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Planned Giving Council Membership Luncheon Event

February 23, 2023 


You hear the word “endowment,” 

and you think you know what it means, but how does one really work?

 Would it be a good strategy for your organization and ensure financial stability? 


Does it help achieve your mission? 


How do your donors benefit? 

Featuring: 

Mike Valone, CFA®, CAIA®

Vice President, Financial Advisor

CAPTRUST


Thursday, February 23, 2023

11:30 a.m. - 1:00 p.m.

Broadway Palm Dinner Theatre

in the Royal Palm Room

Royal Palm Square

1380 Colonial Blvd

Fort Myers, FL



Agenda:

11:30 a.m. to 12:00 p.m. - Networking

12:00 to 1:00 p.m. - Plated Lunch* & Presentation


*A vegetarian lunch option is available; please select your preference upon registering.


(Note: Upon entering the lobby the Royal Palm Room is back to the left)

Member RSVP: No fee



Non-Member &

Guest RSVP: $30

ABOUT THE PRESENTER:

Mike Valone, CFA®, CAIA®

Vice President, Financial Advisor 

CAPTRUST

Mike began his career at CAPTRUST in 2014 as a Research Analyst before moving to an Advisor role on the Endowment/Foundation team in 2016. Prior to CAPTRUST he worked for a family office where he was responsible for covering alternative investments.


Mike graduated with a Bachelor of Science degree from the University of South Florida with a major in finance and a minor in economics. He is a native of Tampa where he currently resides with his wife and three children.


Industry Designations

  • Chartered Financial Analyst (CFA®)
  • Chartered Alternative Investment Analyst (CAIA®)

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2021 (Team Bailey)


SPONSORED BY:

The mission of the FSW Foundation is to support the strategic priorities of Florida SouthWestern State College by providing additional funding and resources.


Annually, the Florida SouthWestern State College Foundation Board will establish an administrative fee for all donations. This fee will apply to all gifts, current and future. Typically, this fee has been between 2.0% – 4.0%, subject to economic conditions.


Learn more about the FSW Foundation: https://foundation.fsw.edu/



Member and Guest Reservations

(Guest fee payment see below)

NOTE: Please complete the information below and click on "Submit Reservation".

Member reservations:

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Thank you for registering for our Planned Giving Council Event! We look forward to seeing you!

Guest Fee-PayPal link

Plated lunch
Name(s) of persons attending
Phone number