Foundation Finance Affinity Group: Operationalizing Equity - Who Handles the Money?

Tuesday, October 16, 2018
9:30am to 11:30am EDT
WRAG's Office
1400 16th Street NW, Suite 740
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Eligibility and Registration Information:
This program is open to WRAG members. Email Katherine Abib, abib(at) to RSVP. Interested non-member funders should contact Katherine.

Over the last few decades, there has been significant progress made in the areas of diversity, equity and inclusion, which has paved the way for diverse investment management professionals and the firms they lead. Further, many studies have shown that small independent investment management firms – a number of which are led by people of color - outperform their larger counterparts in many asset classes. Yet, foundations have been slow to invest with small firms or actively seek diverse asset managers.This is a missed opportunity to leverage new investment talent and enhance financial returns. This session will examine best practices and look at some strategies that foundations have followed to drive equity through investment management.


  • Caroline Greer, Commonfund
  • Phillipa Taylor, Public Welfare Foundation
  • Janice Thomas, Meyer Foundation

About WRAG’s Foundation Finance Affinity Group:

The Foundation Finance Affinity Group helps finance and administrative professionals support their organizations' philanthropic missions by providing:

  • professional development, best practice sharing, and sample resources
  • purposeful networking
  • information about emerging trends

The Foundation Finance Affinity Group is generously sponsored by


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