Verger Welcomes Madison Moses to Investment Team

Friday, November 20th, 2020

  We are pleased to announce the addition of Madison Moses as Investment Analyst.  As a member of Verger’s Investment Team, Madison will assist with analytical research in support of asset allocation and portfolio construction decisions, due diligence processes for both current and prospective managers, and the development and use of reporting, analytics, and market […]

2020 Q3 Market Commentary: What’s on the Menu? Alphabet Soup.

Monday, November 2nd, 2020

If the year 2020 has taught us anything, it is to expect the unexpected. As the markets continue to perplex investors, financial commentators have relied on various turns of phrase and an alphabet soup of acronyms to explain what’s happening. Buy the dip (BTD), fear of missing out (FOMO), keep it simple stupid (KISS), there […]

Investing in a Post-COVID World: What’s a Non-Profit Investor to Do?

Tuesday, September 29th, 2020

“Do what you can, with what you have, where you are.” — Theodore Roosevelt The year 2020 will be remembered for many reasons and key among them will be the COVID-19 pandemic.  This pandemic does not discriminate, and its impact reaches across a wide range of geographies and industries.  The non-profit world, in particular, has […]

Verger Welcomes Carlie Eubanks to Investment Team

Thursday, September 10th, 2020

Verger Capital Management LLC, the Outsourced Chief Investment Officer (OCIO) firm exclusively serving non-profit organizations, is pleased to announce the addition of Carlie Eubanks as Investment Officer. As an integral member of Verger’s Investment Team, Carlie’s primary responsibilities include due diligence and on-going monitoring of current and prospective investment managers; analytical research to support investment […]

Whitepaper: Return of the Prudent Investor

Tuesday, April 14th, 2020

  Over the past ten years, a bull market has fostered growth in the size and reach of endowed institutions, leading to growing spending needs, but market conditions can turn on a dime. Is your institution prepared to weather the storm?   Gain insight into the benefits of an approach to non-profit investing designed to […]

Considerations for Educational Institutions

Tuesday, April 7th, 2020

The following are a collection of the main concerns, ideas, and thoughts we have gleaned from educational institutions. We hope this information provides you with questions and ideas for consideration as you navigate the current environment.   PEOPLE FIRST Prioritizing public health, including students, staff, faculty, and parents comes above all else. Mental Health and […]

A Message from Verger, March 31, 2020: Responses to Key Questions

Tuesday, March 31st, 2020

  As the healthcare crisis and the state of financial markets continue to evolve week over week, the Verger team remains focused on the implications for investor portfolios.  To that end, our team has compiled the following responses to the key questions we have received from our constituents.  For a PDF version, please click here: Verger […]

A Message from Verger, March 20, 2020: Managing Through Volatility

Friday, March 20th, 2020

  As we monitor the impact of COVID-19 on the world markets and economy, Verger remains committed to our philosophy and proactive efforts to create an all-weather, antifragile portfolio. While others will be reactionary, Verger will continue to follow our disciplined approach and risk management framework. Our goal is to provide our clients with the downside […]

A Message from Verger, March 12, 2020: Update and Implications of COVID-19

Thursday, March 12th, 2020

Verger continues to closely monitor the situation regarding COVID-19 (Coronavirus) taking into consideration guidance provided by the CDC, regulators and local health officials.  We are focused on maintaining the health and safety of our team and would like to share our approach to business continuity.   In an effort to participate in the global and […]

Verger Welcomes John Culbertson to Board of Managers

Tuesday, February 25th, 2020

The Verger Capital Management (Verger) Board of Managers is pleased to announce the appointment of John Culbertson as a member of the Board. His appointment expands the Verger Board to nine members. Culbertson currently serves as President and Chief Investment Officer of Context Capital Partners. In his role at Context Capital Partners, Culbertson is responsible […]

Growing Investment Advisor Moves to Downtown Winston-Salem

Monday, December 2nd, 2019

Verger Capital, the Outsourced Chief Investment Officer (OCIO) firm exclusively serving non-profit organizations, has relocated its office from Wake Forest University’s campus to 751 West Fourth Street in downtown Winston-Salem, currently home to The Winston-Salem Foundation. Situated in the heart of the growing downtown area, this new office will provide views of the city and […]

Verger Adds Endowment & Foundation Talent to Investment Team

Monday, November 18th, 2019

Verger Capital, the Outsourced Chief Investment Officer (OCIO) firm exclusively serving non-profit organizations, is pleased to announce the addition of Brian Clark as Investment Director. As an integral member of Verger’s Investment Team, Brian will be actively involved with clients in all aspects of the investment process; including, sourcing new investment opportunities, portfolio and risk […]

Verger Capital Adds Innovative Industry Leader to Board of Managers

Thursday, September 5th, 2019

The Verger Capital Management (Verger Capital or Verger) Board of Managers is pleased to announce the appointment of Carol McFate as an independent member of the Board.  McFate currently serves as an independent director of Rent-A-Center, Inc. (NASDAQ: RCII) and is a member of their Audit Committee and Nominating & Governance Committee.  From 2006 to […]

An Evening with Fahmi Quadir and Christine Kelleher

Friday, July 26th, 2019

In May 2019, Verger Capital Management hosted a live event with Fahmi Quadir, a short-seller who has recently been featured in major publications and the Netflix documentary “Dirty Money.”  Fahmi was joined by the Chief of Investments at the National Gallery of Art, Christine Kelleher, and Verger’s Managing Director of Investments, Craig Thomas, for a […]

Culture, Philosophy & Conviction with Verger Leadership

Friday, July 26th, 2019

Having just cleared its five year anniversary, members of the Verger leadership team paused to reflect on Verger’s history and path forward during a live event hosted by the firm in May of 2019. The following presentation is a conversation with Chief Executive Officer, Jim Dunn, Chief Operating Officer, Vicki West, and Managing Director of […]

Verger Capital Hires Senior Fund Analyst

Tuesday, July 16th, 2019

Verger Capital, an Outsourced Chief Investment Officer (OCIO) exclusively serving non-profit organizations, is pleased to announce the addition of Tricia A. Walker as Senior Fund Analyst.  As a key member of Verger’s Operations team, Tricia will oversee the firm’s partners, outside advisers and investment managers on all operational matters. Additionally, she will manage internal and […]

Verger Remembers Jim Williams

Wednesday, September 5th, 2018

James T. “Jim” Williams, Verger Board of Managers member, passed away Monday in Greensboro, North Carolina.  As part of a long tradition of service to Wake Forest University, Jim was instrumental in conceptualizing, and bringing to fruition, the creation of Verger Capital Management.  A member of the Board since inception, he provided leadership and counsel […]

Verger Capital in the News: An Investor Wants Wall Street to Get Serious About Gender Equality (Bloomberg)

Tuesday, June 19th, 2018

Bloomberg reporter Janet Lorin highlights Verger Capital’s efforts to understand how the managers who invest their clients’ assets approach gender equity within their own firms.  Find the full article HERE on Bloomberg Businessweek and listen to Verger Capital CEO/CIO Jim Dunn’s comments on Bloomberg Radio below.

A Diverse Approach: Guiding Investment Success (Video)

Thursday, May 17th, 2018

In investing today, as in many industries, it often pays to be different.  Verger recently hosted a panel of the some of the industry’s top investors who are using diversity to their advantage.  Watch the discussion, led by Verger’s Wesley Carroccio, below:   PANELISTS   Kirsten Green, Forerunner Ventures, Founder & Managing Partner Kirsten Green used […]

Verger Capital Hires Director of Marketing & Communications

Tuesday, March 13th, 2018

Verger Capital, the outsourced-CIO investment advisor exclusively for non-profit organizations, is pleased to announce the addition of Whitney Newell as Director of Marketing and Communications.  As part of Verger’s investor relations team, Whitney’s focus will be building and implementing strategic marketing plans and communications that support the growth objectives of the firm.   Whitney comes […]

“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 […]