June 24, 2026 – 9:30 am (PT)

Please tune in to our interview series featuring Callan investment consultants Tony Lissuzzo, CFA, and Evan Williams, CFA, CAIA. This session will explore how nonprofit organizations can choose investment models that align with their mission, risk tolerance, liquidity needs, and operational structure.

The discussion will compare three primary portfolio approaches used across the nonprofit landscape: the Traditional 60/40 Portfolio, the Yale Model, and Total Portfolio Approach (TPA). Drawing on Modern Portfolio Theory and factor-based investing frameworks, the presenters will examine the strengths, trade-offs, and performance characteristics of each model across varying market and governance environments. 

Designed for nonprofit investment committees and staff, the session will also highlight the importance of aligning investment strategy with broader organizational risk and mission objectives. Through practical examples, attendees will gain a clearer framework for evaluating portfolio models and making informed, mission-aligned decisions. 

We hope you can join us for this 30-minute session!