Annual Investment Briefing

 

Text on blue digital background: Seattle Foundation Investment Briefing

Monday, Nov. 15, 2021
2 – 3:15 p.m.

Annual Investment Briefing

Learn from our team of experts at our annual Investment Briefing. Representatives from Crewcial Partners, Seattle Foundation Investment Committee and our management team will discuss how our investment strategy ensures the judicious stewardship of our community’s philanthropic assets.

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FEATURING 

Michael Miller, Chief Investment Officer, Crewcial Partners
Mike Miller, CFA®, is the Chief Investment Officer of the firm. He provides the firm's clients with advice on asset allocation, manager selection, and performance evaluation/attribution, and he is an integral part of the research team. Mike has 34 years of experience in the consulting business, all of which have been spent with Crewcial.  Mike holds a BS in Computer Science from Columbia University and an MA in Statistics from Columbia University.  

David Bley, Interim CEO, Seattle Foundation
David Bley assumed the role of Interim President & CEO of Seattle Foundation on April 23, 2021, after serving on the Foundation’s Board of Trustees since 2014. He served as chair of the Impact Investing Committee. From 2006 to 2020, Bley served as director of the Pacific Northwest Initiative in the United States Program at The Bill & Melinda Gates Foundation, where he oversaw strategies focused on stable families, public education, high-quality early learning, and strong communities in Washington State and metropolitan Portland, Oregon.

Kris Hermanns, Chief Impact Officer, Seattle Foundation
For more than 25 years, Kris has worked as a nonprofit executive, strategist, grantmaker, and fundraiser, bridging two of her passions—advocating for equity and opportunity and for strategic philanthropy. Before joining Seattle Foundation, Kris served as the Chief Executive Officer of Pride Foundation where she led its efforts to mobilize individual and institutional resources to affect real change in communities that are most impacted by injustices. 

Josephine Wong, Chief Financial Operating Officer, Seattle Foundation
Josephine has nearly 30 years’ experience working in public, nonprofit, and private sectors in areas of affordable housing, homelessness, behavioral health, and property management. She is a Children and Family Fellow with the Annie E. Casey Foundation.

Steve Hill, Community and Business Leader
Steven Hill is a faculty member of the Bainbridge Graduate Institute. He is the former director of the Department of Retirement Systems and Health Care Authority, and former Senior Vice President of Human Resources at Weyerhaeuser. He also serves on the boards of the Seattle Community Colleges, Consumers Union, Seattle Symphony, TVW, Robert Bree Collaborative (Chair), Habitat for Humanity –Seattle King County, and Bainbridge Graduate Institute.

Allyson Tucker, Chief Investment Officer, Washington State Investment Board
Allyson is the Senior Investment Officer of Risk Management and Asset Allocation with the Washington State Investment Board (WSIB), one of the nation’s largest U.S. public pension plans, currently managing over $120 billion comprised of defined benefit and defined contribution retirement funds, deferred compensation funds, insurance and other funds. Allyson has 20 years of investment management experience. Prior to joining the WSIB, Allyson worked as an Investment Specialist for what is now known as BMGI, the investment manager for the William H. Gates III Family Office and for the Bill & Melinda Gates Foundation Trust.

MODERATOR

Allison Parker, Managing Director, Philanthropy Strategies, Seattle Foundation
Allison has a passion for advising philanthropists on giving through their wills to ensure their investments are personally meaningful and address the needs of our community. As a former program officer and scholarship manager, Allison brings a breadth of knowledge to philanthropic advising. Allison previously worked for U.S. Senator Patty Murray and was a nonprofit fundraiser. She holds a Bachelor of Arts in political science and a Certificate in Fundraising Management from the University of Washington. Her volunteer commitments include the Board of Seattle Rotary #4. In 2012, the Puget Sound Business Journal honored Allison with its “Forty Under 40” Award. She is a Chartered Advisor in Philanthropy (CAP) and a Certified Fundraising Executive (CFRE). 

For information about this event, please contact Events Manger, Zandra Grissom at z.grissom@seattlefoundation.org. This event is not intended for media. For media inquiries, contact LaMonte Guillory.