Bloomberg: Alternative Investment Solutions

In an exclusive conversation, Bloomberg Intelligence Head of Strategy for Alternatives & OCIO Solutions, Gaurav Patankar, speaks one-on-one with TIFF Investment Management, CEO Kane Brenan on the unique challenges facing CIOs as the need for alternative investment solutions plays an increasingly pivotal role in the asset allocation process.

View the discussion: Alternative Fund Investment Series: A Discussion with Kane Brenan

 

Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance. There is no guarantee that any particular asset allocation or mix of strategies will meet your investment objectives.

The link to the recording is being provided for informational purposes only and the recording constitutes neither an offer to sell nor a solicitation of an offer to buy securities. It also does not constitute investment, legal or tax advice. Opinions expressed therein are those of TIFF and are not a recommendation to buy or sell any securities.

The recording may contain forward-looking statements relating to future events. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expect,” “plan,” “intend,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” the negative of such terms or other comparable terminology. Although TIFF believes the expectations reflected in the forward-looking statements are reasonable, future results cannot be guaranteed.

Where Investors Are Looking for Future Performance

TIFF Investment Management’s CEO, Kane Brenan, was a panelist for EisnerAmper’s Alternative Investment Summit “Investment Spotlight: Where Investors Are Looking for Future Performance” to share perspectives on the many alternative investment opportunities. This virtual discussion covers:

  • Which strategies are top of mind for investors going into 2023?
  • What are the key differentiators when comparing funds?
  • How an emerging strategy becomes a viable investment opportunity?

View the recording: Investment Spotlight: Where Investors Are Looking for Future Performance

 

Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance. There is no guarantee that any particular asset allocation or mix of strategies will meet your investment objectives.

The link to the recording is being provided for informational purposes only and the recording constitutes neither an offer to sell nor a solicitation of an offer to buy securities. It also does not constitute investment, legal or tax advice. Opinions expressed therein are those of TIFF and are not a recommendation to buy or sell any securities.

The recording may contain forward-looking statements relating to future events. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expect,” “plan,” “intend,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” the negative of such terms or other comparable terminology. Although TIFF believes the expectations reflected in the forward-looking statements are reasonable, future results cannot be guaranteed.

Webinar: State of the Markets Macro Economic Check-In

Jay Willoughby, CIO at TIFF, participated as a panelist in a recent webinar, “State of the Markets Macro Economic Check-In”, with Catholic Investment Services. Jay sat down with Jack Brennan, CIS Founding Chair and Former CEO of Vanguard, and Ted Disabato, Managing Principal/Consultant at Meketa Investment Group, to discuss the current state of the financial markets, the effects of inflation and other dynamic factors, and the risks and opportunities ahead for institutional investors.

Watch the replay of the webinar through the link below.

CIS Webinar: State of the Markets Macro Economic Check-In

Please note that this webinar has been edited from its original recording to shorten its length. This webinar is for general informational purposes only and does not constitute an offer to sell nor a solicitation of an offer to buy securities. The asset classes discussed may not be suitable for all investors. All expressions of opinion are subject to change. Past performance does not guarantee future results. All investments are subject to risk, including the possible loss of principal.

 

TIFF Celebrates Dick Flannery’s Retirement

As we reflect on over 30 years of pursuing investment excellence on behalf of our members, we recently celebrated Dick Flannery’s contributions and leadership as CEO. During his tenure, Dick embodied TIFF’s mission of aligning the culture of the firm with that of our members to create a positive impact on society.

Dick placed an emphasis on caring for the wellbeing of our members to ensure their goals came first and he inspired the individuals he worked with to want to be better co-workers, investment professionals, and citizens.

We look forward to our continued focus on constructing custom investment solutions that help our members fulfill their mission and achieve their goals.

Check out the video with highlights from Dick Flannery’s recent retirement party here.

TIFF Roundtable: ‘What Fresh Hell is This? Lessons Learned by Nonprofits During the Pandemic’

TIFF Investment Management is a mission driven OCIO delivering excellence in investment performance. More broadly, TIFF’s mission is to hold events to discuss issues and provide access to exceptional thought leaders in endowment management to help give opportunities to share ideas and concerns with industry peers that you may experience on a day-to-day basis.

Recently, TIFF hosted a roundtable breakfast and networking event featuring Judith Durkin Freyer, CFA, Chief Investment Officer Emeritus of The Board of Pensions of the Presbyterian Church (USA), Valerie Martin, CPA, Chief Financial Officer of the Connelly Foundation, and Shane McAndrew, CFA, Chief Investment Officer of Villanova University. The discussion, moderated by Kane Brenan, CEO of TIFF, took the audience back to March 2020 at the onset of COVID-19 and how their nonprofit organizations managed enterprise, investment, and governance level challenges. We were excited to be back at this in-person event held at the Union League of Philadelphia.

Judith Durkin Freyer, CFA
Judy is the Chief Investment Officer Emeritus of The Board of Pensions of the Presbyterian Church (USA). Over her 30-year tenure she grew the boards assets for approximately $2B in 1988 to close to $11B when she retired in 2020. Judy has stayed extremely busy in her retirement serving as Director, Committee Member, and Chair of numerous nonprofit endowments and foundations including the Curtis Institute of Music, William Penn Foundation, The Library Company of Philadelphia, The Ministers and Missionaries Benefit Board, among others.

Ms. Freyer received a B.A. from Manhattanville College, an M.A. in economic history from the University of Pennsylvania, and an M.B.A. from Boston University.

Valerie Martin, CPA
Valerie joined the Connelly Foundation as CFO back in 2019. Previously, Valerie spent 15 years as CFO of the John Templeton Foundation. She is an active volunteer serving as Vice Chair and former Treasurer for the Alliance for Health Equity; Board Member and Treasurer of Let Freedom Ring; Audit Committee Chair and former Board Member for the Philanthropy Network of Philadelphia; Webinar Co-Chair for the Communications Committee; and former board member for the Foundation Financial Officers Group (FFOG).

Ms. Martin received a B.S. in Accounting from the Alfred Lerner College at the University of Delaware.

Shane McAndrew, CFA
Shane is the Chief Investment Officer of Villanova University. Shane was the first individual hired at Villanova to establish their dedicated investment office. Prior to Villanova Shane spent 7 years as Director of Investments at the Ludwig Cancer Research. He led their expansion into private global markets, as well as led their research effort in both traditional asset classes as well as alternatives.

Mr. McAndrew earned a B.S. in Finance from Fordham University. He is a member of the CFA Society Philadelphia at the CFA Institute.

Please contact memberservices@tiff.org for information about future events.