Managing an association's investment reserves in a volatile market environment can be a daunting task. Association reserves have unique characteristics that require a thoughtful and strategic approach.  This session, led by ASAE Business Solutions-endorsed Raffa Investment Advisers, is designed to provide association executives with the tools and knowledge they need to navigate unpredictable market conditions.  Attendees will gain insights into how prudent investment policies can not only safeguard reserves but also position their associations to take advantage of market fluctuations for long-term success.

Through this webinar, association leaders will learn proactive strategies to enhance their investment policies, helping them manage risk and uncertainty. The focus will be on effective reserve segmentation and policy design to strengthen financial resilience. By the end of the session, participants will feel empowered to craft investment approaches that secure their association’s future, even in times of economic uncertainty.

This webinar will offer 1 CAE credit.

By the end of this session, participants will be able to:

• Understand the importance of tailored investment policies for associations.
• Identify strategies to safeguard investment reserves in the face of market volatility and economic uncertainty.
• Develop proactive investment policies that allow associations to navigate financial uncertainty while seeking opportunities during market fluctuations.
• Implement effective reserve segmentation to balance short-term liquidity needs with long-term growth objectives.
• Strengthen decision-making frameworks for managing risk and enhancing financial resilience in association reserves.
• Apply best practices for monitoring and adjusting investment policies to align with evolving market conditions and organizational goals.

Speakers

Dennis Gogarty, CFP®, AIF®, President, Raffa Investment Advisers

Dennis co-founded Raffa Investment Advisers in 2005. He has served as the firm’s President and lead investment adviser representative.  Dennis actively promotes the need for increased investment education and transparency in the association world.  He has served as Chair of ASAE’s Finance and Business Operations Professional Council.

Mark Murphy, CFA, Chief Investment Officer, Raffa Investment Advisers

Mark supports all areas of the firm’s analytical and due diligence processes and serves as lead adviser to many of Raffa’s association client relationships.  Mark joined Raffa Investment Advisers in 2010.

Ryan Frydenlund, CIMA®, CIPM, Director of Operations, Raffa Investment Advisers

Ryan ensures that clients receive an extraordinary level of service.  Since joining Raffa Investment Advisers  in 2017, Ryan supports all areas of the firm’s operations including portfolio management, client relationship management, marketing, and administrative responsibilities.