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Nonprofits are facing a more complex mix of pressures amidst shifts in the landscape, some newer and some that have become more pointed. In a new episode of Conversations with Commerce Trust, Chief Investment Officer and host David Hagee is joined by Amy Pieper, Director of Institutional Client Sales and Service, to discuss the insights and trends driving the need for nonprofits to segment their donor strategies, look more broadly at tools that can strengthen the approach to governance, and enable a more nuanced approach to portfolio management.
Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts
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Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Brian Musielak, Director of Fixed Income Portfolio Management, to discuss U.S. municipal bonds (munis), the tax benefits munis may offer high-net-worth investors, and unique…
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Tara McConkey, Director of Portfolio Management, to discuss foundational elements that make up the artificial intelligence (AI) ecosystem, future use case applications, and …
Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts
Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts
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