Join us for UCF’s fourth annual Investor Conference!
January 17-18, 2014 in historic Charleston, South Carolina
If you’re blessed with a connection to an endowment — as a donor, committee member, pastor or dreamer — make plans to attend United Church Funds’ 2014 Investor Conference. The high caliber of speakers presenting on a wide range of endowment-related topics, will equip you with a deeper understanding, better skills, and broader knowledge to strengthen your leadership. United Church Funds is pleased to confirm the following speakers —
Head of Manager Research & Investment Solutions
BNY Mellon Investment
Chief Investment Strategist
United Church Funds
Principal Educational Consultant
The Rev. Geoffrey Black
General Minister & President
United Church of Christ
Ms. Cynthia Steer is the Head of Manager Research & Investment Solutions at BNY Mellon where she is responsible for performance oversight, due diligence and analysis of investment performance across BNY Mellon Investment Management. Ms. Steer is also the senior investment advisor to the executive management of BNY Mellon Investment Management, measuring and analyzing the firm’s investment strategies and its overall solutions effort. Prior to her current role, Ms. Steer worked as the managing director of investment strategy and consulting for Russell Investments, and as the chief research strategist at Rogerscasey. Ms. Steer received a BA from Smith College and an MBA in Finance from The Wharton School at the University of Pennsylvania. Among her professional highlights, she was named the 2010 Distinguished Investment Professional of the Year by Women Investment Professionals. Additionally, Ms. Steer has written and lectured widely on strategic investment matters.
Rev. Geoffrey Black
Prior to being elected as the General Minister and President of the United Church of Christ, the Rev. Geoffrey Black held several ministerial roles within the UCC. Mr. Black also served as assistant chaplain at Brown University, associate minister at St. Albans Congregational UCC in Queens, Lecturer in the Field Education Department at Union Theological Seminary in New York City, and Protestant chaplain at Adelphi University. During his tenure as a local church pastor, Mr. Black was active in Association and Conference life, serving on several committees and holding a number of elected offices. Ecumenical commitment, concern for equal justice, African-American empowerment, and community improvement have shaped his ministry in the church and in the communities in which he has lived. This resulted in Mr. Black’s work with organizations such as the Nassau Coalition for Safety and Justice, The Long Island Interracial Alliance for a Common Future, and the Amistad Cultural Center of Long Island — which he co-founded.
A 30-year veteran of the investment and finance industry, Mr. David Klassen served on United Church Funds’ Investment Committee before accepting his current position. Over the years, he has served in portfolio management positions at Morgan Stanley Dean Witter and JP Morgan Chase. Mr. Klassen earned a BA in Accounting from Franklin & Marshall College and a Master of Divinity from Union Theological Seminary. A Chartered Financial Analyst, he serves on the Investment Committee of Union Theological Seminary and the Board of Trustees of the Village of Irvington, New York.
In addition to plenary sessions, the Investor Conference will include a panel discussion on United Church Funds’ response to the UCC’s fossil fuels resolution, along with workshops on impact investing, endowment policy essentials, endowment fundraising and more —
Workshop Session One (choose one)
• Endowment Policy Workshop, Part 1: Crafting, Communicating & Refining
• Endowment Fundraising in a Challenging Environment
• Investment Fundamentals & UCF’s Funds
Workshop Session Two (choose one)
• Endowment Policy Workshop, Part II: Receiving, Spending, Reporting
• Building an Endowment: A Case Study
• Impact Investing
For the full conference schedule, please click here.
Saturday Night Lowcountry Dinner Plan to stay an additional night and join us for a special dinner at Bowen’s Island Restaurant — a true Lowcountry experience chosen by Southern Living magazine as one of their favorite dives. For more details about the restaurant and other conference information, visit our logistics page.
For more details as they develop, visit our Investor Conference logistics page.
Registration is officially closed. For further details or to inquire about late registration, please call us toll-free on — 877-806-4989 or email firstname.lastname@example.org