Join Jeff Malec and Jason Buck as they dive deep into the inaugural Return Stacked Symposium held at the CBOE in Chicago. They break down key presentations from institutional leaders like Jonathan Glidden and Roxton McNeal, exploring how portable alpha and return stacking are revolutionizing portfolio construction. Hear their candid insights on leverage, uncorrelated strategies, and why this approach might be the future of investing. From pension fund strategies to practical advice for RIAs, ...| RCM Alternatives
A modest 1 or 2 percent increase could significantly benefit the nonprofit sector. The post A bipartisan plan to raise the foundation payout rate appeared first on the Giving Review.| the Giving Review
Misunderstanding how endowments work puts scholarships, research, and students’ futures at risk—and distracts from the real threat facing higher education today.| Higher Education Today
Endowments have long been considered elite investors, but outdated strategies and skyrocketing costs are eroding their edge| CFA Institute Enterprising Investor
Insitutional investors who have doggedly pursued active management should heed the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one.”| CFA Institute Enterprising Investor
Universities, private equity, Blackstone, student housing, illegal immigrants, and smart hubs all converge in this master buyout of America.| coreysdigs.com
The Ohio University professor emeritus talks to Michael E. Hartmann about whether tax-incentivization is a subsidy, the taxation of endowments in higher education, Milton Friedman’s 2003 e-mail to him about negative externalities in higher ed, whether there might also be negative externalities in philanthropy, and the taxation of endowments in philanthropy, as well as a little about the Ohio Bobcats’ football team.| the Giving Review
The Ohio University professor emeritus talks to Michael E. Hartmann about the academic study of economics overall and applies a basic, general economic concept or two in the context of charitable giving to higher education.| the Giving Review
