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Nonprofits and healthcare organizations. Retirement plan sponsors. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Managing Director, Nonprofit Advisory Team, Institutional Group.
Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and riskmanagement. For e.g. saving for a home, retirement, or Higher education. As an individual investor, CFPs are experts in the field of personal asset management.
00:08:50 [Speaker Changed] So how do you go from Altus to ING investing management? 00:08:57 [Speaker Changed] Well, in 2003, ING acquired Aetna’s financial businesses, and that was the life insurance, retirement and asset management businesses. He was never going to retire. What, what was that transition like?
And it got to the point where there was the potential to do this nonprofit, like charitable bet. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good riskmanagement filter. Probably the first one I’m ready to retire, which is a post-lockdown question.
BROWDER: I just gone the riskmanagement committee. But if you look at the financials, they were nonprofit. And this guy, you know, there’s no mandatory retirement age for a federal judge and we got in front of this guy and he didn’t understand. RITHOLTZ: Wow. I got you $25 million to invest in Russia.
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