Association Investment in a New World of Politics, Policies and Possibilities


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(Available for viewing
until 02.21.2018)

$215.00 Association Investment: OnDemand Record (Active for 12 months after 2.21.2017)

Webinar Training Pass

$1397.00 The Association Webinar Training Pass (Includes 12 months of unlimited live and archived webinars)
Webinar Details

Subject: Finance


The Brexit vote and the U.S. presidential election have the potential to alter—dramatically—how associations should invest to protect portfolio value. So do upcoming elections in Denmark, France and Germany as well as the future of the Eurozone.

It’s critical for association fiduciaries to understand how to make the right decisions despite the vast uncertainties in today’s new world of politics, policies and possible outcomes.

Now, Association TRENDS has enlisted experts to help you prepare your own best approach to everything from risk tolerance and portfolio objectives.

Register now for Association Investment in a New World of Politics, Policies and Possibilities.

In this 90-minute webinar, you’ll benefit from the fiduciary and association expertise of two leading investment strategists. They’ll explain the explosion of possible outcomes recent US and overseas elections could trigger and the best way to adapt decision-making and portfolio construction in the dramatically changing economic landscape.

Practical suggestions for making good decisions.  With solid insights and balanced perspective on what has happened—and what to expect, these experts help clear away much of the uncertainty surrounding association investments decisions.  You’ll also have the chance to ask your specific questions during the Q&A portion of the webinar.

Reserve your space now for expert guidance on your association’s future investments:

  • What political and policy shifts could mean for particular industries—and association investors
  • How changes in the global economic landscape and market expectations could affect investment decisions in the year ahead
  • How to revisit risk tolerance, return objectives and portfolio construction
  • Practical strategies for fulfilling your fiduciary responsibilities.

Remember, as elections worldwide continue to change the investment climate, association fiduciaries must understand what has happened and what’s ahead.  Take this opportunity to get your own head start from experts in the field.

Register now for Association Investment in a New World of Politics, Policies and Possibilities.

Meet Your Webinar Leaders
Rob Olcott serves as Managing Director of ORION Investment Advisors, as well as Managing Director of the Olcott Consulting Group, which he founded in 1988. Before forming the OCG, he spent five years with Smith Barney where he founded the firms Association Services Department. Prior to 1983 Rob spent ten years with the National School Boards Association. He is ASAE’s 2016 recipient of the Academy of Leaders Award, the association’s highest honor for industry partners. He has served on several ASAE committees including Key Consultants Committee, Greater Washington Network, and the Finance and Business Council.

Who Should Attend
This webinar is of value to all trade associations, professional societies, other nonprofits and finance consultants in the association space. Attendees who will benefit most include:

  • CEOs
  • CFOs
  • Board chair
  • Board finance committee chair

Don't wait! Register your entire team today!

CAE Credits: All live webinar attendees are eligible for 1.5 CAE credit hours. Association TRENDS is a CAE Approved Provider. Our programs meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. We will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.whatiscae.org

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