Endowment and Debt Management Forum Call for Presentations
NACUBO invites you to submit a proposal to present a corporate showcase at the 2014 Endowment and Debt Management Forum, being held February 5-7, 2014 at the Waldorf Astoria in New York City.
The Endowment and Debt Management Forum brings together over 300 campus and industry higher education endowment management experts and offers an opportunity for you to showcase solutions, initiate provocative discussions, and share effective strategies that drive high performing financial results for NACUBO members.
We are seeking proposals for 60-minute corporate showcase presentations dealing with issues that address the broad range of financial skills needed to handle the increasing complexity of the higher education business model. The following list is illustrative of the types of topics the program committee is interested in - relevant topics not appearing on the list will be considered.
- Endowment risk/debt risk/operational risk in an environment where more risk is required to yield the required return.
- Spending rule considerations. Is an 8 to 9 percent return a realistic expectation in a repressed interest rate environment? Should this reality drive higher education business model change?
- The continuum of outsourced CIO functions.
- Debt capacity and management.
The number of showcase sessions is limited to no more than five. The program committee will evaluate all of the proposals received and determine which presentations will be invited to join the program.
Guidelines for Submission
- The deadline for submissions is Monday August 12, 2013, 11:59 PM ET.
- Submission of a presentation does not guarantee participation in the program.
- Participation fee is $3500 for selected corporate showcase sessions. Payment is due within 60 days of being invoiced.
- Do not submit proposals unless each presenter is available to present on Wednesday February 5, 2014. Accepted proposals will not be assigned a specific speaking time until 2 months prior to the meeting.
- Do not list co-presenters without definite commitment that the co-presenter will be on the program. The co-presenter(s) must agree to all the terms and conditions for participation.
- Accepted presentations will be notified by October 4, 2013.
- Speakers must complete an acceptance form in order to be confirmed for a session. All speakers will receive an official confirmation letter.
- One (1) speaker from selected corporate showcase sessions will receive a complimentary registration to the entire forum. Additionally, selected sessions will receive a maximum of four (4) one-day passes for speakers and guests to attend on Wednesday February 5, 2014. Only one presenter per selected session will receive complimentary full program registration.
- Companies selected for showcases will have the opportunity to expand their visibility by sponsoring a meal function on Wednesday February 5, 2014.
- NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.
- Selected presenters are responsible for all expenses incurred in conjunction with the NACUBO 2014 Endowment and Debt Management Forum including housing and travel, and any additional logistical expenses (audio/visual rental beyond the standard setup, phone or internet connections, decorations, etc.
The deadline for submission was August 12, 2013. The person listed as the primary contact for the proposal will be informed of the final decision. NACUBO will send a sponsorship agreement to every firm chosen for a showcase, followed by an invoice for the fee.
In selecting presentations for the Endowment and Debt Management Forum, the program committee will be evaluating sessions best suited to the needs of professionals at colleges and universities. Some key considerations as you prepare your proposal:
- Include as much detail as possible about the presentation.
- Include 2-3 learning objectives or audience takeaways.
- Gear the presentation towards an audience at the intermediate to advanced level of understanding, rather than basic treatments or overviews.
- In addition to assessing the quality of the proposals and the level of theoretical vs. practical application, the program committee is looking for content that will appeal to a wide variety of attendees from many types of institutions.
Manager, Program Development
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