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Events and Programs
Events and Programs
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2015 Endowment and Debt Management Forum

February 4-6, 2015
The Waldorf Astoria
New York, NY

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Schedule

Wednesday, February 4

10:30 amPre-Conference Corporate Showcase Registration
11:00 amPre-Conference Corporate ShowcaseThis is an optional day of programming- Please indicate during registration if you are going to attend this event.
11:30 amGovernance of Endowment/Foundation Assets: Managing Increasing Complexity and Behavioral Biases

Speaker(s):
Kevan Buck, University of Tulsa
Peter Gerlings, Sibson Consulting, a Division of Segal

12:30 pmComplex Risks and the Endowment Advantage

Speaker(s):
John Keshner, The Northern Trust Company

1:30 pmCase Study: Evaluating and Executing Changes to Spending Policy

Speaker(s):
Nolan Bean, Fund Evaluation Group, LLC
Charles Peccolo, University of Tennessee System Office

3:00 pmMarrying Investment and Organizational Considerations to Maximize the Probability of Meeting your Target Return while Minimizing Risk

Speaker(s):
Diane Nordin, Wheaton College
Lori Van Dusen, LVW Advisors, LLC
Richard Van Kuren, LVW Advisors, LLC

4:00 pmOptimal Funding of Mission Critical Capital Projects: Debt or Equity?

Speaker(s):
James Dunkelman, Whittier College
Remy Hathaway, Prager & Co., LLC
Saul Rosenbaum, Prager & Co., LLC

Thursday, February 5

7:45 amRegistration & Continental Breakfast in Exhibit Hall
8:45 amWelcoming Remarks

Speaker(s):
Bob Shea, NACUBO
Sally Staley, Case Western Reserve University

9:00 amResults of the 2014 NACUBO-Commonfund Study of Endowments

Speaker(s):
Bill Jarvis, Commonfund
Ken Redd, NACUBO
Michael Strauss, Commonfund

This opening session provides a brief overview of the results of the annual NACUBO-Commonfund Study of Endowments. We will take a look back at the challenges endowment managers faced in fiscal 2014, with a review of the strategies that institutions used to confront volatile market conditions during the year.
9:45 amEconomic & Financial Market Outlook

Speaker(s):
James Paulsen, Wells Capital Management

Jim Paulsen will generally address current conditions of the U.S. economy and financial markets and make predictions as to where it's going based on past and current conditions of the retails, auto, real estate sectors as well as manufacturing, construction, unemployment, consumer confidence and the stock and bond markets.
10:45 amRefreshment Break in Exhibit Hall
11:15 amGeneral Session 2

Speaker(s):
Rob Blandford, University of Richmond
Dale Kindregan, Principal Global Investors
Jack Rich, Abilene Christian University
Nicholas Warren, Brandeis University

12:15 pmLunch featuring Keynote Speaker
2:00 pmRound table discussion for Endowments over $250 millionThese groups will have targeted discussions, facilitated by experienced participants, of the problems, challenges and solutions that they have experienced in recent years. Emphasis will be placed upon a practical exchange of both problems and specific remedies for these problems
PLEASE NOTE: These sessions are not open to members of the press and media.
2:00 pmRound table discussion for Endowments up to $250 million
These groups will have targeted discussions, facilitated by experienced participants, of the problems, challenges and solutions that they have experienced in recent years. Emphasis will be placed upon a practical exchange of both problems and specific remedies for these problems
PLEASE NOTE: These sessions are not open to members of the press and media.
3:00 pmRefreshment Break in Exhibit Hall
3:30 pmOff Balance But on Credit

Speaker(s):
Bianca Gaytan-Burrell, Standard & Poor's Corporation

Many colleges and universities believe that one of the supposed benefits of off-balance-sheet financing is the prevention of debt capacity.  The panel will discuss the credit link/credit risk model of off balance sheet projects and what makes some on credit and others not.  Additionally, the audience will hear from the Texas A&M University System, one of the largest issuers of off balance sheet in recent years, many of which were rated by S&P.
4:30 pmGeneral Session 3

Speaker(s):
Bola Olusanya, Vanderbilt University
Cathleen Rittereiser

5:20 pmNetworking Reception in Exhibit Hall

Friday, February 6

7:45 amContinental Breakfast in Exhibit Hall
8:45 am2015 Leadership Series Presentation
9:45 amGeneral Session 4
10:45 amCheck-out/Refreshment Break in Exhibit Hall
11:15 amGeneral Session 5
12:15 pmClosing Remarks

Speaker(s):
Bob Shea, NACUBO
Sally Staley, Case Western Reserve University

12:30 pmProgram Adjourns

Program Overview

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

Estimated CPEs:15


Sponsors

John W. Bristol & Co., Inc. Investment Management

Payment Options

For online registration NACUBO only accepts Visa, Mastercard, and American Express.

Visa | MasterCard | American Express

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

For further assistance contact
Customer Support:

1.800.462.4916

Registration Policy

Cancellation Policy


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: www.learningmarket.org.


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