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Roundtable Discussion: Portfolio Optimization

Thu, Oct 02

|

Zoom

Explore the evolving world of portfolio optimization—from campaign readiness to managing unique portfolio structures. Whether you're a seasoned pro or just getting started, you'll walk away with fresh insights and practical strategies.

Roundtable Discussion: Portfolio Optimization
Roundtable Discussion: Portfolio Optimization

Time & Location

Oct 02, 2025, 12:00 PM – 1:00 PM

Zoom

Guests

About the event

Join us for a dynamic roundtable featuring three seasoned experts with over 25 years of combined experience in higher education advancement:


Haydee Polo – Senior Director of Pipeline Optimization, Division of Development and Alumni Relations, University of Miami
Haydee Polo – Senior Director of Pipeline Optimization, Division of Development and Alumni Relations, University of Miami
Lance Balding – Senior Portfolio Optimization Analyst, Division of Development and Alumni Relations, University of Miami
Lance Balding – Senior Portfolio Optimization Analyst, Division of Development and Alumni Relations, University of Miami

Explore the evolving world of portfolio optimization—from campaign readiness to managing unique portfolio structures. Whether you're a seasoned pro or just getting started, you'll walk away with fresh insights and practical strategies. Don’t miss this rare opportunity to engage with leaders in the field, ask questions, and build valuable connections.  Register now—your Development Officers will thank you.


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