Fire Capital Management

Next week, I am very excited to participate as a panelist at the Blue Vault Alts Summit 2025. Looking forward to discussing #alternativeinvestment education alongside some great women (Nadia Shokohi PhD, CDFA, CPFA and Cynthia (Yuanyuan) Yang)! Thank you to Cherie Fournier for moderating and to Keri I. Pugh, CFP?, AIF? for coordinating our panel.

I'm excited to announce that I'll be speaking at the CFA Institute Global Career Week! Join me 18-20 March for insightful sessions and valuable takeaways. I will be part of the 'Voices of Experience: Charterholders' Career Journeys' session on Day 3. I'll be sharing my career journey, including the challenges I've faced and the lessons I've learned along the way. Looking forward to an engaging discussion with my fellow panelists. Visit the event website at https://lnkd.in/gEXiS628 for full agenda and learn more. CFA Institute

Enjoyed hosting & moderating our AiP (International Association of Advisors in Philanthropy) discussion on the various approaches to impact investing at our new Fire Capital Management office! Thanks to all who attended & helped to put it together. I look forward to our next event in May on public policy and the implications of any recent changes at the federal & state level that may affect the nonprofit sector, foundations and donors.

Reflecting on 2024, we are grateful for a year of growth, alignment, and purpose. From advancing sustainable investment strategies to supporting meaningful philanthropy, our commitment to making a positive impact is at the heart of our work. This year, we are excited to continue supporting our clients in aligning their wealth with their values and further expanding our impact. Read our 2024 Impact & Sustainability Reflection here:?https://lnkd.in/gdpiQDJq #sustainableinvesting #impactinvesting #Bcorp #Philanthropy #ESG #GivingBack

Congratulations to our COO & Director of Social Impact, Alyssa (Farrelly) Heath for receiving her Chartered Advisor in Philanthropy (CAP?) designation from The American College of Financial Services! CAP? is a mark of excellence in philanthropic planning, equipping financial & nonprofit professionals with advanced knowledge and tools needed to support clients in achieving their charitable giving goals. This credential reflects Alyssa's commitment to helping our clients make a meaningful impact.

Last week our Managing Partner, Michael J. Firestone, CFA, joined financial leader James E. Demmert to share their perspectives on the 2025 economic outlook hosted by Carolyn M. with the CFA Society San Francisco. Discover parallels to the 1990s tech boom, explore strategies for managing market risks, and learn how disciplined portfolio management can position you for success in the year ahead. Watch Now: https://lnkd.in/gkUAU-ra

Looking ahead to 2025: Our latest economic and market outlook highlights key trends shaping the investment landscape. From resilient consumer demand to transformative themes like AI and deglobalization, explore strategies for navigating the year ahead. #WealthManagement #EconomicOutlook Read here: https://lnkd.in/g9z7Hyv6

Should modern portfolios consider modern solutions??Private alternatives are reshaping how investors achieve returns, manage volatility, and protect against inflation. Are Alts part of your strategy? Check out our latest blog - Expanding the Efficient Frontier: The Role of Alternatives in Modern Portfolios written by our Director of Investment Strategy, Kelsey Syvrud, PhD. #WealthManagement #Alternatives Read here: https://lnkd.in/gJGzmpUA

Just wrapped up an incredible experience at #SchwabIMPACT Conference! Grateful for the opportunity to connect with like-minded, forward-thinking professionals who are shaping the future of finance. From thought-provoking sessions to meaningful conversations, this event was a reminder of the power of collaboration and innovation in driving our industry forward. Excited to bring fresh ideas and insights back to Fire Capital and continue the momentum! #WealthManagement #Innovation

Next week, our Investment Associate, William J. Reynolds, CFA will be moderating a CFA Society San Francisco webinar on November 26th on "Impact Investing in Private Markets." Secure your spot and register HERE: https://lnkd.in/gYzWUSHR