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Distance Learning
Distance Learning

OD: Unitizing Investment Pools

Recorded: Thursday, May 5, 2011, 1:00 PM ET


If you have considered updating or changing your current unitization model or want more information on the principles and concepts of administering a consolidated investment pool tune in to this webcast to answer all your questions.

Based on the publication, NACUBO’s Guide to Unitizing Investment Pools, Second Edition, the author and a panel  will walk you through the pros and cons of unitizing a consolidated investment pool, offer you three different models for unitization, and illustrate a non-unitized (or dollar-ized) alternative approach.

What You Will Learn:

  • Learn about the principles and concepts for administering a consolidated investment pool.
  • Gain an understanding of different unitization models
  • Hear how unitization works with market declines, sales, purchases, and rebalancing asset allocations.

Who Should Participate?

  • Accountants
  • Controllers
  • Chief Financial Officers
  • Chief Business Officers

Meet the Presenters:

  • Mary Foster, Executive Director, Higher Education and N-F-P Practice, Grant Thornton
  • Mary S. Wheeler, AVP for Finance, Stevens Institute of Technology and author
  • Karl Turro, Controller, Northwestern University

Course Information:

  • Course Level: Intermediate
  • Length: 120 minutes
  • Prerequisites: none

This webcast is generously supported by:
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Member Site Fee: $0.00
Non-Member Site Fee: $49.00


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