Closed-End Fund Association’s Post

Recently, I had the opportunity to attend Institutional Investor Week in Newport, where I saw Erika Murphy join a panel discussion on how challenging market conditions have created the need for institutional investors to use adaptive multi-asset strategies. Throughout the panel, Erika and her fellow speakers shared strategies on building diverse portfolios that can help offer stability even in the midst of uncertain market dynamics. Learn more about solutions for endowments, foundations, and non-profit organizations at i.fidelity.com/nonprofits. Diversification does not ensure a profit or guarantee against a loss.

Cazenove Capital’s DFM team recently met with colleagues from across the firm to find out how our more specialised services can help you better serve your clients.   In this episode of 'DFM with a difference', Portfolio Director, Marcus Durie, is joined by Lyn Tomlinson, Head of Philanthropy, to discuss the benefits of Donor Advised Funds.   Watch the full episode here: https://lnkd.in/dDQ_6zNR When investing, your capital is at risk.   #wealthmanagement #dfm #privateclient

Teresa Araco Rodgers from The Presser Foundation emphasizes the importance of centering equity and diversity within the investment portfolio in addition to the foundation's mission and operations on the Non Profit Investors and Investment Solutions webinar hosted by the Chestnut Solutions Institute. The replay of the webinar can be accessed at https://lnkd.in/eTcDcQx8 #investmentsolutions #nonprofits #investmentmanagement #investmentconsulting #OCIO

Lessons from 21 Years of VC Fund Investing 🚀 Founder & Managing Partner of Vintage, Alan Feld, was featured on "The Peel" 🎙️ hosted by Turner Novak of Banana Capital 🍌. Alan shares invaluable lessons learned from six downturns, including: 🔷 What drives VC returns 📈 🔷 Advice for raising and managing a fund 💼 🔷 Sustainable sources of differentiation 🌱 🔷 How Vintage adds value as an LP 💪 🔷 Alan's non-profit work 😀 Don't miss out! Take a listen with the links in the comments below ⬇️ #VintageInvestmentPartners #BananaCapital #Podcast #NonProfit

An important but counterintuitive truth: investment performance is NOT the top priority for most institutions! Chestnut's market research has been demonstrating this truth for over a decade. If you don't believe me or our research, please listen to this outtake of Teresa Araco Rodgers of The Presser Foundation on the Chestnut Solutions Institute's recent webinar, discussing several non-performance factors that are top of mind for her as Presser considers retaining its first OCIO. #OCIO #investmentsolutions #endowmentsandfoundations #nonprofits #investmentmanagement #assetmanagement #investmentconsulting

Looking forward to moderating a discussion on how PE firms can prepare for 2025 at Kayo’s Women in Private Funds Summit this upcoming October alongside Eleena Melamed. Let me know if you are planning to attend and would like to connect. #privatefunds #assetmanagement #privateequity

Kura Labs provides online instruction for Cloud computing development, operations and maintenance; all are grounded in the needs of business. It is a free training tool to upskill professionals or add professional value to new graduates from high school or university. The award for the lab's work, is a direct indication that we should possess a working knowledge about "how" Cloud Computing-beyond AWS-impacts our various professions. A good self-education strategy is to start with high performance computing (HPC) and scale downward. Human helpdesks are vanishing and customer service will expand "limited or no human contact."

Voting is open for #SOCAP24! Check out our session "Capital Quest: Navigating the secret passageways of impact funding" with our partners Mission Driven Finance™and Boston Impact Initiative. "Our three organizations have had the privilege of working alongside dozens of leaders seeking capital, and we have raised impact funds ourselves. We know that community-rooted investment strategies are powerful antidotes to inequality, and that it’s incredibly difficult to obtain the right capital to do this necessary work." Vote here: https://bit.ly/4ahX9u5

Capital raising frustrations? We've been there. From investor access woes to juggling time-consuming tasks, it's a struggle. It’s the very essence of why we created a solution that will streamline your process, connect you with investors, and keep your focus on what truly matters: your business. Discover how CapitalHQ can help you achieve your fundraising goals. Learn more: https://buff.ly/3RYCsvD Steve Torso #CapitalHQ #FundraisingMadeEasy #StartupSuccess

Tmura is a simple way to tie your own future success with doing more good in the world.