At Community Foundation of Middle Tennessee (CFMT), we believe financial stewardship and community impact go hand-in-hand. Every fundholder’s generosity is amplified by the strength of our investment strategy, designed not only to enhance returns but also to ensure lasting resources for the causes you care about most.

Join Chief Financial Officer, James C. Munch, and CFMT’s investment managers, David Hernandez and Tim Burdick of Marquette Associates, for a conversation that connects the dots between markets and mission.

You’ll gain:

• Clarity on current market trends and federal policy shifts that shape our investment environment.
• An in-depth review of Community Foundation’s portfolio, built for resilience and long-term growth.
• Insight into global equities and what lies ahead in 2025, paired with a perspective on how these dynamics strengthen the impact of your individual fund in the community.

The session concludes with an interactive Q&A, providing you with the opportunity to engage directly with our finance and investment leaders. You’ll walk away with a deeper understanding of how market performance and mission impact are aligned so your philanthropy continues to be affective today and into the future. For questions or more information, email us at [email protected].