2021 Oak City Retreat: Public Equities Roundtable

This post is part of a 5-part series highlighting some of the most impactful sessions from our inaugural retreat in the NC mountains in the spring of 2021. In our first year and given the COVID-related constraints, this was mostly a gathering of some foundations (staff + boards) and investment managers that we know well. As the retreat expands, we hope that it will be an encouragement to other foundations, endowments, and family offices to see the collective influence that capital can have on a broken world. We also hope it will be an encouragement to up and coming managers: that there are institutional investors excited to use capital to love our neighbors and bless the world.

Public Equities Roundtable

As an institutional advisor we employ many different asset allocations on behalf of our clients. Moderated by Chris Rudolph of UNC Management Company, hear from four of our public equity managers with diverse expertise as they discuss investing in the year 2020 in their respective specialties.

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