TRENDS & PERSPECTIVES
EVENTS
2011
John Przybylski moderated a BPART panel discussion at the annual luncheon
The Boston Philanthropic Advisors Round Table annual luncheon featured a 3 person panel discussion on Effective International Philanthropy.
John LaPann spoke at the Innovation and Growth Forum held in Boston
John was joined by Rick Adkins from Arkansas Financial on an advisor panel about Targeting Clients by Market Segment at the recent Innovation and Growth Forum.
John LaPann spoke at the NISE! 21st Century Economy Business Summit
John spoke about The Role of Impact Investing in a Sustainable Economy: The Business Case at NISE!'s recent Business Summit.
Federal Street was honored to sponsor the Maine Philanthropy Center's Annual Meeting
Every other year, the Maine Philanthropy Center hosts an Annual Meeting that is open to its grantmaking members and to the public.
Federal Street Sponsored the Social Impact Exchange 2011 Annual Conference
This conference, focused on Scaling Impact, convened funders, social investors, philanthropists, and advisors.
Foundation Investments 101: What You Need to Know & Why
Jennifer Murtie, our Director of Foundation Services, and Pamela Maksy, Financial Services Manager and Treasurer at GMA Foundations led a discussion for foundation trustees and staff.
John LaPann was Keynote Speaker at The IFG Wealth Management Forum 2011
IFG's Wealth Management Forum provided a unique platform for investment decision makers from single and multi-family offices to engage in vibrant benchmarking sessions and gain practical solutions and best practices to achieve optimal portfolio returns.
Federal Street was Lead Sponsor at Confluence Philanthropy's Practitioners' Meeting
Federal Street was honored to be the Lead Sponsor Confluence Philanthropy's Practitioners' Meeting which brought together grantmakers seeking to build the effectiveness of philanthropy through the field of mission related and impact investing.
Federal Street hosted dinner discussion at Council on Foundations conference
At the 2011 Family Philanthropy Conference, the Council offered a special opportunity called Dinner and the City. Federal Street's dinner featured a conversation about Mission Related Investing and was held at Park Avenue Restaurant.
Jennifer Murtie spoke at the Next Generation Retreat
The Retreat was held prior to the Council on Foundations 2011 Family Philanthropy Conference. The Retreat was for Next Gen-ers as they step into roles as trustees and professional staff of their family philanthropies.
2010
Randy Hustvedt spoke at the Social Capital Markets 2010 Conference
Her panel, The Lessons of Behavioral Finance: Understanding & Overcoming Barriers to Impact Investing, was part two of a six part series in the Tactical Philanthropy track at the Social Capital Markets Conference.
John LaPann spoke at More for Mission: Expanding the Field
More for Mission's 2010 Conference was an invaluable forum for information sharing on mission investing. John served on the Relationship with Consultants - Friend or Foe panel.
Federal Street was honored to sponsor and speak at the Take Action! Impact Investing Conference in Boston
Over the past three years, the Take Action! Impact Investing Conference Series has established itself as the premier venue in the United States for intimate and proactive peer conversations with professional decision-makers and institutional asset managers on impact investing.
Beyond the Documents: The Human Dimensions of Wealth
The human dimensions of the legal and financial choices our clients make are more likely to affect their happiness than the financial and legal plans we help put in place.
Jack Be Nimble, Jack Be Quick: Why What You've Read About Hedge Funds is Wrong
Ben Deschaine, Senior Research Analyst at Federal Street and Kevin Kenny, Managing Partner at The Emerging Sovereign Group discussed hedge funds and the myths surrounding them in an informal evening seminar of professional advisors in New York City.
Living in a Material World: Socially Responsible Investing (SRI) Takes on Wall Street
Emily Bannister, a Senior Research Analyst at Federal Street Advisors and Geeta Aiyer, Founder, President, and CIO of U.S. Strategies at Boston Common Asset Management discussed what SRI means, how it has evolved, and whether it is right for investment portfolios.
Behavioral Finance: An Overview
As part of the Boston Foundation's Advisor Seminar Series, Randy Hustvedt, a Principal at Federal Street Advisors, co-lead a discussion about behavioral finance with Beth Milkovits the Director of Development at The Boston Foundation.
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Leading Women Entrepreneurs Series: Entrepreneur CEOs Working Their Social Mission
Federal Street Advisors was the Special Event Sponsor for the Simmons School of Management Alumnae Association (SOMAA) and the SOM Entrepreneurship Program event where three CEOs explored how they create value in their businesses through financial success and social action.
Leading Women Entrepreneur Series: The Daughters of Family Business
Randy Hustvedt, Principal, Federal Street Advisors and Stephanie Sonnabend, CEO and President of Sonesta International Hotels Corporation spoke with Teresa Nelson, Elizabeth J. McCandless Chair in Entrepreneurship, about the special issues of women (daughters, grand-daughters, mothers and sisters) working, owning and succeeding in their family's business through generations.
Independence Day: How to Find, Encourage and Mentor New Generations of Family Leadership
Federal Street offers a series of breakfast seminars to a select group of our professional colleagues. This seminar was moderated by Randy Hustvedt, a Principal at Federal Street Advisors, and featured Shari Wyner Narva, a Senior Clinical Advisor with Narva & Company, and Emily Abrams, who manages the firm's next generation mentoring services.
2009
Pet the Pitbull: What to Love and What to Fear about Hedge Funds?
Federal Street offers a series of breakfast seminars to a select group of our professional colleagues. This seminar featured Ben Deschaine, Senior Research Analyst at Federal Street and Todd Hammer, Founder and Co-Portfolio Manager, at North Run Capital.
Emily Bannister Featured on Simmons SRI Panel
Federal Street's Senior Research Analyst Emily Bannister was a featured panelist on the Second Annual Socially Responsible Investing (SRI) Panel sponsored by the Simmons School of Management's "Net Impact" chapter.
2008
2nd Annual Investment Consultants Forum
John LaPann served as a panelist and discussed the Current State of the Investment Consultant Industry, in which he highlighted the importance of balancing clients’ immediate needs and their long-term needs.
Investments 101 Training
Held at the Associated Grant Makers office in Boston, Federal Street’s John LaPann, Dan Gross, and Jen Christian Murtie presented a two hour session on the basics of investments for foundations.
The New New Economy: Investing with a Climate Change Lens During Challenging Times
This year’s conference, “The New New Economy: Investing with a Climate Change Lens During Challenging Times,” continued the discussion from 2007 to reflect the realities of all that has happened with the economy, politics and the planet in 2008.
10th Annual Endowment & Foundation Forum
As a speaker on the Outsourced CIO Trend Panel, John LaPann discussed the role of the outsourced CIO and what Federal Street Advisors’ approach has always been to this.
Family Office/Private Wealth Management Forum
John LaPann participated as a speaker on the Convergence of Family Offices, Fund of Funds and Consultants Panel.
2007
Endowments for Climate Solutions
Federal Street Advisors partnered with its client the Merck Family Fund, to offer a conference to inform foundation, non-profit and pension investors about investment opportunities in a world increasingly aware of climate change.