October 30, 2025
Amidst the rise (and convenience) of virtual meetings, GEM’s Co-Founder and Managing Partner, Stephanie Lynch, explores why in-person nonprofit board meetings remain vital to strong governance. She highlights how face-to-face engagement strengthens trust, enriches strategic dialogue, and supports better long-term decision-making, and argues that real presence is a necessary investment for boards guiding missions built to endure. Stephanie underscores that the depth of connection and context gained in person simply cannot be replicated on a screen.
In this mid-year follow-up to our 2026 Outlook, we revisit the four themes shaping this year's markets—AI's debt-financed buildout, accelerating private market access, biotech's continued momentum, and a slowly healing real estate market—and take stock of what's playing out as anticipated and what isn’t.
Three years after our last Investment Policy review, the regime has shifted: higher rates, sticky inflation, and a positive stock-bond correlation. In this conversation, GEM’s CIO Matt Bank revisits not just capital market assumptions but the framework itself, from methodology to implementation and risk management.
The firm announced the final close of GEM Seed & Micro Venture Fund, LP. The Fund closed with $82 million in commitments—exceeding its hard cap and fundraising target—and marks GEM's first vehicle focused specifically on seed- and micro-stage venture capital.
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