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Cornerstone Unplugged

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Episode 2: Rebecca Delia, Senior Vice President, Financial S&Lutions

 


June 10, 2020

In this episode, Cornerstone Advisors Asset Management, LLC, is pleased to feature a conversation between Rebecca Delia, SVP at Financial S&Lutions, a Stevens & Lee / Griffin Company and JP Cavaliere, Senior Consultant.  Listen in on our conversation as Becky discusses the current landscape of the higher education market and how many universities and colleges are addressing the COVID-19 pandemic. Becky has great experience advising colleges and universities in executing capital raises, debt raises, sale/leaseback transactions and derivative products.  She is also a Board of Trustee member at Salus University in Philadelphia, PA which provides her another lens into the operations and issues facing higher education today.

Rebecca Delia, SVP, Financial S&Lutions:
rcd@fsandl.com
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: 
jcavaliere@cornerstone-companies.com

Episode 1: Luis Leon, CFO, Community Foundation of the Ozarks

 


May 18, 2020

In this episode, Cornerstone Advisors Asset Management, LLC, is pleased to feature a conversation between Luis Leon, CFO, at the Community Foundation of the Ozarks located in Springfield, MO and JP Cavaliere, Senior Consultant. Listen in on our conversation as Leon reflects on his journey from Peru, to southwest Florida and now to Springfield, MO. He also discusses the impact and the adjustments the Foundation has had to make in relation to COVID-19, his excitement about the future of the Foundation, and the influence it can have on southwest Missouri. We hope you can utilize and share our insights with your local community and organization.

Luis Leon, CFO of Community Foundation of the Ozarks: 
lleon@cfozarks.org
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: 
jcavaliere@cornerstone-companies.com

 

 
 
 
 
This material (Cornerstone Unplugged podcasts) is prepared by Cornerstone Advisors Asset Management, LLC (“Cornerstone”) and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date in the podcast description and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Cornerstone to be reliable, are not necessarily all inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Cornerstone, its officers, employees or agents. This material may contain ‘forward looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
 
Any accounting or tax advice contained in this communication is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.
 
The information is provided solely for informational purposes and therefore should not be considered an offer to buy or sell a security. Except as otherwise required by law, Cornerstone shall not be responsible for any trading decisions or damages or other losses resulting from this information, data, analyses or opinions or their use. Please read any prospectus carefully before investing.