Jim Casselberry

MacArthur Foundation seeks to achieve strong, risk-adjusted net investment returns over time, at a cost comparable to other institutions with similar asset allocations. They use two methods for the ongoing management of its investment assets: an investment portfolio designed to earn a financial return sufficient to support a substantial, stable level of grantmaking and related operating activity over the planning horizon; and an impact investments portfolio dedicated to the advancement of the Foundation's program and philanthropic purposes. The Foundation maintains a broadly diversified portfolio with allocation to a variety of asset classes, both public and private, largely through investments in multi-investor pooled funds managed by outside investment managers that invest in underlying companies or securities. They manage risk through rigorous analytical research and broad diversification.

Campbell Newman aims to provide attractive risk-adjusted returns within the tenents of a conservative risk profile. The firm manages two products – Large-Cap Dividend Growth and Small-Cap Growth. Both strategies feature high-quality biased, high conviction portfolios. Client accounts in each strategy are generally managed in accordance with a model maintained by their Investment Committee. Their research process is independent and bottom-up.

Provides money management services

Functions as a College/University

Provides economic empowerment and educational opportunities

AIUSA builds model portfolios based on the firm’s best thinking and analyses in accordance with clients’ investment policy guidelines. The firm advises clients on a broad range of investment objectives and the selection and monitoring of investment advisers/managers.

Functions as a College/University

Provides investment advice