Webinar: Managing Investment Risk

For grantmakers and philanthropic advisors

The webinar is designed to help participants:

• better prepare to implement investment strategies consistent with the mission, risk tolerance and liquidity needs of their organizations

• learn about different risks that are embedded in their endowment portfolios and manage them accordingly

• develop tools to better communicate with their investment managers. Worrying, then acting, before a market downturn should help foundations endure it better.

Thank you to our colleague organization, Philanthropy Massachusetts, for sharing this opportunity with CCP members.

PRESENTER

Steven Dray
Chief Investment Officer
Zevin Asset Management

As Zevin Asset Management’s chief invest­ment offi­cer, Steven chairs the Invest­ment Com­mit­tee and coordinates its work. Within this group he con­tributes to the macro­eco­nomic sce­nar­ios, asset allo­ca­tion, and secu­rity selec­tion deci­sions made on behalf of all firm clients. He also man­ages invest­ment port­fo­lios and rela­tion­ships for indi­vid­ual and insti­tu­tional clients at the firm. Creatively navigating the financial challenges that his clients face brings Steven great professional satisfaction.

Before join­ing Zevin Asset Man­age­ment in 2016, Steven was a senior port­fo­lio man­ager over­see­ing separate account port­fo­lios and mutual funds at AlphaOne Cap­i­tal in Boston. He enjoyed long-tenured relationships with those same clients back to 2001, while at sis­ter com­pa­nies David L. Bab­son and Oppen­heimer­Funds. Prior to earn­ing his MBA in Finance at Indi­ana Uni­ver­sity, Steven taught Eng­lish as a Sec­ond Lan­guage in Costa Rica and worked in the engi­neer­ing field ana­lyz­ing fiber optic com­mu­ni­ca­tions. He received his BS in Elec­tri­cal Engi­neer­ing in 1991 from Tufts Uni­ver­sity. Steven takes pride in having achieved the designations of both a Chartered Financial Analyst (CFA) and a CER­TI­FIED FINAN­CIAL PLAN­NER™ pro­fes­sional, a testament to his commitment to be proficient in both the master plan of a client’s portfolio, as well as the investment outlook and individual security selection which generate a portfolio’s success.

Steven is a mem­ber of the CFA Soci­ety Boston, the Char­tered Finan­cial Ana­lysts Insti­tute, and the Boston Estate Plan­ning Coun­cil. He has served as a board mem­ber of Indi­ana University’s Reese Invest­ment Fund for over 18 years and is a for­mer board mem­ber of Lead­ers of Tomor­row, Inc., a non­profit that closely sup­ports at-​risk youths in the Allston-​Brighton com­mu­nity. Steven cher­ishes fam­ily time spent with his wife and teen daugh­ter and son. His life passions are playing soccer and world travel, and he devotes meaningful time to social justice initiatives, especially around immigration.