Guardians of Growth: The Board’s Role in Investment Management with William Kennedy

Join us this week for an engaging conversation with William Kennedy, the Co-Founder and CEO of RiskBridge Advisors. William takes us on a journey into the realm of investment management, sharing his personal story and sharing the role of RiskBridge Advisors in supporting nonprofit organizations. Gain insight into the considerations the board must weigh when enlisting an investment manager, the significance of the Investment Policy Statement, and discover how your asset allocation eclipses the mere selection of an investment manager as a growth predictor.

RiskBridge Advisors

Timestamps:

(01:00) Interview begins, William introduces himself and Risk Bridge Advisors

(05:20) What does it mean to be a fiduciary? Why should nonprofits care about it?

(09:20) Can you help us understand the concept of risk for nonprofit organizations?

(15:00) When should people reach out to you?

(20:30) Are you seeing a lot of board turnover recently?

(21:55) What should the board’s role in investment management be?

(23:30) The importance of the Investment Policy Statement

(26:55) How do you help board members understand the investments

(29:45) Where do boards make mistakes?

(35:15) Anything else you want board members to be aware of?

(38:40) Recapping with Read

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