SEI

AUGUST 2, 2022

Discussions covered a range of topics, including foundation operations, inflation and return expectations, processes for unspent distributions, asset allocation changes, and governance findings. Only 65% responded that they charge an endowment management/administrative fee, of which 43% were. 63% use an OCIO as an investment partner.

Asset Allocation 52

Asset Allocation Budgeting Nonprofit Distribution 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! We talked about: What is the best, fairest fee model for the client? Are low fees better than high fees? Does the AUM fee model represent a conflict of interest that needs to be disclosed?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. It was derivatives math, it was like working with the traders on like risk management. And you know, in general when you have jobs like these, it’s very hard to find a new job because you’re working all the time.

Retail 130

Retail Banking Math Management 130