ABOUT US
EVENTS
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.