10 Insights After a Decade in the Independent Sponsor Market

TIFF Investment Management is proud to have been one of the early institutional investors to enter the independent sponsor market. In this video, Brendon Parry, CFA, Head of Private Markets, Deputy CIO, and Stephen Williams, CFA, Managing Director, Private Markets, share insights from TIFF’s front-row seat to the development of this market, drawing on experience across more than 60 company investments with over 25 independent sponsors.

Parry and Williams discuss how the independent sponsor landscape evolved over the past 10 years, why we believe it remains an inefficient corner of the private equity market ripe for potential outsized returns, and the key factors that have driven success over the years of partnership with independent sponsors.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

These materials may contain forward-looking statements relating to future events. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expect,” “plan,” “intend,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” the negative of such terms or other comparable terminology. Although TIFF believes the expectations reflected in the forward-looking statements are reasonable, future results cannot be guaranteed.

Introduction to Endowment Investing at TIFF

TIFF works with a wide range of nonprofits. The individuals that we interact with from these organizations have a wide range of investment experience and knowledge. This video is for those individuals that have less experience with financial markets and would like to gain a better understanding of endowment investing.

Watch this video and more, click here.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

Spotlight Series: Private Foundations

In this insightful video, Mallory Dennis, a Director in TIFF’s Client CIO Group, delves into the intricacies of private foundation management. She skillfully examines the fine equilibrium necessary to achieve strong investment returns while managing cash flow timing. Mallory emphasizes the pivotal role of customized investment strategies and meticulous liquidity management in ensuring seamless operations. Join her as she shares valuable insights on navigating these complexities to meet both financial objectives and philanthropic aspirations.

Watch this video and more, click here.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

Spotlight Series: Higher Education

Every year, when NACUBO releases its annual study, many nonprofits focus on how all NACUBO peers in their size cohort performed. We think benchmarking only by size falls short.

Instead, drill down to peers at the same type of institution. Looking at the best thinking of institutions who are just like you – but unconstrained by size – can give valuable insights into how peers tackle challenges through their portfolio.

The differences in asset allocation and performance go to the heart of why TIFF was founded: to help smaller institutions invest like their larger peers.

Watch this video and more, click here.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

Spotlight Series: Risk Management

Discover how TIFF seeks to use idiosyncratic active managers in portfolios in search of outperformance and meet individual client risk tolerances. Jessica Bolster, CFA, from TIFF’s Portfolio Construction team, details how the strategic deployment of passive hedging instruments helps fulfill custom client liquidity and exposure needs while maintaining potential for alpha delivery.

Watch here: TIFF Spotlight Series: Risk Management

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.