Sponsors
The Council would like to thank all of the sponsors for their support of the 2018 Endowments & Finance Summit.
Leadership & Networking Reception Partner
TIAA Institute
www.tiaa.org/public/land/endowmentsandfoundations
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.
Concurrent Session Partners
Breckinridge Capital Advisors
Breckinridge Capital Advisors is an independently owned investment grade fixed income portfolio manager. Founded in 1993, we work through investment consultants and advisors to serve clients ranging from high net worth individuals to large institutions. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp.
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.
Northern Trust
Foundation & Institutional Advisors, Northern Trust’s national practice, serves foundations, endowments and other nonprofit institutional investors as either a dedicated investment advisor or as a fully outsourced chief investment officer. The practice is consultative and advice-driven, providing holistic solutions that combine sophisticated advisory expertise with a spectrum of value-added services.
Russell Investments
www.russellinvestments.com/nonprofits
In today’s challenging environment you may need more than just investment advice. For nearly 40 years, Russell Investments has customized outsourced CIO solutions allowing clients to delegate many day-to-day operations while retaining program oversight and control. We’d love to talk about how we can help. Visit our resource center at: www.russellinvestments.com/nonprofits..
U.S. Trust
U.S. Trust has been a leading investment advisor to endowments and foundations for over 160 years. Our dedicated team of 200 professionals located in offices throughout the United States supports your mission with a comprehensive suite of fiduciary services.
Please visit https://www.ustrust.com to learn how we can help your foundation.
Learning Lab Partners
Aon
Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. For further information on our capabilities and to learn how we empower results for clients, please visit aon.com.
BROWN ADVISORY
Brown Advisory is an independent investment firm with over 20 years of experience advising institutions, endowments, foundations, and families. Our dedicated Outsourced Chief Investment Officer team works with endowments to manage asset allocation, manager selection and other strategic investment issues, so that they can focus squarely on their missions.
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 achieving its mission.
Lunch Roundtable Partners
GCM Grosvenor
Strategic Investment Group
