July 29, 2022 | Insights Wealth Management

Wealth Management Seminar: Considerations When Investing Tribal Funds

Wealth Management Seminar:

Considerations When Investing Tribal Funds

August 25, 2022 | 9-10 am AK

BDO in Anchorage, AK

THIS IN-PERSON EVENT HAS BEEN CANCELLED; WATCH FOR A VIRTUAL VERSION COMING SOON!


In today’s uncertain world where inflation is high, Native American tribes need to maximize the returns on the funds they have invested. And yet, many tribes are unaware of the options available to them for investing funds they’ve received that are designated for a particular purpose. In this hour-long session, an investment fiduciary from REDW Wealth will discuss the possible risks and returns of investing in uncertain times, as well as compliance considerations and how to determine which tribal funds can be invested.

Participants will come away with a better understanding of:

  • Reasons for investing
  • Impacts of inflation as it relates to income
  • About restricted funds
  • Investment considerations, including those specific to tribes

REDW is a member of the BDO Alliance USA.


DETAILS

When: August 25, 2022 | 9-10 am AK | 10-11 am PT
Breakfast served 8:30 – 9:00 am
Where: BDO, 3601 C Street, Suite 600 | Anchorage, AK 99503
Get Directions
Cost: Complimentary
CPE: 1.0  Credit*
To Register: Email Carla Salizzoni at csalizzoni@redw.com
Presenter: Paul MadridPaul Madrid, CFA®, CFP®, AIFA®
Principal, REDW Wealth LLC


As the Principal at the head of REDW Wealth, Paul Madrid acts as an investment consultant with nonprofits and tribes, providing investment management services, assistance with investment policies, asset allocation design, reviews of investment providers, and trainings on investments and fiduciary responsibilities.


CPE Credit

*Delivery Method: Group Live | Field of Study: Economics | Level: Basic| Advance Preparation: None | Prerequisites: None
REDW LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Credit is granted based on a 50-minute hour, only to participants of live sessions who meet stated requirements. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit, as well as of fractional credits. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For questions, please call Carla Salizzoni at 505.998.3248.