In today's dynamic marketplace, we believe it's more important than ever for our clients to understand our processes, stay well-informed and be proactive. As such, we provide our clients with important, informative tools and publications.













Year-end market update and projections for 2009.


The cover story on November 9th in Barron's Magazine entitled "Crash Course" speaks to recent performance and allocation decisions of university endowment funds. After reading the article, we thought it was important to highlight the salient points, discuss our thoughts, and address some of the key decisions we, as investors and as a committee, have made.


Hedge Fund adn Private Equity Shakeout: Helping Trustees Understand What Happened in 2008 and What do Expect Going Forward

The presentation covers the following points:

1. Factors that Caused the Financial Crisis
2. Possible Solutions to Restpre Confidence in the Financial Markets
3. Why Mean Variance, Monte Carlo, and Value-at Rish (VaR) Models Didn't Work
4. Understanding Levered Trades that Blew-Up in 2008
5. How the Events of 2008 Caused Massive Restructuring in the Hedge Fund Marketplace
6. Private Equity: The Implosion of Recent Year Vintages and What to Expect