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Colonial Consulting in the News

Privcap Interviews Colonial Consulting on Foundation & Endowment Investing

FOR IMMEDIATE RELEASE

New York, NY, Dec 4, 2014 - Managing Director Brian Crawford recently sat down with Privcap, a media company serving participants in the global private capital markets, to share Colonial鈥檚 insights about investing for foundations and endowments and considerations for investing in private capital. During the interview, Mr. Crawford discussed Colonial鈥檚 approach and how its unique characteristics help distinguish it from other firms to provide in-depth investment advisory services so that its clients meet their financial objectives and achieve their missions. Tom Franco, partner at Clayton, Dubilier & Rice, and Dan Federer, Managing Director of Washington University Investment Management Company (WUIMC) conducted the interview at Privcap鈥檚 Studio in New York City. The session is part of a ongoing series of editorial programs and interviews with thought leaders from the foundation and endowment world.

During the interview, Mr. Crawford opened with an overview of Colonial and its focus on foundations and endowments. He highlighted how managing an foundation or endowment differs from other institutions and pointed out one of the firm鈥檚 key strengths, 鈥淲e are subdivided by analyst and consultant, so the consultants are actually part of our research team as well and are out there doing due diligence, meeting with managers, and hopefully to the end benefiting the foundations and endowments that we work with.鈥 鈥淓very one of our portfolios, our client relationships, are customized, so we have no models, no templates, etc., and it leads to a lot of different portfolios and a lot of different discussions鈥, Mr. Crawford continued.

Mr. Crawford also discussed risk and traditional models of looking at volatility in a portfolio and how Colonial鈥檚 considerations run much deeper, 鈥淩isk, in our view, is so much more than that. That鈥檚 risk of losing assets, risk of not meeting those spending needs that I talked about before 鈥 just any type of possible damage to those long-term goals is a risk to us.鈥

Continuing with the conversation about private markets, Mr. Franco brought up private equity investing and considerations for foundations and endowments. 鈥淲e view private equity not as an investment but as a program, meaning we want to understand what we want to allocate to, how we鈥檙e going to size our positions, how we maintain vintage-year diversification over years and develop that seasoned portfolio, before we ever talk about a specific investment,鈥 explained Mr. Crawford. 鈥淚 think, as a consultant or an adviser, the worst thing I can do is get excited about a name I met last month or two months ago, present it to my client, and then two months later find another great name and present that to the client. We need to have a discipline and a program first.鈥

A video of the complete interview and full transcript can be obtained at Privcap鈥檚 web site at http://www.privcap.com/colonial-consulting-endowment-investing.

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 Privcap
Privcap is a digital media company that produces thought-颅鈥恖eadership content for the global private capital market, as well as offers digital communications services to market participants. Since its launch in September 2011, Privcap has produced dozens of focused reports and roughly 700 video programs 鈥 mostly in-颅鈥恉epth interviews and panel discussions with private investment experts. Privcap鈥檚 audience has grown to roughly 9,000 unique visitors per month, a mix of institutional limited partners, general partners, HNW investors and service providers. Privcap is based in New York City and has its own video studio as well as editorial and production staff.

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