All Corporate & Institutional Content

The Scale Trap

Corporate & Institutional

Scale is a perennial consideration in the context of loan agency services. Depending on the nature of a particular deal, factors such as the number of lenders, the size and structure of the facility, and the needs of the borrowers can all influence the choice of an agent. These are some of the elements that help determine whether a large-scale, off-the-rack approach or a more tailored and collaborative approach will better address unique stakeholder needs.

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Endowments & Foundations Update: Key 2021 Trends

Walter J. Dillingham Jr., CFA |
Corporate & Institutional

Key 2021 trends for the endowment, foundation, and nonprofit marketplace.  COVID-19 has led many nonprofits to reassess their endowment strategies, fundraising goals, and strategic plans as the country starts to recover from the pandemicWhile the stock market finished strong in 2020, and continues its strength in mid-2021, nonprofit boards continue to review their endowment strategies and strategic plans.

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