Paul is Koda’s founding CEO and an experienced charity investment committee member. He talks about how to invest successfully, with long-term, non-profit investors in mind. Drawing on first-hand experience, Paul offers advice on operating a non-profit investment committee and how individual committee members can make sure their contributions count. Paul also talks about how he founded Koda as an independent portfolio management business and the importance of culture within the firm. This episode was recorded on 28 February, 2020, less than two weeks before COVID-19 was officially declared a global pandemic.
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Paul is Koda’s founding CEO and an experienced charity investment committee member. He talks about how to invest successfully, with long-term, non-profit investors in mind. Drawing on first-hand experience, Paul offers advice on operating a non-profit investment committee and how individual committee members can make sure their contributions count. Paul also talks about how he founded Koda as an independent portfolio management business and the importance of culture within the firm. This episode was recorded on 28 February, 2020, less than two weeks before COVID-19 was officially declared a global pandemic.
Dave Smith is President and CEO of Heaton Smith Group, an Atlanta-based consulting firm specializing in major gifts and legacy planning. Dave explains why it’s critical for fundraisers to listen to donors, to build relationships with them over many years and to avoid treating them like ATMs. He also sets out his belief that if you change the conversation, you change the result. Ultimately, Dave suggests, when it comes to raising money, it’s about the donor.
How I Did It
Paul is Koda’s founding CEO and an experienced charity investment committee member. He talks about how to invest successfully, with long-term, non-profit investors in mind. Drawing on first-hand experience, Paul offers advice on operating a non-profit investment committee and how individual committee members can make sure their contributions count. Paul also talks about how he founded Koda as an independent portfolio management business and the importance of culture within the firm. This episode was recorded on 28 February, 2020, less than two weeks before COVID-19 was officially declared a global pandemic.
