September 5 – William Spitz, Founder and Director of Diversified Trust: “Program – Living Longer: The Trends and the Challenges of Increased Life Expectancy”

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Living Longer: The Trends and the Challenges of Increased Life Expectancy

Life expectancy, or longevity, has significance for individuals as well as our society overall.  People are now living longer lives than ever before, and that impacts all parts of society.  Characterized by conflicting trends and political and socioeconomic overtones, longevity means that we, as individuals and as a society may need to adjust the status quo to ensure that we have the resources we need for the duration of our lifespans and for generations ahead.

William T. Spitz, Founder and Director of Diversified Trust

Bill is a Founder and Director of Diversified Trust Company, a privately owned trust company with four offices in the Southeast U.S. Diversified Trust provides investment management, advisory and family office services, trust and estate management, and institutional services. Previously, he served as Vice Chancellor for Investments at Vanderbilt University for twenty-two years. During his tenure, the Vanderbilt Endowment grew from $300mm to $3.5 billion while also providing net resources to the University of $600mm. The Fund’s return ranked in the top quartile of large endowments and top 10% of all endowments. Bill also served as Clinical Professor of Finance in Vanderbilt’s Owen School of Management. He currently serves as a Director of the MassMutual Financial Group and Acadia Realty, a NYSE REIT. Previously, he served as the Chair of the Board of CommonFund. He is also a Trustee of Kenyon College where he serves as Chair of the Investment Committee.

Bill and his wife have three daughters as well as a three year old grandson. He spends his leisure time pursuing physical fitness and is one of the top amateur ballroom dancers in the U.S.

Program Approved for 1 CFRE point