Foundation Review. Presentation to: University Endowment Donors GLOBAL. PERSPECTIVE. DELIVERED. October 2nd, 2013
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1 Foundation Review Presentation to: University Endowment Donors October 2nd, 2013 GLOBAL. PERSPECTIVE. DELIVERED.
2 Introductions Brian Dombkowski, CFA President & Chief Investment Officer Brian provides overall strategic direction and leadership to the investment management, wealth management, finance and operations groups of Sand Hill Global Advisors. Before joining the firm, Brian served as the Co-Chief Investment Officer of Stafford Capital Management. Prior to his time with Stafford, he was a Co-Chief Investment Officer with RCM Capital Management. Brian currently serves on the Investment Committee of the Woodside School Foundation and has previously served on the Board of Directors of Children s Health Council, as Chair of their Investment Committee; as Chairman of the Board of Directors of the American Lung Association; and on the Board of Directors of a privately held mutual fund company. Brian earned his BS and MS in Finance from the University of Wisconsin and is a member of the CFA Institute and the CFA Society of San Francisco. Sara Craven Senior Portfolio Manager Sara works in close partnership with Sand Hill s institutional and non-profit clients in all areas of their endowment needs. Sara spent 17 years studying the fixed income markets and actively contributes to the investment management of Sand Hill s fixed income asset allocation and process. Prior to joining Sand Hill Global Advisors, she was a Portfolio Manager and Head Trader at Santa Barbara Bank & Trust and an international and emerging market bond associate for T. Rowe Price & Co. in Baltimore, Maryland. Sara has been an active board member for the Northern Nevada/Northern California Chapter of the Alzheimer s Association, the leading voluntary health organization inalzheimercare. SaraearnedherBAinEconomicsfrom the University of Delaware and her MA in Economics from University of California, Santa Barbara. Meghan DeGroot Analyst Meghan contributes to the design and implementation of asset allocation strategies. Her specific area of focus and research within the financial markets is fixed income. She works closely with the Wealth Management group to manage client relationships and portfolios and offer additional depth of resources to each client relationship. Previously, Meghan worked at SharesPost where she facilitated private party transactions of pre-ipo stocks. Prior to that time, she served as an Associate in the New York office of Sanford Bernstein where she focused on strategic asset allocations and the coordination of tax and estate planning with outside professionals. Meghan started her career at Fisher Investments. Meghan graduated summa cum laude with highest honors from the University of Georgia with a degree in International Business and a minor in Spanish. She is currently a CFA Level II candidate.
3 Introduction to Sand Hill: Who We Are Mission Statement We are dedicated to providing exceptional wealth advisory services by forming partnerships with our clients built on trust, understanding, and thoughtful counsel. In the investment management business since Client assets total over $1.25 billion. Fiduciary approach focused on independent investment advice and financial planning. Results-oriented philosophy executed through an insightful, team-based approach. Specialized focus on endowments and foundations. Employee-owned.
4 An Objective Partner Independence We are committed to the fiduciary standard, independence and objectivity in our research and in the implementation of client portfolios. We all sit on the same side of the table Sand Hill embraces an open architecture, best in class approach to investing, and emphasizes overall cost effectiveness. Sand Hill s ultimate objective is to provide clients with superior results over time and net of fees. Sand Hill does not syndicate any product, nor do we sell or receive compensation for the placement of any product. Sand Hill embraces the CFA and CFP Code of Ethics and Standards of Professional Conduct.
5 Investment Philosophy Strategic Asset Allocation Choosing the right asset classes has a powerful influence on a portfolio s overall performance and is a key element in managing risk.
6 The Endowment Allocation Risk and Reward The University Foundation portfolio is built to support your mission into perpetuity.
7 Your Endowment Allocation Risk and Reward The University Foundation portfolio is built to support your mission into perpetuity.
8 Investment Strategy Rebalancing A long-term, contrarian approach that is designed to take advantage of market volatility.
9 Investment Process Portfolio Construction Customized for your long-term goals Portfolio optimization and rebalancing Implementation and monitoring Risk Controls University Foundation s Trustee Governance Active Management Investment Dashboard Extensive Due Diligence Alternative Investments Manager Selection Manager Due Diligence Security Selection Direct Investment University Foundation s Investment Policy Statement Best of Breed Managers Open Architecture Core-Satellite Approach Unique Portfolio Impact Bond Portfolio Core Stock Portfolio Stock Option Analysis Concentrated Positions Idea Generation Focused Team of Portfolio Managers Macro Economic Analysis Global Market Outlook Strategic and Tactical Asset Allocation
10 Economic and Market Outlook
11 Economic and Market Outlook For the 12-month period ending June 2013, your endowment returned 11.1%.
12 The Magic of Education Mission-Driven An investment in knowledge pays the best interest. Benjamin Franklin What we do isn t magic, what you do is: The impact donors make made us think about the magic a donor creates when they, through gifting, create an education leap forward for a student. Your support of Sacramento State provides life-changing opportunities for the students, preparing them to be leaders in their professions and communities. Scholarships are among the most rewarding ways to give to Sacramento State because of the nearly immediate impact they can make on students lives. Establishing, contributing to or endowing a scholarship helps ensure that Sacramento State remains affordable and accessible. It also provides opportunities to recognize and motivate the best and brightest students.
13 Highly Relevant Magic I can read your mind..
14 Pick One Card and Concentrate.
15 Concentrate!.
16 Voilà!.
17 Lower Costs Improve Mission Sustainability.
18 Lower Costs Improve Mission Sustainability.
19 Mission Sustainability Trustee Prudence A complete market cycle is typically defined as a 5-year period. Recent measurement periods (5-year rolling periods) have averaged between 3%-4% annualized portfolio returns. These portfolio returns incorporate the Great Recession and the 2008 Market Liquidity Crisis. The projected return environment is more normalized than the recent experience would suggest. The Foundation s draw rate has been very prudent, which has protected the corpus of the endowment portfolio during this lower return period. Your contributions have the potential to lessen the reliance on the capital markets.
20 Working with your Trustees Redefine the Possible Your Trustees are focused on optimizing the Foundation s processes and outcomes. How do you implement a conflictfree relationship that serves my best interest? The failure of the brokerage model The commitment to objectivity The leverage of size and scale Fiduciary Responsibility Pace of Economic & Market Change Execution of Strategy How do you construct a portfolio against the backdrop of today s uncertain economic times? A global macro framework Strength of a dedicated team-based approach The role of alternatives in a portfolio How do you optimize execution? The discipline to rebalance The sustainability of your assets Excessive fees erode returns
21 THE MAGIC OF EDUCATION
22 Your Fiduciary Partner Sand Hill is honored to be your fiduciary partner in the management of your endowment portfolio..
Endowment Update. Presentation to: GLOBAL. PERSPECTIVE. DELIVERED. November 19, Sand Hill Global Advisors. All rights reserved.
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