Coffee & Conversation: Meet the Speakers

Young professionals across Charlotte are invited to super charge their morning at Coffee & Conversation on Tuesday, June 5, at the Darla Moore School of Business. A signature event of United Way’s Young Leaders, Coffee & Conversation is a morning to connect with fellow young professionals, while gaining insights from local leaders. Greg Beuris and Dan Fogel will lead a discussion on how nonprofits are using investments to make positive changes in the community.

 

Learn more about Dan and Greg –

 

Greg Beuris is VP & Director, Investment Reporting at Foundation For The Carolinas (FFTC). He’s responsible for monitoring the investment performance of FFTC’s standard investment pools and is a resource for fund holders regarding their fund’s investment performance.

 

Greg has broad financial experience in the areas of treasury management, corporate finance, investment management, financial and strategic planning, and investor relations. Over his years of working with investment bankers, buy-side and sell-side analysts, hedge fund managers, rating agencies and experiencing a variety of capital market conditions, Greg has seen the importance of having a financing policy that ensures financial flexibility under all market conditions. He has experience in developing treasury policies that provide a sound economic framework for capital budgeting and other financial decisions that are grounded in creating shareholder value.

Greg’s most recent experience has been in investment management both as Director of Global Equities and Manager of Trust Investments. These two positions provided a wealth of experience in selecting and monitoring active fund managers, both long-only managers and long-short managers as well as broadening his understanding of the capital markets.

Greg holds an MBA from Florida Institute of Technology and has a BSBA in Accounting from University of Florida. He’s a Chartered Financial Analyst and a Certified Public Accountant.

 

Dan Fogel has served and is serving on Boards of Directors or Advisory Boards within the United States including the Charlotte Chamber of Commerce, and is Chairman of EcoLens, Chairman of The EcoLens Network, and Chairman and CEO of SP3.

 

Dan received his BS and MA from the Pennsylvania State University and his PhD from the University of Wisconsin. He has held academic positions at the University of Houston, Tulane University, and the University of Pittsburgh, and has been a senior manager at two oil companies and a hospital system. He was Associate Dean Working Professional Programs, Dean of Charlotte Programs and Executive Professor of Strategy at the Wake Forest University Schools of Business.  He was at Wake Forest University as Director of the Master of Arts in Sustainability and is the Graduate School Research Professor in Sustainability.  He is currently teaching at Wake Forest University and running SP3, a consulting and impact investment company.

 

His research and teaching areas are in environmental sustainability, global sustainable business and strategy including strategic change management and innovation for medium and large organizations.  His current focus is on how organizations adopt sustainability practices and principles as part of their core strategies.

 

Coffee & Conversation is free and you do not have to be a member of Young Leaders to join. Click here to register.

 

Interested in joining Young Leaders? Click here.