Does anyone have experience pitching institutional accounts? Specifically, university endowments. I'm well acquainted with the chancellor of a private university and he asked me to pitch their board.

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How much do you charge on top of the investment costs. (ie what's your advisory fee). I just had my audit with the state and the guy told me about an advisor who took over a good chunk of change due to offering a lower fee. I'd also be interested in any asset management strategies. It seems like managing this type of money would be right up RipRock and Lou Pai's alley. Also, say you have an endowment that has like $23MM, can you pitch to manage a part of the assets? i.e. I'm guessing for larger endowments they use multiple money managers?

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Wait, the Chancellor of a University asked you to pitch their board for their endowment. Is this an online university?

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No I don't but are you going to Pitch ICA and CIB?

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SEI Private trust www.seic.com specializes in endowments. They are institutional and have The Ohio State Univ foundation money of sorts under management, along with Mercedes Benz, Panasonic etc..

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