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Jan
2026
Bridging Mission and Capital: How Program Related Investments Empower Foundations
By Poorvi Parekh, CFA
Foundations exist to tackle challenges that markets and governments overlook, such as funding research, advocacy, and providing vital services for those who need it most. Traditionally, this meant giving grants to those providing the services and growing the endowment capital base through conventional investments. But…
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Apr
2025
Will Tariffs Set Us Free?
By Poorvi Parekh, CFA
In his book, The World is Flat, Tom Friedman explores how the globalization of trade and the resulting flattening of the world. He felt that they contribute to the emergence of middle-class jobs in developing countries while simultaneously reinforcing the regional identities of developed nations. By applying the princ…
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Mar
2025
The U.S.-Canada Tariff War: Uncertainty Reigns for Investors
By Emmett Shiras, CFA, CAIA
The U.S.-Canada tariff war kicked off in March of 2025, with the U.S. imposing 25% tariffs on most Canadian goods and 10% on energy products, prompting Canada to retaliate with 25% tariffs on $155 billion of U.S. goods. This tit-for-tat threatens Canada’s economy with a potential GDP drop of over 3 points and 510,000+…
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2023 Investment Forum Speakers

 

Abigail Glerum
Principal, Goldentree Asset Management"Exploring Opportunities in the High-Yield Credit Markets"

 

Ron Temple
Chief Market Strategist, Lazard Asset Management"Geopolitical Risks: Impact on Global Financial Markets"

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