We're not fooling around with our April Distinguished Speaker Series luncheon! We're excited to kick off the month by welcoming Roy Swan, who leads the Ford Foundation’s Mission Investments team, on April 1st. Swan will provide an overview the Ford Foundation's Mission Investment's program, including the program's $1 billion carve-out from the $13.5 billion traditional endowment to be invested in mission related investments.
Members - $45 or FREE with function ticket
Student Members - $20
Nonmembers - $65
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Chef's Choice (vegetarian meal available upon request)
11:30 am - 12:00 pm: Registration & Networking
12:00 pm - 1:00 pm: Program
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Roy Swan leads the Ford Foundation’s Mission Investments team, responsible for approximately $1.3 billion in capital dedicated to advancing social justice and addressing inequality through impact investing.
Before joining the Ford Foundation, Swan was managing director and co-head of Global Sustainable Finance at Morgan Stanley. His Morgan Stanley team committed over $13 billion of the firm’s capital to community development transactions. Before that, Swan was founding chief investment officer of NYC’s Upper Manhattan Empowerment Zone, a federal program designed to revitalize distressed inner-city communities, which played a key role in Harlem’s economic rebirth. He also served as CFO at Carver Bancorp, a Harlem-based publicly traded financial institution and the nation’s largest African American managed bank. In addition, Swan has worked in corporate law at Skadden Arps; investment banking at The First Boston Corporation, Salomon Brothers, and JPMorgan; and finance at Time Warner.
Swan is a current or past board member of numerous nonprofits, including The Dalton School, Enterprise Community Partners, Low Income Investment Fund, the Partnership for After School Education, the Morgan Stanley Foundation, and others. He is also a current or past member of several private equity fund limited partner advisory committees, including Brightwood Capital Partners, Core Innovation Partners, HCAP, National Equity Fund, Seacoast Capital, and others. Roy continues to serve as a General Partner and Board Member of Morgan Stanley’s SBA-licensed Small Business Investment Company, an entity he co-founded in 2014. Swan received a bachelor’s degree from Princeton University and a law degree from Stanford Law School, where he was an editor of the Stanford Law Review.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, March 26, 2020.
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.