2022 Investment Briefing
Resilient Strategies for Turbulent Times
Thank you for your interest in this year’s Annual Investment Briefing. This year, we focused on the investment strategies to build a solid foundation against the ebbs and flows of fluctuating financial markets. We shared how thoughtful planning is vital to weather market events. Thanks for joining us and our network of exceptional advisors and field experts as they shared their insights and lessons learned along the way.
Meet the Panelists
Moderator Estrellita S. Sibila, JD
Foundation Fundholder,
Miami Fellows Alum,
& Legacy Society Member
Founder
Sibila Law
Sheldon T. Anderson
Foundation Vice Chair
Chairman & CEO
Grove Bank & Trust
Glenn Harris
Foundation Outsourced CIO and Portfolio Manager
Senior Client Portfolio Manager
SEI
William “Bill” Jarvis
Managing Director, Philanthropic Executive
Bank of America Private Bank
Erin Knight
Foundation Investment Committee Chair
President
Monument Capital Management
Julie Neitzel
Foundation Board Chair
Partner
WE Family Offices