Join us for a discussion on how the university is managing the Cal State East Bay donor-funded endowment and current trends in philanthropy and investing. Brian Sharpes and Chad Bolick of Morgan Stanley will discuss the effects of the COVID-19 pandemic and the current economic landscape on the current market, and into the future, and its effects on the strategic management of our investments.
Brian Sharpes is a Managing Director, Institutional Consulting Director, Private Wealth Advisor and an Investing with Impact Director with Morgan Stanley and founder of Graystone San Francisco. With offices in San Francisco and Walnut Creek, Brian focuses on serving public and private nonprofit organizations. Since 1994, he has built a client base that has led to national recognition and over $3.6 billion in assets under management as of July 2020.
Chad Bolick is an Executive Director in Morgan Stanley’s Philanthropy Management group. Based in San Francisco, Chad is responsible for providing customized philanthropic advisory services to private wealth management individuals, families, and family offices, as well as nonprofit, foundation, and institutional clients.