“If you Give a Pig a Pancake” – H.R 1 Tax Legislation and the Impact to Higher Education

Thursday, January 11th, 2018

As stewards of capital for non-profit institutions, Verger Capital measures our success in part, by how successful we are in supporting our investors’ ability to pursue their mission and serve their beneficiaries.  Therefore, it is through that lens that we consider the recently passed tax legislation and its potential impact to higher education and its […]

Verger Capital in the News: The Endowments Ignoring Passive (Institutional Investor)

Thursday, November 2nd, 2017

In an article published this week in Institutional Investor, Verger Capital CEO Jim Dunn is identified alongside Princeton CIO Andrew Golden and Notre Dame CIO Scott Malpass as a “leading allocator” by respected industry voice Ted Seides.  In this piece, Ted examines the “subtle shift” among leading endowments away from traditional asset allocation toward risk […]

Jim Dunn talks with Ted Seides on this week’s Capital Allocators podcast

Tuesday, September 5th, 2017

On a recent trip to NYC, Jim Dunn spent an hour with Ted Seides, founder of Hidden Brook Investments, LLC and host of the widely acclaimed Capital Allocators podcast, “a series of conversations with leaders in money management about the people and process behind capital allocation.”  Alongside of a few laughs and life’s lessons, Jim […]

Dunn Discusses Protecting Endowments on Bloomberg Radio (Audio Replay)

Friday, August 11th, 2017

On June 9, 2017, Verger Capital Management CEO/CIO Jim Dunn joined Bloomberg Market’s Janet Lorin, Carol Massar, and Cory Johnson to discuss the endowment outlook and the challenges he faces in the current market environment.  The audio replay link can be found HERE.      

Verger Capital in the News: OCIO Action Lures Large Firms to Fight for Assets (Fundfire)

Monday, August 7th, 2017

Verger Capital’s CEO/CIO Jim Dunn was asked to opine on the competitive landscape faced by OCIO providers.  A link to the complete FUNDfire article published by Alyson Velati on August 7, 2017 can be found HERE.   

Verger Capital Hires Dynamic Duo to Lead Client Development

Wednesday, July 19th, 2017

              Verger Capital, the outsourced-CIO investment advisor exclusively for non-profit organizations, is pleased to announce the addition of Wesley Carroccio as Client Development Director and Patrick Decker as Client Development Managing Director.  As part of Verger’s investor relations team, Wesley and Patrick will develop and manage new and prospective business […]

Verger Capital in the News: A Crisis in Measurement (Institutional Investor)

Monday, June 26th, 2017

In today’s global and increasingly complex environment, benchmarks are almost as hard to pick as they are to meet.  Institutional Investor’s Imogen Rose-Smith asks several leading CIO’s to weigh in on the topic including Verger Capital’s Jim Dunn.  A link to the complete article published on June 26, 2017 can be found HERE.   

Verger Capital in the News: Endowments Hope Another June Black Swan Won’t Spoil Strong Year (Bloomberg)

Tuesday, June 20th, 2017

As fiscal 2017 comes to a close, endowments “hold their breath and wait” amid global uncertainty and lofty equity valuations.  A link to the full article published by Bloomberg’s Janet Lorin on June 20, 2017 can be found HERE  

The Role Alternatives Can Play

Friday, May 5th, 2017

In the white paper,  The Role Alternatives Can Play, Verger Capital explores how investors can leverage time horizons to decrease portfolio volatility and capture illiquidity premium through the use of alternative investments.  

Start with the Why

Friday, March 31st, 2017

Here at Verger Capital, we have avid TED talk fans.  There is one talk in particular that we all agree on, “The Golden Circle” by Simon Sinek.  In his presentation, Mr. Sinek discusses the oftentimes outside-in thinking of individuals and businesses.  While many initially think of themselves in the context of What, Mr. Sinek discusses […]