*This session has been cancelled.

Featured Speaker: John Coates (PNC Bank)

It’s been more than 10 years since an economic recession, raising the likelihood that the next one may happen soon. There are certain things that nonprofit organizations can do to prepare for coming turbulence, from both an operational and investment standpoint. This session will discuss best practices to prepare well for the next crisis.

About the presenter: John P. Coates, CFA, CAIA, is a PNC Bank Vice President and Sr. Institutional Client Advisor who coordinates delivery of products and services to clients. His key responsibilities include maintaining close working relationships with clients as the single point of contact for all matters related to their investment portfolios and supporting new business opportunity development. John’s client base includes foundations, endowments, corporate reserves and defined benefit plans across many industries and interests.

John has over 24 years of investment industry experience. Prior to joining PNC in 2015, he worked for Franklin Templeton Investments, where he held a number of roles, most notable were co-manager of global equity portfolios, global fixed income portfolio manager, director of portfolio analytics and global bond and foreign exchange trader. He has been a guest speaker at numerous investment and economic forums, which have included the Florida Chamber of Commerce Economic Summits and CFA Society of South Florida.

John earned a Bachelor of Science degree in finance and management from the Florida State University and an M.B.A. from Florida Atlantic University. In addition, he holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He is also a member of Class XXXIII of leadership Broward, CFA Society of South Florida and CAIA Miami.

UpstART Workshop

Suggested for: finance, executive, development, board of directors

Location