Endowment Management Workshop
Endowment Management Workshop
April 26–27, 2022 | Westin Seattle | Seattle
Estimated 5 CPE Credits
NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org.
Liz Clark, NACUBO
Ken Redd, NACUBO
Nikki Tanner, Crewcial Partners
Dan Allen, Skidmore College
Dale Favors, Adaptive Growth Leadership
Karla Williams, University of Michigan
Donna Ng, Skidmore College
Deshay McCluskey, AltraVue Capital
Sustainability investing is bigger than any individual, institution, or government. Enduring success calls for long-term commitment and activating all our intellectual capital. For example, black female excellence, while abundant, is woefully overlooked and underutilized. Our panel will focus on the activation of black female excellence as a proxy for the exponential power of nurturing, activating, and deploying differentiated thinking to solve the problems of tomorrow and to drive economic growth.
Jeffrey Nasser, Strategic Investment Group
Daniel Ricciardi, College of the Holy Cross
This session will offer important oversight considerations for private investments that should be evaluated when changing consultants or OCIOs. Understand legacy allocations to private investments and oversight responsibility over those assets and how that allocation affects the broader endowment.
Steven Hopchick, Barclays Capital
Ryan McGlothlin, River and Mercantile
Tim Barrett, Texas Tech University
While asset owners naturally source liquidity from liquid asset classes, a variety of solutions can allow institutional investors to generate liquidity from less liquid investments like hedge funds or private equity funds. These solutions can range from traditional credit facilities to more specific derivatives solutions such as swaps on hedge funds. In this session, explore diversifying the liquidity pool, and understand the challenges faced when making substantive allocations to less liquid assets.
Marianne Feeley, Verus
Sherry Mondou, University of Puget Sound
Anne Westreich, Verus
Diverse investment teams and viewpoints can enhance investment decision-making and positively impact investment results. Colleges and universities are at the forefront of advocacy for more inclusive, equitable and diverse environments. Their endowment investments can become powerful instruments for furthering diversity within the investment industry.
Thomas Hyatt, Dentons
Horacio Valeiras, Frontier Global Partners, LLC
Christy Devocelle, University of Illinois at Urbana-Champaign
William Jarvis, Bank of America
Many colleges and universities cultivate information networks among their communities, some of which may generate proposals for investment in vehicles connected with graduates or trustees. These relationships can raise questions relating to conflicts of interest. What are the best practices related to investment decisions that may involve board members or graduates?
Tony Vu, University of Colorado Boulder
Charmel Maynard, University of Miami
Megan Fielding, Nuveen Investments
While the majority of U.S. endowments and foundations indicate that they take ESG factors into consideration when making investment decisions, ESG integration into the investment process is a journey with many decisions to make along the way. Join us to explore the responsible investing landscape, different methods for implementation, examples of impact measurement and reporting, pertinent new regulatory changes, and the steps your peers are taking on their own ESG journeys.
Allen Padilla, Colorado State University Foundation
Rip Mecherle, University of Tennessee
Catherine Ulozas, Drexel University
Raajkumar Kurapati, The University of Memphis
Endowment asset allocation and spending policy are critical decisions that involve a series of tradeoffs and assumptions. Given 2021’s strong capital market returns and operating challenges, what changes have institutions implemented for endowment growth and organizational needs? Hear insights into how capital market expectations will impact strategic asset allocation and spending considerations going forward, and how each institution’s operating, financial, and liquidity profile is essential.
Mark Brovak, Western Washington University
Erik Ristuben, Russell Investments
Lisa Schneider, Russell Investments
Risks continue to build in the form of rising inflation concerns, slowing growth, and economic and market uncertainty related to the evolving pandemic. This session will provide an overview of the shifting market forces at work and help shed light on which risks may pose the greatest threat to endowments.
Phone Reservation: 1-888-627-8513
Rates guaranteed until: 3/27/2022 (subject to availability)
The COVID-19 situation in the United States is fluid, and we continue to monitor developments that may impact attendees for our 2022 Endowment Leadership Forum. As such, we will continue to update the safety precautions outlined below as appropriate to minimize risks to conference attendees and staff. In order to stay current, check this page periodically leading up to the forum.
NACUBO is requiring all registrants to be fully vaccinated* prior to participating in the in-person forum. We are working with a third-party organization regarding the process and logistics for vaccination documentation. More information will be made available shortly.
This requirement is consistent with a growing trend for conferences and other events/activities.
*Fully vaccinated status is defined as having received all the required doses of an FDA-authorized COVID-19 vaccine (2 doses of Moderna or Pfizer-BioNTech vaccines, or one dose of the Johnson & Johnson vaccine) at least 2 weeks before the start date of the forum (April 13, 2022).
We do recommend that attendees wear masks while traveling to and from the event and follow COVID-safe practices in the weeks leading up to the event. Masks will be available on-site if you need one, and if it's your preference to wear one.
On-Demand | February 8–May 17, 2022
A self-paced course on endowment fundamentals you can complete in five short segments.
July 16–19, 2022 | Gaylord Rockies Resort & Convention Center | Denver