Wednesday, October 16th Luncheon Meeting Featuring Guest Speaker: ROGER ESTRADA, Senior Vice President, Truist Foundations & Endowments Specialty Practice

When
October 16, 2024
11:30 AM - 1:00 PM
Location
Hammock Dunes Club, 30 Ave Royale, Palm Coast, FL 32137

Registration is closed

EVENT REGISTRATION

Advance registration and payment required:

$35 for members and $40 for guests.

Early registration is strongly encouraged!

SPEAKER TOPIC

Successfully Serving on a Non-Profit Board of Directors by Knowing Your Roles and Responsibilities.

ABOUT THE SPEAKER

As a Director of Institutional Investment Solutions, Roger provides not-for-profit organizations in depth consulting regarding their investment and administrative needs.
Roger leads the initial engagement and works with the team to develop tailored solutions designed to support not-for-profits meet their fiduciary duty as well as preserve and grow their assets.
He follows a disciplined process of assessing an organization’s financial situation, determining risk tolerance, forming, and executing an appropriate investment strategy, and regular portfolio rebalancing and reporting in order to obtain measurable results.
Roger and his team’s work focuses on discretionary and non-discretionary investment mandates for non-profit organizations. He serves as a regional leader in developing and maintaining a strong business presence across the state of Florida.
Roger has 24 years of financial services experience that includes advising and managing assets for ultra-high net worth families, foundations, and endowments. Before joining Truist in 2020, Roger served as the Southeast Regional Foundation and Endowment Director at TIAA from 2013 to 2020.
His responsibilities included institutional business development, investment policy development, asset allocation and risk analysis, spending policy and governance consulting, and NACUBO based peer group reports. He also advised boards on how to improve their investment and fiduciary processes. He maintains a designation as an Accredited Investment Fiduciary from Fi360.

EVENT SPONSOR

COVID-19 UPDATE

Our commitment to the safety of our members and guests is of highest priority. As such, Flagler Tiger Bay Club is following CDC guidelines and recommendations at this event.