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Podcast & Paper: Preserving Intergenerational Equity

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By Laurie Bagley, Senior Vice President and Investment Manager, SunTrust Foundations & Endowments Specialty Practice

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Laurie Bagley, Senior Vice President and Investment Manager, Foundations and Endowments Specialty Practice, SunTrust Bank, talks about challenges and strategies when creating an investment policy that aims to preserve intergenerational equity in perpetuity.

Endowment trustees can find it challenging to create an investment policy that is geared for an unlimited time horizon. Laurie Bagley, Senior Vice President and Investment Manager, Foundations and Endowments Specialty Practice, SunTrust Bank, explains how endowment boards can develop an investment policy that preserves intergenerational equity.

For more information about SunTrust  Foundations and Endowments specialty  practice, call 866.223.1499 or contact your Client Manager. Learn more about the SunTrust Foundations and Endowments specialty practice.

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