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Aug
2026
Beyond ESG: A Practical Framework for Responsible Investing
By Poorvi Parekh, CFA
This paper explores the landscape of socially responsible investing for philanthropic organizations, particularly endowments and foundations. It aims to address the confusion and concerns among trustees by discussing the spectrum of responsible investment approaches. The paper emphasizes the importance of aligning inve…
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Jan
2026
Bridging Mission and Capital: How Program Related Investments Empower Foundations
By Poorvi Parekh, CFA
Foundations exist to tackle challenges that markets and governments overlook, such as funding research, advocacy, and providing vital services for those who need it most. Traditionally, this meant giving grants to those providing the services and growing the endowment capital base through conventional investments. But…
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Apr
2025
Will Tariffs Set Us Free?
By Poorvi Parekh, CFA
In his book, The World is Flat, Tom Friedman explores how the globalization of trade and the resulting flattening of the world. He felt that they contribute to the emergence of middle-class jobs in developing countries while simultaneously reinforcing the regional identities of developed nations. By applying the princ…
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Abigail Glerum
Principal, Goldentree Asset Management"Exploring Opportunities in the High-Yield Credit Markets"

 

Ron Temple
Chief Market Strategist, Lazard Asset Management"Geopolitical Risks: Impact on Global Financial Markets"

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