Investor Conference

Join us for UCF’s fourth annual Investor Conference!

Charleston East Battery

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  —

Cynthia Steer
Head of Manager Research & Investment Solutions

BNY Mellon Investment

David Klassen
Chief Investment Strategist
United Church Funds

Naomi Harding
Principal Educational Consultant

The Rev. Geoffrey Black
General Minister & President
United Church of Christ

Click here for speaker bios

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

Click here to read and download the presentations from the 2013 Investor Conference.


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