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OD: Understanding Investment Outsourcing - Is It Right for Your Institution?

Recorded on: Wednesday, March 21, 2012 1:00 PM ET

Overview

The investment landscape is global and more complex than ever. At the same time, the investment management function at many institutions is often under-resourced. A model built around a group of volunteers meeting quarterly with the assistance of a consultant may no longer be considered “best practices” in endowment management.
 
In a post-Madoff era, being an effective fiduciary requires an institutional approach involving investment, risk management, legal, compliance and operational expertise. As a result, an increasing number of colleges and universities have elected to outsource their investment function.

What You Will Learn

  • An overview of the six primary governance models used in endowment investing including the pros and cons of each model.
  • Determining which model is most appropriate for your institution.
  • Best practices to use in considering outsourcing alternatives.

Meet the Presenters

  • Thomas B. Heck, CFA, Chief Investment Officer, Ball State University Foundation
  • Christopher L. Bittman, Partner, Perella Weinberg Partners

Who Should Attend

  • Chief Financial Officers
  • Chief Investment Officers
  • Treasury Managers
  • Endowment and Financial Analysts
  • Trustees
  • Presidents
  • Board Members

Course Information

  • Length: 100 minutes

Fees

Member Site Fee: $189.00
Nonmember Site Fee: $219.00

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