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ACGA Webinar - Investment Approaches for CGA Pools
Wednesday, March 10, 2021, 1:00 PM - 2:00 PM EST
Category: Webinar

Investment Approaches for CGA Pools

There is no “one-size-fits-all” approach for investing a non-profit’s charitable gift annuity pool. ACGA Board members Pat Cox and Kevin McGowan will discuss a variety of approaches from a practitioner’s point of view, highlighting the various issues associated with these assets: portfolio construction with risk/return tradeoffs, liquidity needs, regulatory constraints, investment and longevity risks, outsourcing options, reporting requirements. Participants will gain insights into whether their investment approaches can possibly improve when considering all the various aspects and risks of a CGA program. Participant interaction will be encouraged through a Q&A session.

ACGA Members: $50 / ACGA Non-members: $75
(includes access to the webinar recording)
Register Now

Sponsored by


 Speakers

Pat Cox
Executive Director-Investments
ALSAC/St. Jude Children's Research Hospital

Pat joined ALSAC in January 2010 where he serves as the Executive Director – Investments. Pat has over twenty years of investment experience with a diverse background in portfolio design, implementation and management across multiple portfolio frame works. At ALSAC, Pat works directly with the CIO, Investment Committee and Investment Consultant regarding portfolio asset allocation and rebalancing. Within the Investment Office Pat conducts manager research and due diligence for both traditional and alternative asset classes by creating internal analytics and conducting onsite manager visits. He also works the ALSAC CGA portfolios and donor trusts. Pat collaborates with the legal and gift planning departments in portfolio transitions and liquidations from donor bequests. Prior to joining ALSAC, Pat spent sixteen years with a national investment consulting firm where he was a Managing Analyst and Sr. Consultant. Pat worked with a diverse group of clients from large foundations and high net worth individuals to large corporate pension plans. For each of these clients, Pat provided full, customized services around asset allocation, manager research and recommendations to board presentations and speaking at public plan conferences.

Kevin McGowan
Vice President and Chief Financial Officer
Catholic Church Extension Society Of the USA

Kevin McGowan has been the Chief Financial Officer at Catholic Extension since 2008. In addition to his financial responsibilities, Kevin manages the 3,500+ contracts in the CGA program, overseeing the marketing, donor outreach and followup, internal and external reporting, investing and administration. This unique responsibility for a CFO requires him to closely coordinate with the Annual Giving and Major Gift Officers. Prior to joining Catholic Extension, Kevin was a management consultant for over 20 years, working with Fortune 500 companies on their strategic, operational and organizational challenges.

Kevin earned a BA with Honors from Wesleyan University and an MBA from The University of Chicago Booth School of Business. He has served on the ACGA board since 2016.