Location: Online
Date: Thursday, May 28, 2026
Time: 12:00 pm - 1:00 pm ET
Investing Reserves in Today's Capital Markets Environment
Join Maura Pope, Senior Investment Strategist at Bernstein, for an insightful session on investing reserves in the current capital markets environment. The discussion will include:
1. Capital Markets and Macroeconomic Commentary: An analysis of the key drivers influencing the investment landscape, the risks investors face, and the outlook for various asset classes. Participants will gain a deeper understanding of how global economic trends, interest rates, inflation, and geopolitical factors are shaping investment decisions today.
2. Reserves Framework: Building on the market insights, Maura will introduce a practical cash reserves framework designed to help organizations allocate different pools of capital effectively. This framework emphasizes balancing liquidity needs, risk tolerance, and return objectives to optimize reserve management.
Attendees will learn best practices for structuring reserves to meet both short-term obligations and long-term investment goals. This session equips professionals with the knowledge and tools needed to navigate today’s complex capital markets and make informed decisions about investing reserves.
Learning Objectives:
- Understand the current macroeconomic environment and its impact on capital markets.
- Recognize the risks associated with investing reserves in today’s market conditions.
- Analyze the outlook for capital markets and implications for reserve management.
- Explore a structured cash reserves framework for allocating different pools of capital.
- Learn how to balance liquidity, risk, and return in reserve investment decisions.
- Apply best practices to optimize reserve management aligned with organizational goals.
Maura Pope
Senior Investment Strategist
Senior Investment Strategist in the Los Angeles office of Bernstein Private Wealth Management. Maura joined Bernstein from Eurasia Group where she worked with corporate and institutional clients on issues at the intersection of macro markets and geopolitics. Prior to Eurasia Group, she was a Strategist at a New York-based fintech startup focused on big data and macro markets. Maura also spent nearly a decade as a buyside macro strategist at Soros Fund Management and Laurion Capital Management. After graduating with a degree in economics from the University of Pennsylvania, Maura began her career in institutional research at Morgan Stanley.
Jordan L. Forney
Principal, investment ADVISOR
Jordan L. Forney is a Wealth Advisor in Bernstein’s Washington, DC, office. His practice is focused on advising the nonprofit community, including membership associations, advocacy organizations, foundations, and endowments. Jordan joined the firm in 2012. He is active in the DC community and serves in committee and board member capacities at the Finance and Administrative Roundtable (FAR) and Ivy Football Association. Jordan earned his MBA from Duke University’s Fuqua School of Business and his BA in economics from Yale University.
Continuing Education Credits: This program will be eligible for CPE and CAE credit.
FAR is a CAE Registered Provider. The program listed above meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer that has been approved for CAE credit will clearly identify the number of CAE credits granted for full participation. We will maintain records of your participation in accordance with CAE policies. For more information about the CAE credential or Registered Provider program, please visit www.asaecenter.org/cae.
As a CAE Registered Provider educational program related to the CAE exam content outline, this program may be applied for 1 credit toward your CAE application or renewal professional development requirements.
Note: Applicants may use any program that meets eligibility requirements in the specific timeframe toward the exam application or renewal. No specific individual courses are required as part of the applications – the selection of eligible education is up to the applicant based on his/her needs.
FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. It is Group-Live delivery method. Sponsor ID: 109395
Photography & Recording Release:
By registering for this event, you acknowledge and agree that photographs and video/audio recordings may be taken during the event. These images and recordings may include your likeness and may be used by FAR for promotional, marketing, and archival purposes across various platforms, including print, digital, and social media. By completing your registration, you grant FAR the right to use, reproduce, and publish such materials without further notice or compensation. If you have any concerns or questions regarding this policy, please contact us in advance of the event.
