Assets Nonprofit Portfolio Management 
The Big Picture
APRIL 29, 2025
This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.
The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. So, so you’ve held analyst roles and a number of asset managers.
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Brown Advisory
AUGUST 5, 2020
Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. This is especially true for community foundations.
Brown Advisory
AUGUST 5, 2020
Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. MANAGING COMPLEX AND SEASONAL INCOME STREAMS. This is especially true for community foundations.
The Big Picture
MAY 20, 2025
We want to donate half of our profits to nonprofit organizations. First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Tell us a little bit about the impact of that on running an asset management business. That’s when you launched where you launched.
Brown Advisory
MARCH 28, 2019
The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.
Brown Advisory
MARCH 28, 2019
The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.
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