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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