Coffee & Connections: Navigating Market Forces & a Changing Economy
Friday, May 23, 2025
9:00 am - 10:30 am
California Lutheran - Oxnard Campus
2201 Outlet Center Drive, Oxnard, CA 93036
Individual Members: No Additional Fee
Organizational Members: No Additional Fee
Non-Members: No Additional Fee
About this event
Topic Title: Navigating Market Forces & a Changing Economy
Schedule (via Zoom):Description:
This month’s Coffee & Connections brings timely insight into how shifting market dynamics are already shaping the economic landscape for nonprofits. Join us for a candid conversation with Donny LoPiccolo, CFA, AIFA®, Vice-President at Canterbury Consulting, as he breaks down the latest economic trends, the early impacts of federal policy changes, and what they mean for investment strategies and donor behavior. Bring your questions—and your coffee—for a thoughtful dialogue on how nonprofit leaders can stay informed and nimble in uncertain economic times.
Confirmed Speaker:
Donny LoPiccolo -- CFA, AIFA®, Vice-President at Canterbury Consulting
Registration: RSVP requested. Please register at https://us02web.zoom.us/meeting/register/BZ5srK-4SHifi7fZF3llGg
Faculty
Donny LoPiccolo
As an investment consultant to institutions and families, Mr. LoPiccolo assists clients with investment strategy, asset allocation, and risk management. He is a shareholder of the firm and serves as vice chair of Canterbury's ESG Committee. He also sits on the Capital Markets and Real Assets Manager Research Committees. Prior to his current role, Mr. LoPiccolo was an investment analyst supporting institutional and private wealth clients with investment implementation and performance reporting. Before joining Canterbury, Mr. LoPiccolo was a sales associate for Union Bank Investment Services, providing private clients with investment and retirement planning solutions. He currently serves as a volunteer Board Member for the 49er Foundation of California State University at Long Beach, as well as for Community Hospital Long Beach Foundation. Mr. LoPiccolo received his Bachelor of Arts in finance from California State University, Long Beach and is a CFA® charterholder.