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Colonial Consulting in the News

Amita Schultes to Speak about Investment Manager Diversity at the 2014 Fall Conference for Community Foundations


New York, NY, Oct 9, 2014 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director and Senior Consultant Amita Schultes, Ph.D. will be presenting at the 2014 Fall Conference for Community Foundations along with members of an esteemed panel. The conference will be held between October 19 and October 22 at the Cleveland Convention Center in Cleveland, Ohio.

At the conference, Ms. Schultes, Ph.D. will be speaking about "Investment Manager Diversity: The Hardest Taboo to Break." The session will cover insights about this pool of talent, performance of minority- and women-owned management firms in different asset classes, and how intentionally investing with these firms presents an opportunity for furthering a foundation鈥檚 mission, achieving alpha, and developing donors for the future. Ms. Schultes will be joined by Tedd Alexander, Board Vice Chair, The Baltimore Community Foundation; Erika Davies, Director of External Affairs, ABFE; Natalie Eckford, Managing Director, Cambridge Associates, LLC; and Bert Feuss, Vice President, Investments, Silicon Valley Community Foundation. The session will take place on October 22 at 10am.

This fall, the Council on Foundations marks the culmination of the first 100 years of service and leadership by community foundations. Attendees at the 2014 Fall Conference will hear renowned subject-matter experts, discover peer-tested ideas, learn new ways to innovate, and make valuable connections with other leaders in the philanthropic sector.

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 provides valuable investment advice and full service consulting so that its clients can 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'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 the Council on Foundations
An active philanthropic network, the Council on Foundations, founded in 1949, is a nonprofit leadership association of grantmaking foundations and corporations. It provides the opportunity, leadership, and tools needed by philanthropic organizations to expand, enhance and sustain their ability to advance the common good. With members from all foundation types and sizes, the Council empowers professionals in philanthropy to meet today鈥檚 toughest challenges and advances a culture of charitable giving in the U.S. and globally.

Please direct all press inquiries to:

Charles Georgalas
750 Third Avenue 20th Floor
New York, NY 10017