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Bankable Insights: What Every Investment Trustee Needs to Know

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A Primer for Investment TrusteesConsider this scenario: a college alumnus starts a successful technology company, cashes out and donates a big chunk to his alma mater. In return, the school asks him to serve on the board of directors of the endowment fund. The entrepreneur is a respected professional in the tech industry but isn’t a professional investor and has never served as a trustee. Now what? Read more

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