Alternative Assets in Private Foundations

Alternative Assets

Given the long investing time horizon that many private foundations enjoy, leveraging alternative asset strategies may offer distinct advantages. The benefits can include the ability to deliver higher returns than assets that require a liquidity premium and a higher degree of predictability in uncertain markets. Josh Stamer, Senior Managing Director at Foundation Source recently hosted a panel discussion with Ben Durrant, CIO and co-founder of Provenio Capital based in Newport Beach, California, and Jeannea Varrichio, Foundation Source’s Legal Services Director, to discuss the legal and tax implications that foundations must consider as they explore and allocate to alternatives.

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