My NacuboWhy Join: Benefits of Membership

E-mail:   Password:   

 Remember Me? | Forgot password? | Need an online account?

Distance Learning
Distance Learning

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

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


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


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


Viewing a Program

If you have registered for a NACUBO webcast:

  • Log in to MY NACUBO
  • Click My Distance Learning Programs under the My Professional Development Section
  • Click the name of the webcast you wish to view
  • The webcast will open in a new window

Payment Options

For online purchases NACUBO only accepts Visa, Mastercard, American Express, and Diners Club

To pay by check or purchase order
please use our
mail-in registration forms

For further assistance contact
Customer Support:


Customer Support

For technical support visit our online:

Webcast Help Guide

Technical Requirements

Software/Browser Requirements

  • Windows XP/Vista/7
  • Windows Media Player 10,11 or 12
  • Adobe Acrobat Reader 7.0 or later
  • Flash Player 10.x

Get Flash


CPE Information

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: