2017 Endowments & Finance Summit - Sponsors
The Council would like to thank all of the sponsors for their support of the 2017 Endowments & Finance Summit.
The TIAA Institute helps advance the ways individuals and institutions plan for financial security and organizational effectiveness. The Institute conducts and supports in-depth research, provides access to a network of thought leaders, and enables those it serves to anticipate trends, plan future strategies, and maximize opportunities for success. To learn more, visit www.tiaainstitute.org.
The Annie E. Casey Foundation
Building a brighter future for children, families and communities.
Doris Duke Charitable Foundation
The Doris Duke Charitable Foundation seeks to improve the quality of people's lives through grants supporting the performing arts, environmental conservation, medical research and child well-being, and through preservation of the cultural and environmental legacy of Doris Duke's properties. The foundation’s endowment is valued at approximately $1.8 billion.
Fund Evaluation Group, LLC
Fund Evaluation Group, LLC (FEG) is an independently-owned advisory firm that provides investment consulting and OCIO solutions – including alternative and responsive investing strategies – to foundations and other non-profit organizations. Established in 1988, FEG has approximately $58 billion in total client assets under advisement.1
1For full disclosures, visit: www.feg.com/disclosures.
Perella Weinberg Partners – Agility
Agility is the Outsourced CIO platform for Perella Weinberg Partners. Agility partners with a variety of institutions to build and manage customized investment portfolios. Our team of professionals has decades of experience executing a proven, disciplined investment process. Agility’s success is ultimately built upon close, strategic partnerships with our clients.
Russell investments provides outsource CIO services to non-profit organizations. Our solution includes strategic advice, administrative support, and daily portfolio management to help you effectively manage and monitor your investment program. Your goals are unique. We’d love to talk about how we can help you reach them.
Strategic Investment Group
Strategic Investment Group®, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional investors, with the objective of delivering sustainable net-of-fee excess returns. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. We function as our clients’ investment partner and co-fiduciary, effectively becoming an extension of their resources.
Aon’s Global Investment business provides clients with a full range of services covering all aspects of the investment of institutional funds, including defined benefit plans, defined contribution plans, group registered retirement savings plans and insurance companies, as well as trusts, endowments, foundations, and sovereign wealth funds. We have provided traditi onal investment consulting services since 1974 through our legacy organizations, and have offered delegated consulting since 2009.
Forester Capital, LLC
Forester Capital, L.L.C. is an independently owned, values-based organization with a 17 year history of established excellence in managing hedge fund portfolios on behalf of endowments, foundations, pension plans, and high net worth famalies.
Moss Adams LLP
The Moss Adams Not-for-Profit practice has earned the reputation of delivering quality service with industry knowledge. With foundations representing the largest segment of our practice, we have the technical knowledge to serve a broad spectrum of foundations, including family, community, corporate, hospital, university, independent grantmaking, and operation foundations.
RSM US LLP
RSM US LLP's nonprofit practice professionals have extensive experience serving the audit, tax, consulting, federal award compliance, international and technology service needs of tax-exempt organizations. We strive to maintain the latest information available so your organization can focus on acheiving its mission.
Breckinridge Capital Advisors
Center Creek Housing Fund II
Zevin Asset Management