Distinguished Speaker Series: Roy Swan

We're excited to be joined by Roy Swan, who leads the Ford Foundation’s Mission Investments team, for our virtual Distinguished Speaker Series event this month!
Please note that this event will be through Zoom. Login information will be provided in the reminder email closer to the event
Hosted by: Distinguished Speaker Series Advisory Group

The Ford Foundation’s Mission Investments program has all three foundation capital tools: grants, program related investments, and mission related investments (“MRI”). The program’s largest capital resource is its $1 billion MRI endowment, launched in April 2017, which will be committed over a ten-year period into investment opportunities that generate positive social returns and commercially appropriate risk-adjusted returns on capital.  
The philosophy of investing a perpetual foundation’s endowment to advance its mission is a way to dedicate more of a foundation’s resources to improving the common good. The philosophy is especially relevant given the impact of COVID-19 and the George Floyd killing on global society and national security. Join us on July 15th to hear Roy Swan discuss investment strategy, rationale, impact, and measurements of success. 

Members - FREE 
Nonmembers - FREE

CFA Institute Qualified Activity: Eligible for 1 credit hour

Registration: Online 
Zoom login information will be provided in the reminder email closer to the event. 
Registration closes at 5:00 PM on July 14, 2020.

12:00 pm - 1:00 pm CDT: Program
Please log in a few minutes early to test your video and internet connections.

*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event

Speaker Bio:
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:
This event is complimentary for both members and nonmembers. Registration online is required and closes at 5:00 PM on July 14, 2020.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.
7/15/2020 12:00 PM - 1:00 PM

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