In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline, Head of Endowments, Foundations, and Healthcare, we provide in-depth discussions on navigating today's complex investment landscape. 

Center For Investment Excellence

J.P. Morgan Asset Management

How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction

SEP 8, 202520 MIN
Center For Investment Excellence

How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction

SEP 8, 202520 MIN

Description

In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline, Head of Endowments, Foundations, and Healthcare, we provide in-depth discussions on navigating today's complex investment landscape.