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Colonial Consulting in the News

Michael Miller and Amita Schultes of Colonial Consulting to Present at the FAOG Conference 2015

FOR IMMEDIATE RELEASE

New York, NY, October 8, 2015 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director Michael Miller and Managing Director Amita Schultes, Ph.D. will be presenting at the FAOG Conference 2015 as part of the annual gathering of the Fiscal & Administrative Officers Group for Community Foundations. The FAOG Conference 2015 will be held at the new Music City Center in Nashville, TN between October 11th and 14th, 2015. FAOG members attending the conference benefit from great learning opportunities with experts and vendors in the field and valuable networking with colleagues from around the nation.

Mr. Miller will be speaking at his session titled "Endowment Investing - The Latest Thinking". Volatility and low returns from equity markets since 2000 led to a greater focus on managing risk with controlling volatility as an important objective. Following the Global Financial Crisis, this trend became even more popular due to concerns regarding economic conditions and the use of aggressive/experimental monetary policy around the globe. Michael Miller will discuss this history and how Colonial Consulting is advising clients to approach the challenges and issues in today's environment.

Ms. Schultes will be an expert panelist and share her views and experiences on the panel titled "Investment Manager Diversity 鈥 Making a Commitment to Inclusive Practices". Community foundations hold diversity and inclusion as important core values. Panelists will address the goals of diversity and maximizing return, highlight their progress in sourcing quality diverse managers and institutionalizing inclusive investment practices. Ms. Schultes will be joined on the panel by Erika Davies from the Association of Black Foundation Executives, Tedd Alexander from T. Rowe Price, Bert Feuss from Silicon Valley Community Foundation, and Bruce Myers of Cambridge Associates. The expert panel will be moderated by AmySeto, Executive VP and Chief Operating Officer of Baltimore Community Foundation.

Additional information regarding the conference can be found at the conference web site at https://events.bizzabo.com/200477.

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 the Fiscal & Administrative Officers Group for Community Foundations
The Fiscal and Administrative Officers Group (FAOG) is an association whose membership is comprised of: staff members of community foundations whose primary area(s) of responsibility are in the fiscal or administrative areas of their respective foundations; individuals serving a key fiscal or administrative role for a community foundation -- accounting, finance, HR, investments, IT; individuals from nonprofit organizations acting for or on behalf of the interests of community foundations. The Fiscal and Administrative Officers Group鈥檚 mission is 鈥渢o provide professional enhancements for the financial and administrative staffs of community foundations and to take a leadership position in establishing and communicating standards for the financial and administrative functions of community foundations鈥. More information can be obtained at their web site at http://www.faogcf.org.

Please direct all press inquiries to:

Charles Georgalas鈥
750 Third Avenue 20th Floor
鈥∟ew York, NY 10017鈥
212-218-4900