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 […]