CEO Charlie Georgalas to attend Endowment and Foundation Roundtable
New York, NY, June 1, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that CEO Charlie Georgalas will be joining a panel at the Endowment and Foundation Roundtable. The Roundtable has been organized by Institutional Investor and will be held from June 5th to June 7th, 2018, at the Four Seasons Hotel, Boston, MA. The summit will be attended by professionals from the endowment, foundation, hospital plan, investment manager, and investment consulting sectors.
Mr. Georgalas will co-host one of the Idea Labs at lunch on June 6th. The other co-host joining the Idea Lab will be John Furlow, EVP & COO of the Texas Presbyterian Foundation. The Idea Labs will provide the opportunity to consider a wide range of topics impacting institutional portfolios in today’s economic environment. Topics will include investing in a rising interest-rate environment, how to incorporate hedge funds in an institutional portfolio, and assessing whether future private equity returns can match historical returns.
About Colonial Consulting, LLC
Colonial Consulting is a leading investment consulting firm founded in 1980 with a focus on contributing to strong investment returns. With the firm’s experience, expertise, and in-depth research, Colonial Consulting provides valuable investment advice and full service consulting to help its clients meet their financial objectives. The firm has always focused on non-profits and approximately 90% of client assets are held by endowments or foundations. As a result, the firm is structured to specifically work with the requirements and challenges of these institutions. Colonial Consulting’s efforts are focused on a number of areas and are driven by the deeply rooted philosophy that the firm exists to serve clients and that their success defines its own.
About Institutional Investor
Institutional Investor is a well-regarded business to business publisher, focused primarily on international finance. Institutional Investor also runs conferences, seminars and training courses that are focuses on institutional investors of all types and locations.
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