Research Publications Speeches
Research
Publications
Speeches
Quarterly Research Report
Market Summaries
2006 | 2005 | 2004 | 2003
The Interest Rate Conundrum - July 2005
Alternative Investments Checklist - October 2005
Implementing Real Assets for Smaller Institutions - 2005
The Impact of an Aging Population - March 2004
Private Equity Investing - August 2004
Managed Futures - August 2004
Liabilities and Endowment Management - September 2004
Hedge Funds Revisited - September 2003
The Looming Crisis in Endowment Spending - 2003
The Crisis in Endowment Spending - April 2003
Investing in a Low Return Environment - September 2003
Timberland - March 2002
Exchange-Traded Funds - March 2001
Inflation-Protected Bonds - March 2001
Private Equity Investing - November 2001
Feasibility and Appropriateness of Peer-Relative Performance Objectives - 2001
Hedge Funds - September 2000
2006 National Speaking Engagements
Faith Based Inv. Leadership Summit – January 6 – Miami, FL Lutheran Educational Conference of North America – February 11 – Phoenix, AZ Southern Employee Benefits Conference – April 18 – Atlanta, GA Strategic Research Institute – May 18 – Boston, MA Louisiana Trustees Education Council – July 15 – New Orleans, LA Foundations, Endowments, and Non-Profits Summit – October 11 – Toronto, Ontario Information Management Network – October 16, 17 – San Francisco, CA IM Faith-Based Investment Roundtable – October 26 – Atlanta, GA Southeastern Conference of Foundations – November 10 – Savannah, GA EACUBO Syracuse Area Fall 2006 Workshop – November 13 – Syracuse, NY National Association of United Methodist Foundations – November 16 – New York, NY