What you can do here

  • Discuss hot topics in philanthropy (open to those who register)
  • Participate in private conversations of public importance (by invitation)
  • Enroll in micro-courses that evolve from our shared wisdom 
  • Convene a public or private conversation yourself, if invited to do so
  • Create and market a micro-course, if invited to do so
  • Have us create bespoke courses with you or for you, if we reach an agreement 

Conveners

Phil Cubeta, CLU, CHFC, MSFS, AEP, CAP

Founder | Philanthropy Offerings

Served for 13 years as The Wallace Chair in Philanthropy at The American College, responsible for the Chartered Advisor in Philanthropy (CAP) designation. Prior to that, served as Chief of Staff for The Nautilus Group, an initiative of New York Life, providing clients of the company’s top 200 agents with estate planning, business succession planning, and philanthropic strategies. Founded Philanthropy Offerings as a passion project to advance legacy planning for the benefit of clients, communities, and those who serve them. Original training was in Philosophy, Psychology, and Literature. https://www.linkedin.com/in/philipcubeta

Dr. Margaret Towle, CAP®, CPWA®, CIMA®, RICP

Convener | Philanthropy Offerings

Sustainability Accounting Standards Board FSA® (Fundamentals of Sustainability Accounting), Founder and Managing Partner of Yakima River Partners, LLC., an investment partnership. Previously, Dr. Towle was a Managing Director/Senior Portfolio Manager at Bank of America Merrill Lynch “BAML”), where she provided discretionary investment advisory services for a select number of ultra-wealthy families, as well as managing ESG portfolios on Merrill Lynch’s internal platform. In addition, she was a member of BAML’s Global Institutional Consulting Group (“GIC”), providing consulting services to institutional clients. Throughout her career, Dr. Towle has functioned in a variety of roles, including: Managing Partner and head of Research at Greycourt Advisors (a multi-family office), Executive Vice President and Chief Investment Officer at The Northern Trust Global Advisors, (where she was responsible for overseeing assets in excess of several billion dollars, including traditional asset classes as well as hedge fund and private equity assets) and Co-Founder/Chairman and CEO of, Puget Sound Funds, the first mutual fund company to offer liquid alternative investment products using a Regulated Investment Company (“RIC”) structure. Dr. Towle started her career at Russell Investments. In May 2019, Dr. Towle received the Investments & Wealth Institute “Investment Consulting Impact Award.” In addition, she was recognized as one of the “Top 50 Women in Wealth Management” and was selected as a delegate to the Skoll World Forum on Social Entrepreneurship in Oxford, England. The Kauffman Foundation selected Dr. Towle to attend the Center for Entrepreneurial Leadership as a Kaufman Fellow. She was the recipient of IMCA’s Stephen L. Kessler Writing Award. She has published in the areas of finance and economics, including the book, Masters of Finance and Economics: Interviews with Some of the Greatest Minds in Investing and Economics.” She frequently speaks at industry events and has appeared on FinTech TV, CNBC and Bloomberg Financial. Throughout her career, Dr. Towle has served on numerous non-profits boards. She previously was a board member and co-investment chair of The American College of Financial Services endowment, as well as former board member and Treasurer of Investment & Wealth Institute (formerly “IMCA”) association, former board member of the U.K. non-profit, Think Equal, Big Sisters of Seattle, YWCA King County Investment Committee, among others. She is a founding board member of the Center for Women and Democracy at the University of Washington, and an angel investor in 100 Women in Hedge Funds. Dr. Towle was a participant in the “Mentoring Women in Business Programme,” as part of the U.K.-based organization, The Cherie Blair Foundation. Dr. Towle earned BA, MA, and Ph.D. degrees from the University of Washington-Seattle, with emphasis on political economy and public finance. She attended the Oxford Impact Investment Programme, Wharton Social Finance Gender-Lens Investing Program, and completed the Executive Education Program in Risk Management at the University of Chicago. Dr. Towle completed post-graduate studies in quantitative methods at the University of Michigan at Ann Arbor.