Season 2, Episode 3: Larry Coats Jr, President & CEO of Clearview Fiduciary Alliance
October 26, 2021
Listen in on this discussion with Larry Coats Jr, President & CEO of Clearview Fiduciary Alliance. We have a long and informative conversation on the investment consulting/OCIO marketplace for nonprofits. We get into the role his firm plays in the hiring of a new OCIO provider while understanding the buying decisions boards and committee members make when determining who they want to work with. Larry has an incredible background in the industry, a strong perspective into what makes a successful nonprofit board and the importance of good governance.
Larry Coats Jr, President & CEO, Clearview Fiduciary Alliance: lcoats@clearviewfiduciary.com
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
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Season 2, Episode 2: Jeff Wickersham, Founder of Morning Fire Coaching
September 1, 2021
Took a different path with this episode!! Really wanted to get Jeff Wickersham, Founder of Morning Fire Coaching on the podcast to talk about mindset, morning and night routines to provide energy and focus each day. I think his message and routine is important for all organizations and individuals. I love the passion he brings and I think you will enjoy this discussion. Jeff has a successful podcast, book and morning fire routine. Listen to him talk about cold showers, meditation and more. For more information on Jeff and Morning Fire Coaching, check him out at www.themorningfire.com.
Jeff Wickersham, Founder of Morning Fire Coaching: jeff@themorningfire.com
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
Book: https://www.amazon.com/dp/B08FP9P4J5
Podcast: https://podcasts.apple.com/us/podcast/morning-fire-for-entrepreneurs/id1440206125
Morning Fire Course: https://morningfire.mykajabi.com/offers/gRvinjeN
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Season 2, Episode 1: Nate Hoffer, CEO of Good Samaritan Services
July 20, 2021
I am excited to kick off our second season with my first guest Nate Hoffer, CEO of Good Samaritan Services. Good Sam's mission is to restore hope and transform the lives of those experiencing homelessness or at risk of becoming homeless. They serve those in need throughout the Lancaster and Chester counties in southeastern Pennsylvania. Nate brings great passion and energy to this cause with a vision in improving the depth of the services Good Sam offers while expanding the great work to other locations and surrounding communities. Listen in as Nate discusses the recent challenges for many in poverty lately as well as his goals for the organization moving forward. Stay to the end because I love Nate's honest answer to what he likes to do outside of work! For more information, check out Good Samaritan Services at https://www.goodsamservices.org/.
Nate Hoffer, CEO of Good Samaritan Services: nate@goodsamservice.org
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
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Season 1, Episode 9: Ron Albahary, Founder & CEO of RGA Ventures, Inc.
May 6, 2021
On this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Ron Albahary, Founder & CEO of RGA Ventures Inc., and JP Cavaliere, Senior Consultant. Ron is an expert in the growing field of ESG/sustainable investing and has worked with clients and investment firms in building customized SRI solutions. He also serves as the Faculty Advisor as well as an Industry Advisory Board Member for the Center for High Impact Philanthropy at the University of Pennsylvania where he teaches an executive education course on sustainable investing.
Ron Albahary, Founder & CEO of RGA Ventures, Inc: ron@ideationagent.com
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
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Season 1, Episode 8: Alice McMurry, Associate Vice President of Advancement at Millersville University
March 9, 2021
On this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Alice McMurry, Associate Vice President for Advancement at Millersville University, and JP Cavaliere, Senior Consultant. Alice also serves as the Executive Director of the Millersville University Foundation which currently has over $50 million in endowed assets. Alice and I discuss some of the successful campaigns at the University including crowdsourcing while examining changes to leadership on the board and some of the terrific personal hobbies she has picked up in the past year.
Alice McMurry, Associate VP of Advancement: alice.mcmurry@millersville.edu
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
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here for a complete list and review of our disclaimers
Season 1, Episode 7: Chris Knife, Executive Director of the College of Central Florida Foundation
February 19, 2021
In this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Chris Knife, Executive Director of the College of Central Florida Foundation, and JP Cavaliere, Senior Consultant. The College of Central Florida is located in Ocala, Florida and the Foundation has grown to total assets of $112 million. We discuss with Chris the Foundation's latest successful campaign, building and cultivating donor relationships and positives that have emerged from the COVID-19 pandemic. Chris Knife, Executive Director: knifec@cf.edu. JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com Click here for a complete list and review of our disclaimers.
Chris Knife, Executive Director of the College of Central Florida Foundation: knifec@cf.edu
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
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here for a complete list and review of our disclaimers
Season 1, Episode 6: Christine Donnelly, VP of Finance and Administration at the National Constitution Center
December 17, 2020
In this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Christine Donnelly, VP of Finance and Administration at the National Constitution Center, and JP Cavaliere, Senior Consultant. In our chat with Christine, we discuss the adjustments the National Constitution Center has had to face during the pandemic and the success the organization has had moving the learning experience online. Christine gives some insight into her highly visible board and the impact they have had on the growth of the museum
Christine Donnelly, VP of Finance and Administration: donnelly@constitutioncenter.org
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
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here for a complete list and review of our disclaimers
Season 1, Episode 5: John Hicks, CFRE, Principal and Founder of DLBHICKS, LLC
November 10, 2020
In this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between John Hicks, CFRE, Principal and Founder of DLBHICKS, LLC and JP Cavaliere, Senior Consultant. In our discussion with John, we get into how nonprofits are fundraising and engaging donors during this COVID environment and what commonalities exist among successful fundraising organizations. John also gives his views on how nonprofits will evolve after COVID and the positives that have emerged in this unique environment.
John Hicks, CFRE, Principal and Founder of DLBHICKS, LLC: john@dlbhicks.com
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
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here for a complete list and review of our disclaimers
Season 1, Episode 4: Bill Shepard, Vice President of Advancement and Executive Director of the Eastern Michigan University Foundation
September 16, 2020
In this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Bill Shepard, Vice President for Advancement and Executive Director at the Eastern Michigan University Foundation and JP Cavaliere, Senior Consultant. Listen in on our discussion as Bill discusses how the foundation transitioned to WFH and the adjustments made to engaging donors. Bill describes the impact the Foundation has had on students during the COVID-19 pandemic, some positive developments, and exciting news regarding a recent gift.
Bill Shepard, VP for Advancement and Executive Director, Eastern Michigan University Foundation: bill.shepard@emich.edu
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
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here for a complete list and review of our disclaimers
Season 1, Episode 3: Chris Ringkamp, President/CEO of the Independent Catholic Foundation
August 19, 2020
In this episode, Cornerstone Advisors Asset Management, LLC, is excited to feature a conversation between Chris Ringkamp, President/CEO of the Independent Catholic Foundation and JP Cavaliere, Senior Consultant. Listen in on our conversation as Chris discusses the role of the foundation in the Altoona-Johnstown area of Pennsylvania and how it has grown in assets and focus since its inception in 1990. We talk about changes to the foundation and its impact in the community during this COVID pandemic and Chris gives us some insight into his life lessons and the ones he holds valuable to this day.
Chris Ringkamp, President/CEO, Independent Catholic Foundation: chris@icfdaj.org
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com
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here for a complete list and review of our disclaimers
Season 1, 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
Click here for a complete list and review of our disclaimers
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Season 1, 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
Click here for a complete list and review of our disclaimers |
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.
