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NEWS & EVENTS

 

Articles
Authored by Poorvi Parekh, CFA
May 2019
Nonprofit Information
The key role of a nonprofit organization’s trustees is to ensure that investment assets are protected and properly managed so that they can serve the organization’s mission. Regardless of the size of the investment assets, the investment committee seeks to balance the objectives of both long-term growth and ongoing fun…
In The Media
Quote by Stuart Blair, CAIA
May 2019
FundFire

By Lydia Tomkiw

The frenzied merger and consolidation activity roiling the hedge fund of funds space the last few years may have cooled off, but it has left room for unique deals – and more are likely, experts say.

The resources and overhead required to successfully run a fund of funds could mean some more consolidat…

In The Media
Quote by Stuart Blair, CAIA
April 2019
FundFire
Dallas-based Westwood Group is joining the growing list of managers offering new fee models designed to appeal to investors who don’t want to pay active management fees for passive-like performance. Some critics say performance fees encourage portfolio managers to take excessive risk to hit their targets, but Westwood …
In The Media
Quote by Stuart Blair, CAIA
March 2019
FundFire
The majority of hedge fund investors are keeping their overall allocations to the asset class steady during 2019, but that doesn’t mean they won’t be picking new managers. Growth for hedge fund managers in 2019 could come from reallocations, as investors target new strategies and dive further into areas such as co-inve…
Events
Webinar
February 2019
Canterbury Consulting and Armanino
On February 5, 2019, Jason Levey, director and investment consultant at Canterbury Consulting provided an introduction to private capital investing for nonprofit organizations as a part of Armanino's webinar, Private Capital Reporting for Nonprofits.