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Mission + Markets

Mission + Markets

Written by: CAPTRUST
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Mission + Markets empowers endowments and foundations to pursue their mission-driven goals by exploring trends and best practices related to mission engagement, fiduciary governance, and investment management. Hosted by CAPTRUST's Director of Endowments and Foundations Heather Shanahan, Mission + Markets shares research, resources, and recommendations from industry insiders so your nonprofit can focus on what's most important—the mission.CAPTRUST 2023 Economics Management Management & Leadership Personal Finance
Episodes
  • Episode 22: Turning Adversity into Opportunity
    Dec 8 2025

    In episode 22 of Mission + Markets, host Heather Shanahan welcomes Dalia Wimberly, executive director of The Resiliency Collaborative, for a candid conversation about turning a hardship into strength. Dalia shares the organization's journey through a financial crisis, the bold steps taken to rebuild trust, and the cultural and structural changes that strengthened its foundation.

    From tightening internal controls to embracing transparency and community, this conversation offers practical strategies for nonprofit leaders navigating risk, governance, and resilience.

    Want to hear more? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

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    24 mins
  • Episode 21: Unlocking Private Markets for Nonprofits
    Nov 19 2025

    In this episode of Mission + Markets, Heather Shanahan sits down with CAPTRUST advisors David Ramsour and Elliot Greenberg to unpack private markets and alternative investments—and what they mean for nonprofit portfolios.

    Together, they break down strategies such as private equity, private credit, real estate, and hedge funds, focusing on how these approaches can enhance returns, manage inflation risk, and add diversification. The discussion also covers emerging trends in sectors like multifamily housing, industrial properties, and data centers. For leaders steering endowments, foundations, or large institutional portfolios, this episode delivers practical strategies to strengthen investment resilience and capture long-term opportunities in private markets.

    Want to hear more? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

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    46 mins
  • Episode 20: Insurance Insights for Nonprofits
    Oct 15 2025

    In this episode of Mission + Markets, host Heather Shanahan welcomes Peter Persuitti, global managing director at Gallagher, for a deep dive into the insurance needs facing nonprofits.

    From navigating complex coverage and fiduciary responsibilities to exploring the power of pooling and alternative risk financing, Peter shares strategies and trends that can help nonprofit leaders protect their organizations and refocus resources towards mission-driven impact. This conversation offers clarity on board governance, risk management, and the evolving role of insurance in the endowments and foundations sector.

    Want to hear more? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

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    27 mins
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