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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

Register Now

Schedule

Wednesday, February 7

11:00 AMCORPORATE SHOWCASE: Mission Aligned Investing: The Next Frontier for Endowments?
1:00 PMCORPORATE SHOWCASE: An Alternative to the Endowment Model
2:10 PMCORPORATE SHOWCASE: Private Equity: An Ace in the Hole or a Dead Man's Hand?
3:30 PMCORPORATE SHOWCASE: In a World with Scarce Alpha, Are Hedge Funds Worth the Expense?

Thursday, February 8

8:00 AMKeynote PresentationDr. Patrick T. Harker, President, Federal Reserve Bank of Philadelphia
9:10 AMNACUBO Commonfund Study of Endowments

Speaker(s):
Ken Redd, NACUBO

10:40 AMLarge Endowment Roundtable
10:40 AMSmall Endowment Roundtable
11:30 AMLunch: Award Luncheon
12:45 PMEndowment Operations and Management

Speaker(s):
Jeremy Bass, PFM
David Carson, Flagler College
Brandon Rosenbluth, PFM

12:45 PMManaging Endowments: Outsource, Insource, Consult - Which Solution is Right for You?

Speaker(s):
John Griffith, Hirtle, Callaghan & Co.
Bob Huth, Stetson University

1:55 PMThe ABCs of Effective Leadership

Speaker(s):
Beverly Tatum

3:25 PMNavigating Thorny Challenges Facing Endowment Fundraising

Speaker(s):
Thomas Herbert, Miami University
Ann Kaplan, Council for Aid to Education
Lindy Sherwood, Kaspick & Company, LLC

4:30 PMBuilding an ESG Endowment: Policies, Practices and Portfolio

Speaker(s):
Libby George, North Carolina State University
Mary Peloquin-Dodd, North Carolina State University

Friday, February 9

8:45 AMGovernance and Best Practices for Endowment Management

Speaker(s):
Nikki Kraus, Strategic Investment Group

8:45 AMManaging the Tax Consequences of Alternative Investments

Speaker(s):
Edward Jennings, University of Michigan

10:00 AMGlobal Economic Outlook for 2018

Speaker(s):
Nancy Lazar, Cornerstone Management

11:30 AMIssuing and Managing Long-Term Debt

Speaker(s):
Edie Behr, Moody's Investors Service
Linda Fan, The Yuba Group, LLC
Craig Woody, University of Denver

Program Overview

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

Fees (Early bird ends 1/10/2018)

  • Member Advance Registration: $795.00
  • Non-Member Advance Registration: $1,350.00

Estimated CPEs:14


Sponsors

Evestment

Graystone Consulting Logo

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

Northern Trust

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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