01.09.2025
Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
On Wednesday, May 24, Jesus Jimenez will be speaking at Chicago Latinos in Philanthropy’s Let’s Talk About Grantmaking event, “Everything You Ever Wanted to Know About Endowments But Didn’t Know How to Ask!” in Chicago.
Jesus will be a featured speaker at the event, providing insights into Marquette’s approach to customizing investment programs that balance the use of traditional and alternative investments while factoring in the demands of an institution’s spending policy, cash flow needs, and operating budget. The event is described as follows: Let’s get into the weeds of the relationship between investments, endowments, and payouts. How do investment decisions get made? What’s the 5% payout all about? How do spending policies differ across foundations? What role do power dynamics play?
Chicago Latinos in Philanthropy promotes professional development, career advancement, and knowledge sharing within the Latino philanthropic community to deepen the expertise of members in the issues affecting the Latino community, foster collaborations, and effectively respond to the needs of the community. For more information, reference their LinkedIn page.
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
03.03.2025
On Wednesday, April 9, Tim Burdick, CFA and Nat Kellogg, CFA will be speaking…
03.20.2025
On Thursday, March 27, Christopher Caparelli, CFA and Jessica Noviskis, CFA will be speaking at the…
12.11.2024
On Wednesday, January 15, Dave Smith, CFA and Jack Sannes, CFA, CAIA will be…
05.31.2024
On Tuesday, July 16, Jack Sannes, CFA, CAIA will be speaking at a Community Foundation of Northeast…
03.12.2024
On Wednesday, May 22, Stephanie Osten will be speaking at the CFA Society of Pittsburgh’s Annual Endowments &…
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