On Thursday, March 11, we were excited to host our second Asset Owner Series panel discussion. Our moderator was Daniele Donahoe, CFA from McShane Partners Wealth and Investment Advisory. Panelists included: Mark Roberts, CFA, CIO for Ironsides Asset Advisors, Libby George, Director of Investments for NC State University and Matt Bank, CFA, Principal at Global Endowment Management.
If you missed the discussion, please enjoy the replay as well as the links to podcasts and white papers mentioned.
Resources Mentioned during the Panel Discussion
- The End Game: The Grant Williams Podcast Featuring Mike Green
- The Greatest Story Ever Sold: The Rise of Passive Investing & the Fall of the Free Market, Podcast featuring Mike Green
- The Shift from Active to Passive Investing: Risks to Financial Stability? Article in the Financial Analysts Journal
Brittany Priester, CFA | Anne Rogers