ClearView Fiduciary Alliance Holds First Member Meeting

ClearView Fiduciary Alliance is pleased to announce that it conducted its inaugural Alliance Member Meeting on November 5, 2015 at the Carolina Country Club in Raleigh NC.  The agenda for the meeting included:

  • Organizational Update
  • Q3 2015 Peer Universe Observations
  • Peer Reporting Portal Preview
  • “Learning and Teaching” Opportunities Discussion

“This inaugural meeting of the Alliance Membership was a critical step in our effort to connect foundation, endowment and not-for-profit fiduciaries in ways that help them make better investment decisions for their respective organizations” commented Larry D. Coats, CEO of ClearView.

December 1, 2015 Categories: News