Jonathan Balkin, Executive Director of Lionpoint Group, co-hosted a webinar panel to discuss the technology opportunities for foundations. Participating in the panel were:

  • Nicole Bencik, Partner, National Not-For-Profit Tax Services Leader, Crowe Horwath LLP
  • Nicholas J. Schiavo, Director of Investment Accounting, The Leona M. and Harry B. Helmsley Charitable Trust
  • Hugh Stacey, Executive Director of Investor Solutions, Augentius

Foundations have diversified investment portfolios which include private equity, hedge funds, commingled accounts, fixed income, real estate, etc. Managing a multi-asset class portfolio poses various challenges to both large and small foundations. The solution is to produce a consistent process which consolidates data in a meaningful manner to deliver actionable results. The webinar shows participants how to produce a consistent process which consolidates data in a meaningful manner to deliver actionable results across foundations.

To view the webinar, please click here.