December 09, 2020

Investing for the Common Good

The Community Foundation for the Greater Capital Region’s Board of Directors invites you to listen to a conversation about the preservation and growth of our region’s charitable resources.

Effective stewardship of philanthropic assets is key to the Community Foundation’s ability to fulfill its mission to collectively invest our region’s charitable resources, to grow these resources over time, and to serve the community forever.

We hope that you will enjoy this recording of the program which will introduce you to our investment managers from Prime Buchholz, LLC. The program provides an overview of our investment philosophy and the priorities identified for 2020, and shares the Foundation’s direction and investment strategy moving into 2021.

Presenters include Foundation leadership, including members of the Finance and Investment Committee; and Kate Dumas, CFA, and Brian Pimentel, CAIA both principals with our investment advisory team, Prime Buchholz, LLC.