Cox Capital Delivers Investment Presentation at Nonprofit Event
For the second year in a row, Associated Grant Makers (AGM), a nonprofit membership-based organization in Boston, hosted Cox Capital Management (CCM) for their presentation titled "An Introduction to Investing for Nonprofits and Foundations." CCM founder Bill Cox and portfolio manager Ethan Brown spoke about the best practices that nonprofits should employ when dealing with investments. The topics ranged from setting up investment committees, writing investment policy statements, evaluating investment managers, and simple tips to protect portfolios from disaster. The...
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