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GRAYSTONE CONSULTING NOT-FOR-PROFIT FIDUCIARY INSTITUTE
Graystone Consulting

September, 2012

 

NOT-FOR-PROFIT FIDUCIARY INSTITUTE

The Fiduciary Institute is a program designed for officers, directors and

trustees who wish to enhance their contributions to the nonprofit institutions

they serve.

Fiduciary Institute participants will gain valuable insights into the

establishment of best practices and procedures. This event will provide

opportunities to explore current investment, legal, accounting, and

fundraising trends that affect the Foundation and nonprofit community.

 

HOSTED BY:

Graystone Consulting – Houston

SPONSORED BY: Skybridge Capital

DATE: Wednesday, October 3, 2012

TIME: 3:20 – 5:30 PM

PLACE: Westin Galleria, Plaza 1

5060 West Alabama

Houston, TX 77056

 

RSVP:

REQUIRED BY Friday, September 28, 2012 to elese.jackson@morganstanleygraystone.com or 713-499-3019

Guests are welcome.

 

AGENDA:

3:20 PM Registration

“Demystifying Hedge Funds”

Victoria Polinski & John L. Langston

Vice President – Investments Director

Senior Investment Management Consultant Global Platform Distribution

Graystone Consulting Skybridge Capital

 

“The Opportunities and Challenges of Good Governance”

Lesley Briones, J.D.

Vice President for Foundation Management and General Counsel

Laura and John Arnold Foundation

 

“The Landscape of Southwest Giving”

Lucille DiDomenico

Executive Director

Conference of Southwest Foundations, Inc.

 

“Finding Return in a Low Interest Rate Environment”

Norman E. Nabhan

Managing Director, Institutional Consulting Director

Graystone Consulting

 

5:30 PM Reception to follow

Graystone Consulting – Houston 5051 Westheimer Road, Ste 2100, Houston, TX 77056

thekelseygroup@morganstanleygraystone.com Visit us at: http://institutionalconsulting.citi.com/thekelseygroup

The guest speaker is neither an employee nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the guest speaker are solely his own and do not necessarily reflect those of Morgan Stanley Smith Barney. (Add if applicable) Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions as Morgan Stanley Smith Barney and its Financial Advisors do not provide tax/legal advice. Fiduciary Institute is not an Educational Institution.

Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment.

Alternative investments are suitable only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite

period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss.

Funds of funds typically have higher fees than single manager vehicles as they are subject to an additional layer of fees charged by the fund of funds manager. Alternative investments involve complex tax structures, tax inefficient investing and delays in distributing important tax information.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing.

Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.

Her recent commitments have been to

Interfaith Housing Coalition (Dallas), past

Board Chair, and the Forum of Regional

Associations of Grantmakers (past Vice

Chair). DiDomenico was inducted into the

Leadership Texas Alumnae Association

Hall of Fame, as the Dallas Woman of

Distinction in 1997, the first year the

organization conferred the honor.

DiDomenico holds a Bachelor of Arts

from Hunter College in New York City

and a Master of Arts from Miami

University in Ohio.

 

Norman E. Nabhan is an Institutional

Consulting Director of Graystone

Consulting based in Houston, Texas. He

has more than thirty years of experience

helping institutional investors design

spending and investment policy, asset

allocation strategies, select appropriate

investment management firms and

conduct regular rebalancing and portfolio

reviews. He served as President of

Citigroup Investment Advisory Services

(CIAS) which managed $6 Billion in

assets in a discretionary manager of

managers program and $10 Billion in

assets in series of registered mutual funds

managed by independent managers. He

has completed the course of study at the

Wharton School of Business offered in

conjunction with the Investment

Management Consultants Association that

has resulted in certification as a Certified

Investment Management Analyst (CIMA).

He has also completed the Accredited

Investment Fiduciary (AIF) certification

granted by the Center for Fiduciary

Studies. Mr. Nabhan is a graduate of

Purdue University with a B. A. His

Professional associations include the

Investment Management Consultants

Association, where he has been conferred

the title of Director Emeritus. He is

currently President of the Association of

Professional Investment Consultants. He

has served as a Director and National

President of Sigma Phi Epsilon Fraternity.

He served on the Alternative Investment

Advisory Board for the Purdue University

Endowment. He has been a speaker at

numerous industry and Philanthropic

Conferences. He has also appeared on

CNBC.

 

Victoria Polinski has over 16 years of

institutional consulting experience. She

began her financial services career after

graduating from the University of

Memphis with a BBA in Finance. She

earned her professional designation of

Certified Investment Management Analyst

(CIMA) through Wharton School at the

University of Pennsylvania, and is an

active member of IMCA. In addition to

being involved in designing and

implementing investment strategies for

institutional investors, she has

been involved on steering committees and

focus groups within Graystone Consulting

to enhance and improve analytical

systems. Vicki is a member of and

formerly served on the Board of Directors

of the Association of Professional

Investment Consultants, and chaired their

annual conference in 2010. She attended

the Barron’s Top 100 Women Advisors

Summit in 2009 where she was a featured

speaker. She has also completed the

Accredited Investment Fiduciary (AIF)

certification at the Center for Fiduciary

Studies. Vicki currently serves on the

Board of the Kelsey Research Foundation

where she is chair of the finance

committee.

 

Lesley Briones is responsible for overseeing

the Laura and John Arnold Foundation’s

legal matters and assisting the President

manage the Foundation’s day-to-day

operations. Before joining the Foundation,

Lesley was an attorney at Vinson & Elkins,

LLP, where her practice primarily focused

on tax-exempt organizations. She assisted

both public charities and private foundations

with formation and compliance matters.

Lesley holds degrees from Yale Law School

and Harvard University. At Yale Law

School, she represented indigent defendants

through the Criminal Defense Clinic,

assisted domestic violence victims through

the Temporary Restraining Order Project,

and studied incarceration conditions through

the Green Haven Prison Project. Before

becoming a lawyer, Lesley taught at-risk

public high school and middle school

students in Laredo, Texas, on the United

States-Mexico border. She was also a Rotary

International Cultural Ambassador to Italy

and a Rotary Youth Ambassador to both

Argentina and Spain. Lesley currently serves

on the Advisory Board for the Bi-National

Center for Research, Education, Leadership

and Public Service at Texas A&M

International University.

 

Lucille DiDomenico is a proven leader in

both professional and philanthropic

endeavors. Before joining the Conference,

she served for six years as executive director

of Help Is Possible, Inc., a residential and

outpatient substance abuse treatment center

in south Dallas; five years as President and

CEO of the Houston Chapter of the

American Institute of Banking, an

association of financial institutions

providing education and training to officers

and staff of 400+ members in Texas; three

years as Division Director for RepublicBank

Houston; and ten years as Program Director

for VGS, Inc., a United Way agency in

Houston. Her strong leadership abilities,

coupled with her genuine concern for others,

has inspired DiDomenico to devote time as a

volunteer, board member and officer to

many agencies including the YWCA of

Metropolitan Dallas (2000-2002 President),

and Leadership Texas Alumnae Association

(1995 President).

The guest speaker is neither an employee nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the guest speaker are solely

his own and do not necessarily reflect those of Morgan Stanley Smith Barney. (Add if applicable) Individuals should consult with their tax/legal

advisors before making any tax/legal-related investment decisions as Morgan Stanley Smith Barney and its Financial Advisors do not provide tax/legal

advice. Fiduciary Institute is not an Educational Institution.

Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment.

Alternative investments are suitable only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite

period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss.

Funds of funds typically have higher fees than single manager vehicles as they are subject to an additional layer of fees charged by the fund of funds

manager. Alternative investments involve complex tax structures, tax inefficient investing and delays in distributing important tax information.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing.

Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.

 



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