Strengthening Oversight and Alignment Across a Multi-Plan 401(k) Program
Fortune 100 Conglomerate 3(21) Investment Advisor Evaluation and Search Client & Objective A fortune 100 conglomerate with several 401(k) plans in a…
Enhancing Governance and Mission Alignment Across Community Foundation Pools
East Coast Community Foundation OCIO Evaluation and Search Client & Objective A community organization overseeing more than $150 million across multiple investment…
Advancing Mission Alignment and Governance for a Private Foundation
Private Foundation OCIO Evaluation and Search Client & Objective A grantmaking foundation with a $65 million endowment engaged North Pier to lead…
Unifying Investment Oversight for a Catholic Archdiocese
Catholic Archdiocese Investment Consultant Search Client & ObjectiveA Catholic Archdiocese with multiple asset pools—including reserve and endowment funds, pension plans, health benefits,…
Enhancing Governance and Aligning Investments for Captive Insurance Reserves Through an Evaluation
Insurance Company Investment Program Evaluation and Governance Review Case Study Client Overview & ObjectivesA medium-sized captive insurer of a manufacturing company engaged…
Building Confidence and Governance: Evaluating a Multi-Billion Dollar Faith-Based Investment Program
Client Overview & Objectives The investment committee of a faith-based foundation engaged North Pier to evaluate the effectiveness of its investment program…
Positioning for the Future: Endowment Evaluation & Search for a Higher Education Foundation
Background A $50 million foundation supporting a midwestern higher education institution partnered with North Pier to lead a comprehensive evaluation and search…
Enhancing the Investment Strategy for a Family Office & Foundation
North Pier’s strategic two-phase evaluation & search project for a $350 million family office resulted in enhanced services and meaningful fee savings.…
GameStop Short Squeeze Reveals Scary Vulnerability in U.S. Brokerage Capacity (Reuters)
Managing Partner Jim Scheinberg was recently on Reuters Insider’s Trading at Noon discussing the GameStop stock mania. Jim and host Elena Casas…
Jim Scheinberg Live on TD Ameritrade Network
Managing Partner Jim Scheinberg was on the TD Ameritrade Network on September 30, 2020 speaking with host Oliver Renick on how institutional…