Events

    

Bite-Sized Learning: Connect Mission and Money

Connect Mission and Money by Incorporating Racial Equity, EDI, Climate Change, and More

Thursday, July 15, 12:00 PM - Thursday, July 15, 2021, 01:00 PM
Thursday, July 15, 2021, 12:00 PM - 01:00 PM
VirtualLive/Online
Fee: Free

How can you connect your mission in ALL aspects of what you do, including your endowment, foundation, and long term assets pools? Will you sacrifice return to do good work? How can you customize where your dollars are invested to connect to your mission and make a difference in the world?  

You can talk with your dollars to address climate change. You can work to combat systemic racism, lack of diversity in positions of decision making, and lack of representation through impact investing in your long term investment pools. You can support good governance practices.  

Every dollar you invest goes out into the world. Let yours help make a difference.  

The Bite-Sized Learning events are designed by MCN’s Greater Minnesota team to keep us connected across the state. While the topics are chosen to meet the needs of Greater Minnesota, all are welcome here! Each event will have a short presentation along with plenty of time for networking and discussion on the designated topic. Bring your questions and expertise on the topic! With our cameras and microphones on, we can stay connected, learn, and support one another. 

Event Details

Register for the event on Zoom.

This event will have AI captions via Zoom’s transcription function. Please note that these captions are automatically generated by the computer software and may not always accurately transcribe what is said. If you need professional captioning, or have another accessibility accommodation, please email MCN’s program assistant with your request at least two weeks prior to the start of the event. Although we will attempt to meet all accessibility requests, late request may not be fulfilled.

Speaker Information

Fay DeBellis is a Financial Advisor and Institutional Consultant at Graystone Consulting ("Graystone"). Fay is a lead consultant to families, endowments, foundations and associations. Graystone is a specialized business unit of Morgan Stanley comprised of over 501 designated, elite institutional consulting teams across North America. 

Fay is an active community volunteer. She has strong relationships with numerous non-profit organizations. Recently Fay served on the Board of Directors at Gillette Children’s Specialty Healthcare. Fay has also served on the Morgan Stanley’s Consulting Group Wealth Advisory Services Board, and National Diversity Council. Fay is a frequent local speaker on investment policy statement design, audits, roles and responsibilities for the nonprofit community. 

Lauren Boulware
is an Institutional Consultant with Graystone Consulting Twin Cities. Lauren has over 10 years of wealth management experience with private clients. She uses a structured, analytical approach to designing a financial and investment plan tailored to the unique needs of each client. In 2019 she expanded her activities to include foundations, endowments, and other nonprofit organizations.

Lauren’s interest in working with nonprofit organizations comes from a commitment to serving those who support our community. She serves on the board of the African American Leadership Forum in Minneapolis and is a member of the Harvard Alumni Association board. She is past president of the Harvard Club of Minnesota and a past board member of the Twin Cities Housing Development Association, a provider of affordable housing.

Lauren’s prior work experience includes international treasury, corporate finance, marketing and market development for a number of companies including Medtronic, Johnson & Johnson, and Philip Morris. She holds an MBA from Harvard University and a B.A. in Economics from Stanford University.  Lauren enjoys travel, music, meditation, exercising, reading, and playing mahjong.

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