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February 2015

EFFECTIVE ENDOWMENT GOVERNANCE:  WHAT SAVVY NONPROFITS ARE DOING

by John H. Tyler

Nonprofit organizations fulfill a critical role in our communities, and the need to protect and grow endowment in support of program spending is an absolute Board responsibility.  As global capital markets become increasingly dynamic and investment strategies more complex, savvy nonprofits are recognizing the need to strengthen their endowment governance.

The globally diversified portfolio of the Endowment Model - aligned to institutional risk/return objectives - remains, in our view, the proper strategic construct to invest a nonprofit portfolio.  Its application alone, however, does not assure successful investment outcomes.  Of equal importance is how well nonprofit leadership executes on its critical role.

 

  February 2014

VALUES-BASED AND IMPACT INVESTING: AN INTRODUCTION

by Lisette Cooper, CFA, Ph.D., Kate Huntington, David Lynch, Elizabeth Hardy, Emily Porter

Impact investing is investing with the intent to earn a financial return while creating a positive social impact consistent with an investor's core values. Impact investing is one of several values-based investment techniques that lie along a continuum between traditional risk/return based investing and philanthropy. One of the most important recent developments in this field is the increasing number of investment opportunities that are structured to earn both a market rate of return and provide impact, as this type of structure is appealing to a much broader audience than values-based investments with limited returns. In effect, these investments lie on a new "efficient frontier" in investing that encompasses risk, return, and values-based impact.

 

August 2013

WHICH INVESTMENT MANAGEMENT MODEL IS RIGHT FOR YOUR ENDOWMENT, FOUNDATION, OR FAMILY?

by Lisette Cooper, CFA, Ph.D.

In today’s volatile and complex investment environment, it's not easy to gather the talent and resources needed to manage investment portfolios successfully. Research suggests that you need at least $2 billion in investable assets to hire your own Chief Investment Officer (CIO) and investment team to build a portfolio that takes advantage of the latest techniques for prudently balancing risk and return. Athena believes it is important to identify the right investment management model from the five most common models for endowments, foundations and families of significant wealth. The newest model, the Outsourced CIO, is of particular interest as a potential way for smaller organizations to produce strong, competitive, risk-adjusted returns.

 

If you are interested in receiving the full copy of any whitepaper, please contact Liz Hardy.

January 2015: Athena Capital Advisors ranked #6 on Financial Planning's RIA Leaders 2015

Financial Planning, January 2015

December 2014: Athena ranked by Investment News as the #1 RIA in Massachusetts and #28 nationwide
December 2014: "Opening Bell" on Fox Business features Lisette Cooper, CEO of Athena Capital Advisors
November 2014: Lisette Cooper speaks on compassion at "Wisdom 2.0 Business" conference with Sharon Salzberg and Gina LaRoche
November 2014: Lisette Cooper is a guest on Bloomberg's "Taking Stock" with Carol Massar and Michael McKee

Taking Stock: Cooper on Oil, BRICs, New Metrics of Quality

November 2014: Bloomberg's annual ranking of the Richest Family Offices features Athena Capital

Bloomberg Markets, November 2014

October 2014: Squawk Box Asia interviews Todd Burchett, talking oil's effects on markets
September 2014: Closing Bell roundup features Todd Burchett's take on value in U.S. markets
September 2014: Bloomberg Radio's "Taking Stock" interviews Jeff Egizi
September 2014: Mike Lear on the floor of the NYSE for "Closing Bell" on CNBC
August 2014: Wealth and Finance International Recognizes Athena with its "Award for Excellence in Impact Investing - North America"
August 2014: Athena Capital Advisors Adds John H. Tyler as Director Download
August 2014: Planning "Matters" - Using Private Placement Life Insurance and Private Placement Variable Annuities as Income and Estate Planning Tools Download
July 2014: The GIIN Investors' Council Welcomes Athena Capital as a Member

The GIIN Investors' Council is an industry leadership group composed of active large-scale impact investors, representing a diverse set of institutions from around the world.

July 2014: Todd Burchett chimes in on earnings season on "Closing Bell"
July 2014: "Street Signs" on CNBC features Mike Lear
June 2014: Bill Griffeth interviews Michael Lear on CNBC
June 2014: Boston Business Journal ranks Top RIAs in Massachusetts; Athena Capital featured
June 2014: Athena Capital ranked by Financial Times as one of its inaugural Top 300 RIAs

Financial Times, June 26, 2014

June 2014: Jeff Egizi featured on Bloomberg Radio's "Taking Stock," with Pimm Fox and Carol Massar
June 2014: David Berns talks about tactical asset allocation in Financial Advisor IQ
June 2014: Athena ranked by Investment News as the #1 RIA in Massachusetts and #24 nationwide; #9 HNW specialist firms
May 2014: Michael Lear discusses the day's market rally on CNBC's "Closing Bell"
May 2014: Maria Bartiromo and Lisette Cooper discuss hedge fund tax implications on Fox Business Network's "Opening Bell"
May 2014: Michael Lear featured guest on CNBC's "Closing Bell"
April 2014: Bill Griffeth and Lisette Cooper discuss U.S. and emerging markets on CNBC
April 2014: Todd Burchett's thoughts on sector rotation - CNBC
March 2014: Lisette Cooper interviewed by Pimm Fox on Bloomberg Radio's "Taking Stock"
March 2014: Todd Burchett a "Closing Bell" panelist on CNBC
March 2014: Todd Burchett talks markets on "Closing Bell"
January 2014: Athena Capital recognized as one of the Top 100 Fee-Only RIAs; Lisette Cooper Featured

Financial Planning, January 2014

December 2013: Athena Capital ranked by Investment News as the #1 RIA in Massachusetts and #22 nationwide
November 2013: Lisette Cooper featured on CNBC "Closing Bell" with Maria Bartiromo
November 2013: Athena Capital Advisors Announces Hiring of Todd Burchett Download
November 2013: Lisette Cooper on CNBC "Closing Bell"
October 2013: Zung Nguyen spoke at the Third Annual Treasurer's Breakfast hosted by Argo Real Estate in New York
September 2013: Planning "Matters" - Whom Do You Trust? by Anne Marie Towle Download
2013: Lisette Cooper and David Berns featured in "Analyze This: Should Advisers Build Their Own Analytic Applications?"

CFA Institute Magazine, September/October 2013

2013: Athena Capital Advisors ranks amongst "The Richest Family Offices" worldwide

Bloomberg Markets, September 2013

2013: Athena Capital interviewed in "Too Much or Not Enough? Striking the Right Balance with Risk Metrics is a Challenge for Advisers"

CFA Institute Magazine, July/August 2013

2013: Massachusetts Lawyers Weekly names Leonard Lewin as one of its "In-House Leaders 2013"
2013: Athena's New Fund Investments
Athena Capital invests two $1 million, five-year loans on behalf of its
clients, in the Bridge Fund to assist UNICEF in the Nigeria polio immunization campaign.
Download
June 2013: Zung Nguyen presented at the Private Banking and Strategic Leadership Symposium sponsored by the Metropolitan College of New York for the senior executives of Industrial Commerce Bank of China (ICBC)
May 2013: Zung Nguyen participated in an asset management panel discussion, "Meeting the Needs of Affluent Investors", at the 4th Annual Financial Service Conference in NYC, sponsored by Freeman & Co.
February 2013: Planning "Matters" - New Tax Laws as Applied to Non-Grantor Trust Income by Anne Marie Towle Download
2013: Athena Capital Announces the Opening of a NYC Office and Hiring of Zung Nguyen Download
2012: Lisette Cooper Speaks at the Woman Advisors Forum Boston
2012: Athena Capital interviewed in WSJ article "Spousal Lifetime Access Trusts Save Clients Millions"
2012: Athena Capital Comments on Fiscal Cliff - WealthManagement.com
2012: Standard Bancshares, Inc. Announces Strategic Recapitalization Download
2012: Athena ranked #14 as Top Family Office by REP. Magazine Download
2012: The Top Wealth Managers 2012 Profiles: Athena Capital Advisors
2012: Athena Capital Advisors ranks #2 in Average Assets under Management
2012: Athena Capital Advisors ranks amongst Top 50 Family Offices Worldwide

Bloomberg Markets, September 2012

Download
December 2011: CNBC features Lisette Cooper from the floor of the NYSE
November 2011: Lisette Cooper featured on CNBC "Closing Bell"
2011: Athena Capital Advisors ranks amongst Top 50 Family Offices Worldwide

Bloomberg Markets, September 2011

2011: Athena Capital Advisors ranks #1 in Average Assets under Management

AdvisorOne 2011 Top Wealth Managers

2011: Athena Capital Advisors Announces Acquisition of Stonehorse Capital Management Download
June 2011: Lisette Cooper on CNBC Market Roundup
March 2011: Lisette Cooper on CNBC Market Breakdown
2011: Athena Capital Advisors ranks amongst Top 50 Fee-only RIA in the Nation

Forbes.com, January 2011

2010: Athena Capital Advisors ranks #1 amongst Top Wealth Manager

Wealth Manager Magazine's, July 2010 issue

2010: Athena Capital Advisors ranked as one of the "Top 50 Fee-Only Advisors"

Forbes.com, March 2010

2009: Athena Capital Advisors ranks #1 amongst Top Wealth Managers

Wealth Manager Magazine's, July/August 2009 issue

March 2009: Athena is one of "the Most Dependable Wealth Managers of the Northeast US"

Forbes Magazine, March 2009