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?
- 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 Level: Intermediate
- Length: 120 minutes
- Prerequisites: none
This webcast is generously supported by:
FeesMember Site Fee: $0.00
Non-Member Site Fee: $49.00
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