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Distance Learning
Distance Learning

OD: NACUBO Live! Results of the 2015 NACUBO-Commonfund Study of Endowments

Recorded on Thursday, February 4, 2016 10:00AM ET


Recorded Live from the Endowment and Debt Management Forum in New York City
This session was recorded on Thursday, February 4th at 10:00 am ET from the 2016 Endowment and Debt Management Forum. The session, Results from the 2015 NACUBO Commonfund Study of Endowments (NCSE), provided an overview of the results of the annual survey. Panelists reviewed the challenges endowment managers faced in fiscal 2015 and the strategies that institutions used to confront volatile market conditions during the year. Speakers provided a preview of the challenges that investment pros and chief business officers will face in fiscal 2016 and beyond.
Please note:  this session is complimentary to the participants of the 2015 NCSE. For more details, contact the NACUBO research team at

What You Will Learn

After participating in this program, you will be able to:

  • Compare your institution’s FY15 investment returns against national averages by endowment size and institution type.
  • Recognize the asset allocation strategies that produced the highest returns during the year.
  • Appraise the challenges and opportunities in the investment climate of 2016.
  • Report on the various governance challenges that you may need to meet to reach your institution’s endowment goals.
  • Express knowledge of the emerging investment strategies for FY16 and beyond.

Meet the Presenters

  • William Jarvis, executive director, Commonfund
  • Ken Redd, director of research and policy analysis, NACUBO
  • Michael Strauss, chief investment strategist and chief economist, Commonfund
  • Carl Vance, vice president for business & finance and treasurer, Lewis & Clark College

Who Should Attend    

  • Chief business officers
  • Chief investment officers
  • Accountants
  • Controllers
  • Budget directors
  • Vice Presidents of finance

Course Information

  • Course Length: 50 minutes


Member Site Registration: $99.00
Non-Member Site Registration: $129.00


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CPE Information

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