Beacon Pointe Discusses Market Volatility at the California State University AOA Conference

Beacon Pointe’s Institutional Consulting Services Group recently attended the 2018 Auxiliary Organizations Association (AOA) Conference for the fifth year in a row. The conference was held in California’s state capital, Sacramento. Beacon Pointe returned as a Business Partner to this event where over 400 California State University (CSU) personnel and vendors attend to listen to inspiring keynote and general sessions and engage in valuable networking opportunities through educational sessions and interactions with Chancellors Office personnel and Business Partners.

Mike Breller, Managing Director and Senior Investment Consultant, and Stephen Marshall, Director of Asset Allocation, presented during this year’s Philanthropic Track sessions. Their presentation, “Can Your Portfolio Survive Market Volatility?” focused on the human emotions associated with poor market-timing decisions, power of compounding and downside protection, an overview of passive and active investing styles, and different options investment committees can utilize to mitigate risk.

This conference is just one of the many resources created by the Auxiliary Organizations Association. AOA is made up of the auxiliaries from all 23 campuses in the CSU system. Typically these organizations include foundations that manage contracts and grants or gifts to the university, enterprise corporations that run bookstores and food services, associated student organizations and student unions, and sometimes athletic or housing corporations.

The auxiliaries enhance the capabilities of their campuses in the areas of property purchase or management, procurement, investment, and business administration, by providing alternatives to public procedures and undertaking entrepreneurial business risk. They provide the universities with hiring flexibility, cash flow for seed programs, and flexible ways to hold and use funds.

Beacon Pointe is proud to support our California State University clients and all auxiliaries in the system. Congratulations to AOA for another successful conference and to the CSU programs positively impacting student lives!

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