.5B portfolio within the insurance vertical. Dhaval has an undergraduate degree in Computer Engineering from the University of South Florida and an MBA from the University of Washington. He's also a CFA charterholder.

Agenda:

11:30 Registration & Networking
12:00 Lunch & Presentation

Space is limited, so reserve your spot today! This is a complimentary seminar so please be mindful to let us know if you RSVP and cannot attend. When you register, you will receive a confirmation email. If you do not receive one, please contact Amanda Vergara.