James Ferguson, Principal at Global Endowment Management in Charlotte, NC, discusses GEM's investment process.

James is a principal and head of public investments at Global Endowment Management. His primary responsibilities include research, selection, and ongoing monitoring of public equity and hedge fund managers, as well as selection and oversight of GEM’s internally-managed public security investments. James joined Global Endowment Management in 2012, following six years at Childress Klein Properties, a leading private real estate developer in the Southeast. He holds a BA in economics from Duke University and an MBA from Wake Forest University. He is a CFA charterholder.

James Ferguson on GEM's Approach to Selecting Managers

The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of managers and capital allocators.

James Ferguson on GEM's Approach to Selecting Managers

The Zurich Project - presented by MOI Global