Presented by The Center for Nonprofit and Public Leadership
at the Haas School of Business RVSP by 3/16 at 6pm
Investment Advisors and Philanthropy Practice
A dialogue with investment and philanthropic advisors
Featuring
Randy Manley (MBA Year), JD, CIMC, CIMA, graduated from Stanford University and earned graduate degrees in law and business from the University of California. He engaged in private law practice with Cooley Godward and then became General Counsel of the investment banking firm, Hambrecht & Quist. Now, he is a Principal at Lodestar Private Asset Management.
Sean Stannard-Stockton CFA, CAP, is the director of tactical philanthropy at Ensemble Capital Management, a wealth management firm for philanthropists. Sean writes the Tactical Philanthropy blog and authors for the Chronicle of Philanthropy. He is one of the few known to hold both the Chartered Financial Analyst (CFA) and the Chartered Advisor in Philanthropy (CAP) designations and offers a unique synthesis of financial and philanthropic expertise.
Russ Hall (MS Year) co-founded and now co-manages Legacy Venture. Hall held various positions at Marketing for Logic Modeling, Silicon Solutions, and Merrill Pickard Anderson & Eyre. He was a consultant at the Boston Consulting Group. Russ serves on the advisory board for Full Circle Fund, Good Capital, Stanford’s Center on Philanthropy and Civil Society, and the Global Philanthropy Forum.
Todd Ahlsten is the Chief of Investment Officer and Portfolio Manager of Parnassus Equity Income. Todd received his bachelor’s degree in business administration from the University of California, Berkeley Haas School of Business in 1994 with an emphasis in finance and accounting.