March/April 2016—Institutional Foundations and Endowments

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Investments & Wealth Monitor

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Current Issue: March/April 2016—Institutional Foundations and Endowments

Feature Articles—March/April 2016
Democratizing Alternative Investments, Anthony B. Davidow, CIMA®
GBI = Gimme Better (Financial) Instruments, Arun Muralidhar, PhD
Hedge Fund Strategies: A Discussion with Heather E. Tookes, PhD, Interviewed by Anthony B. Davidow, CIMA®
Hedge of Least Regret, Robert Whitelaw, PhD, and Salvatore J. Bruno
Maximizing Your Effectiveness on Investment Committees, Carolyn A. Lugbill, CAE, MAM, and
Jim Meffert
Real Assets: Liquidity and the Endowment Model, Michael Underhill
Responsible Investment: Performance vs. Conviction, Alex Bernhardt
Social Impact Insights: Looking for Unicorns, Gayle Jennings-O’Byrne
Sustainable and Responsible Investing for the Modern Fiduciary: Aligning Goals, Duties, Investments, and Impact, Suzanne L. Shier, JD, LL.M., and Benjamin J. Lavin, JD, LL.M.
The Evolution of ERISA Fiduciary Best Practices, Marcia S. Wagner, JD, and
Thomas E. Clark, Jr., JD, LL.M.
The Rationale for Private Equity, Bob Rice
Trends in the Outsourced Chief Investment Officer Market, Travis Pruit, CFA®
Spotlight on Ethics
Book Review: More Than You Wanted to Know: The Failure of Mandated Disclosure, reviewed by
Mark Harbour, CPA, CIMA®, CFA®

Inside IMCA
Editor’s Note
Certificant Profile: Kelly Walsh, CIMA®—A Trusted Advisor to Advisors
IMCA Ups the Ante on Conference Strategy
Call For Nominations: IMCA Board of Directors