2015 Endowment and Debt Management Forum
February 4-6, 2015
The Waldorf Astoria
New York, NY
Chief Economist and Co Head of Macro and Global Economics Research
Goldman, Sachs & Co.
SHOW FULL BIO » Jan is the chief economist and co-head of both Macro Research in the Americas and Global Economics Research. He joined Goldman Sachs in the Frankfurt office in 1997 and transferred to New York in 1999. Jan was named managing director in 2004 and partner in 2008. Prior to joining Goldman Sachs, Jan was a research officer at the London School of Economics. He has won numerous forecasting prizes and is a two-time winner (2009 and 2011) of the Lawrence R. Klein Award by Blue Chip Economic Indicators, Inc. for the most accurate US economic forecast over the prior four years, a period including the global financial crisis. Jan is a member of the economic advisory panels of the Federal Reserve Bank of New York and the Congressional Budget Office. Jan earned a PhD in Economics from Oxford University. He also earned degrees from the University of Wisconsin-Madison and the Kiel Institute for the World Economy.
SHOW FULL BIO » William F. Jarvis, Managing Director, Commonfund Institute, is responsible for the Institute’s research, written analysis and client publications. A financial services executive and attorney, Bill has worked with J.P. Morgan, where he spent 13 years as an investment banker in New York and Tokyo; Greenwich Associates, where he advised leading investment management firms and led the fielding of the first Commonfund Benchmarks Study; and Davis Polk & Wardwell, where he provided legal advice to global banks and securities firms. Prior to joining Commonfund in 2006, Bill served as Chief Operating Officer of a privately-held hedge fund manager based in New York City. Bill holds a B.A. in English Literature from Yale University, a J.D. from the Northwestern University School of Law, and an M.B.A. from the J.L. Kellogg Graduate School of Management.
Director, Research & Policy Analysis
Texas A&M University System Office
Senior Fellow, Finance & Campus Management
SHOW FULL BIO » Bob Shea joined NACUBO as senior fellow, finance and campus management in February 2013. Shea’s portfolio includes finance, debt, endowment and campus management issues that impact on our membership and resemble those areas of responsibility held by chief business officers. Immediately prior to NACUBO, Shea was the Vice President for Business Affairs and Chief Financial Officer at the Community College of Rhode Island (CCRI) where he had responsibility for budget, finance, human resources, information technology, strategic planning, risk management, physical plant and security at the four campus, 18,000 student, 1,200 employee, $145 million dollar enterprise that served Rhode Islanders from all walks of life. Shea also advised the Rhode Island commissioner of higher education on strategic and financial issues. A Boston native, he served as a naval officer from 1982 until his retirement as a Captain in July 2007. He joined CCRI from his last Navy assignment at the Naval War College in Newport, Rhode Island where he led the leadership and management faculty. He holds a Masters of Business Administration from the College of William and Mary and a Master of Arts in Strategic Studies from the Naval War College. Bob has been married to Tracey Baldwin for 28 years and they recently relocated to Alexandria, Virginia. Together they have two sons, RJ a Bowdoin College grad working in New York City and Andrew, a graduate of the U.S. Naval Academy, training to be a Navy pilot in Florida.
Chief Investment Officer
Case Western Reserve University
SHOW FULL BIO » Sally J. Staley Sally Staley joined Case Western Reserve University’s investment office in 2002 and became Chief Investment Officer in 2006. She manages a staff of six professionals overseeing investment of the University’s endowment and pension assets with a focus on understanding risk and managing to outcomes. She is also the principal liaison with the Investment Committee in formulating the University’s investment and spending policies and works closely with Development staff to communicate investment results and policy to donors. Sally began her career in international bond market research and institutional sales with Salomon Brothers and Merrill Lynch followed by a transition to investment management at the State of Wisconsin Investment Board where she established the public pension fund’s international fixed income program and managed an international bond portfolio. Sally later worked as Senior Consultant with the investment management consulting practice of PricewaterhouseCoopers. She holds a Master of International Affairs degree from Columbia University and a Bachelor of Arts degree from The College of Wooster where she currently serves as a Trustee and Investment Committee member. She is also a board member and investment committee Chair for both the Great Lakes Theater Festival and the Saint Luke’s Foundation of Cleveland.
Chief Investment Strategist and Chief Economist
2015 Endowment and Debt Management Forum
February 4-6, 2015
Fees (Early bird ends 1/7/2015)
- Member Early Registration: $750.00
- Non-Member Early Registration: $900.00
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