Capital Advisory Group Part II: The Evolution of the Endowment Model

Our Capital Advisory Group speaks with over 180 endowments and foundations across the globe with an average of $5.6 billion in assets under management. Monica Issar, global head of J.P. Morgan Wealth Management’s Multi-Asset and Portfolio Solutions, leads an in-depth discussion on the endowment model and how it has evolved over time. Monica is joined by Meredith Jenkins, chief investment officer for Trinity Wall Street, and Kim Lew, vice president and chief investment officer for Carnegie Corporation of New York, to share their experiences.

This podcast was recorded on July 10th, 2019.

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