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Events and Programs
Events and Programs
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2018 Endowment and Debt Management Forum

February 7-9, 2018
New York Marriott Marquis
New York, NY

Speakers

William R. Abt
Senior Vice President and Chief Investment Officer
Carthage College
Craig Barker
Senior Vice President and Chief Financial Officer & Chief Information Officer
University of Arizona Foundation
Jeremy Bass
Managing Director
PFM
Nolan Bean
Head of Institutional Investments
Fund Evaluation Group, LLC
Edie F. Behr
Vice President-Senior Credit Officer
Moody's Investors Service
David Carson
Vice President of Business Services
Flagler College
Beverly Daniel Tatum


Eileen DiBenedetto
Vice President for Finance
Barnard College
Jeffrey G. Eisenbarth
Vice President for Business & Finance and Treasurer
Rollins College
Linda Fan
Managing Partner
The Yuba Group, LLC
Matt Finke
Institutional Sales Manager
Fund Evaluation Group, LLC
Libby George
Director of Investments
North Carolina State University
J. Michael Gower
Executive Vice President for Finance & Administration
Rutgers, The State University of New Jersey New Brunswick Campus
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John Griffith
Vice President
Hirtle, Callaghan & Co.
John S. Griswold
Founder and Senior Advisor, Commonfund Institute
Commonfund
Mark P. Haas
Vice President for Finance and Treasurer
Michigan State University
Thomas B. Heck
Chief Investment Officer
Ball State University Foundation
Thomas W Herbert
Senior Vice President for Advancement & President of the MU Foundation Board
Miami University
Michael Hillman
Investments and Client Relations
Aptitude Investment Management
Bob Huth
Executive Vice President of Business and Chief Financial Officer
Stetson University
Edward L. Jennings
Tax Director
University of Michigan
Ann Kaplan
Director, VSE Survey and Data Miner
Council for Aid to Education
Nikki Wellmann Kraus
Managing Director, Global Head of Client Development
Strategic Investment Group
Tamara Larsen
Director
Perella Weinberg Partners
Nancy Lazar
Partner
Cornerstone Management
Biagio Manieri
Managing Director
PFM
Michelle D. Matis
Chief Financial Officer
Valencia College
Jessica Matsumori
Senior Director
S&P Global
Jon Moellenberg
Managing Director

Michael Nicolescu
Senior Analyst
PFM
Mary Peloquin-Dodd
Associate Vice Chancellor for Finance and University Treasurer
North Carolina State University
Christopher Philips
Department Head, Vanguard Institutional Investor Services
Vanguard
Ken Redd
Director, Research & Policy Analysis
NACUBO
Cathleen M. Rittereiser
Co-Author, Foundation & Endowment Investing and Founder and Chief Executive Officer
Uncorrelated, LLC
Lindy Sherwood
President
TIAA Kaspick
Carl B. Vance
Chief Investment Officer
Lewis and Clark College
Susan H. Wallace
Vice President for Finance & Administration
Saint Mary's College of California
Lindsay K Wayt
Assistant Director of Research and Policy Analysis
NACUBO
Craig Woody
Vice Chancellor, Business & Financial Affairs
University of Denver

Program Overview

2018 Endowment and Debt Management Forum
February 7-9, 2018

Estimated CPEs:14


Sponsors

Evestment

Graystone Consulting Logo

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

Northern Trust

U.S. Trust. Bank of America Corporation.

TIAA

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 information regarding administrative policies such as refunds, cancellations, and complaints:

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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