Presentation

Investment Strategies for Small Foundations

Publication date: 
11/2009
This in-depth session for foundations with few or no staff explored the many opportunities and challenges that small foundations face in today’s new world. Learn the latest thinking on foundation investment strategies. Presenter: Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants.

Questions to Ask Your Investment Manager

Publication date: 
01/2009
This PowerPoint, by Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants, shows a framework foundation boards and investment committees can use to assess asset allocation strategies; and provide a practical set of tools for assessing investment managers.
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