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The Corley Company, LLC, The Corley Company, and LLC द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री The Corley Company, LLC, The Corley Company, and LLC या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
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Guardians of Growth: The Board’s Role in Investment Management with William Kennedy

40:17
 
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Manage episode 390676907 series 3540661
The Corley Company, LLC, The Corley Company, and LLC द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री The Corley Company, LLC, The Corley Company, and LLC या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

Join us this week for an engaging conversation with William Kennedy, the Co-Founder and CEO of RiskBridge Advisors. William takes us on a journey into the realm of investment management, sharing his personal story and sharing the role of RiskBridge Advisors in supporting nonprofit organizations. Gain insight into the considerations the board must weigh when enlisting an investment manager, the significance of the Investment Policy Statement, and discover how your asset allocation eclipses the mere selection of an investment manager as a growth predictor.

RiskBridge Advisors

Timestamps:

(01:00) Interview begins, William introduces himself and Risk Bridge Advisors

(05:20) What does it mean to be a fiduciary? Why should nonprofits care about it?

(09:20) Can you help us understand the concept of risk for nonprofit organizations?

(15:00) When should people reach out to you?

(20:30) Are you seeing a lot of board turnover recently?

(21:55) What should the board’s role in investment management be?

(23:30) The importance of the Investment Policy Statement

(26:55) How do you help board members understand the investments

(29:45) Where do boards make mistakes?

(35:15) Anything else you want board members to be aware of?

(38:40) Recapping with Read

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

Apple Podcasts

Spotify Podcasts

Amazon

iHeartRadio

Visit us at: www.thecorleycompany.com/podcast

  continue reading

90 एपिसोडस

Artwork
iconसाझा करें
 
Manage episode 390676907 series 3540661
The Corley Company, LLC, The Corley Company, and LLC द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री The Corley Company, LLC, The Corley Company, and LLC या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

Join us this week for an engaging conversation with William Kennedy, the Co-Founder and CEO of RiskBridge Advisors. William takes us on a journey into the realm of investment management, sharing his personal story and sharing the role of RiskBridge Advisors in supporting nonprofit organizations. Gain insight into the considerations the board must weigh when enlisting an investment manager, the significance of the Investment Policy Statement, and discover how your asset allocation eclipses the mere selection of an investment manager as a growth predictor.

RiskBridge Advisors

Timestamps:

(01:00) Interview begins, William introduces himself and Risk Bridge Advisors

(05:20) What does it mean to be a fiduciary? Why should nonprofits care about it?

(09:20) Can you help us understand the concept of risk for nonprofit organizations?

(15:00) When should people reach out to you?

(20:30) Are you seeing a lot of board turnover recently?

(21:55) What should the board’s role in investment management be?

(23:30) The importance of the Investment Policy Statement

(26:55) How do you help board members understand the investments

(29:45) Where do boards make mistakes?

(35:15) Anything else you want board members to be aware of?

(38:40) Recapping with Read

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

Apple Podcasts

Spotify Podcasts

Amazon

iHeartRadio

Visit us at: www.thecorleycompany.com/podcast

  continue reading

90 एपिसोडस

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