Alan McKnight, Head of Institutional Investments with SunTrust Bank, discusses how a foundation and endowment’s alternative investment strategy can outperform its spending policy, and, over time, accomplish the organization’s long term goals. Watch Now
The average investment committee has a finite number of opportunities to meet each year to review the portfolio and make decisions. Thus, it is even more critical to spend your valuable time measuring areas of importance. Read More
Throughout this paper, we will explore ways in which committees can leverage and streamline the plethora of information they receive, focus their discussions and decisions, and hopefully, improve their returns to support the long-term missions of their institutions. Read More
Understanding how to talk about your company with your bank can help when having financing and credit discussions. A best practice is to thoroughly prepare before you need credit. Read More
The key to engaging and targeting your market is talking to clients and gaining a better understanding of what they like and don’t like, and where they can improve. Consider creating a client calendar that outlines and plans potential contact points throughout the year so it becomes part of your business routine and not something you neglect.