CFHV Annual Fundholder Briefing
Join us for our annual fundholder briefing—an update on the markets and what we’re seeing across the Hudson Valley.Join us for our annual fundholder briefing—an update on the markets and what we’re seeing across the Hudson Valley.Join us for our annual fundholder briefing—an update on the markets and what we’re seeing across the Hudson Valley. Our Investment Committee Chair Darrelyn Brennan and Portfolio managers will share perspectives on current market conditions and our long-term investment strategy.
CFHV leadership—including Board Chair Bob Cotter and Trustee Frances Knutsen—along with our program team will share what we’re hearing from nonprofit partners and how we’re responding across the region.
Together, this session connects how your funds are invested with how they are at work in the community.
Takeaways
The briefing will:
- Provide an update on the investment market and our portfolio strategy
- Share insights from nonprofit partners across the Hudson Valley
- Highlight how the Community Foundations of the Hudson Valley is responding through programs and partnerships
- Offer fundholders an opportunity to ask questions and engage directly with leadership
The goal is to reinforce transparency, stewardship, and the connection between long-term investment performance and community impact.
Presenters
Darrelyn Brennan – CFHV Investment Committee Chair
Bill Ford, CFA – Madison Investments
John Cummings, CFA – Copeland Capital Management
Rob Knowles – Copeland Capital Management
Michael Gebhardt, CFA – Copeland Capital Management
Bob Cotter – CFHV Board Chair
Frances Knutsen- CFHV Trustee
Laura Washington – CFHV, President and CEO
Cristin McPeake – CFHV, Sr. VP Programs and Strategic Partnerships
