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

Episode 3: Chris Ringkamp, President/CEO of the Independent Catholic Foundation

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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

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.

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1. 2020 Barron’s Top Institutional Consultanting Teams The Barron’s Top Institutional Consultanting Teams list was based on a range of criteria, including institutional investment assets managed by the company’s financial advising team; revenue generated by those assets; the number of clients the team serves; the number of team members and their regulatory records; and the advanced, professional designations and accomplishments of the team.

2. 2019 Pensions & Investments OCIO Ranking The Pensions & Investment OCIO list ranks firms based on institutional assets in outsourced investment programs, with full/partial discretion, in millions. The data gathered is based off of March 31, 2018 assets under management. For more information, please visit: https://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable.

3. 2019 Best Places to Work in Money Management Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey of employers and their employees. The first part, worth 25 percent of the total score, consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems, and demographics. The second part, worth 75 percent of the total evaluation, involved an employee survey designed to measure employee experience. For a complete list of the 2019 Pensions & Investments Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2019.

4. 2019 Financial Advisor Magazine (FA Mag) Annual RIA Ranking FA Magazine invites all independent registered investment advisors to participate who meet certain criteria. Firms are ranked based on assets under management as of year-end 2017 ADV filings. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. For more information, please visit: https://www.fa-mag.com/news/ria-survey---ranking-2018-39594.html?section=133.

5. 2019 NAPA Top DC Advisor Teams The NAPA Top DC Advisor Teams list is ranked by self-reported DC assets under advisement. For more information, please visit https://www.napa-net.org/industry-intel/accolades/top-dc-advisor-teams.

Cornerstone Unplugged

Episode 3: Chris Ringkamp, President/CEO of the Independent Catholic Foundation

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

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

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