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Events and Programs
Events and Programs
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2013 Endowment Management Forum

February 6-8, 2013
The Waldorf Astoria
New York, NY

Schedule

Wednesday, February 6

11:00 amPre Conference Corporate Showcase Registration
12:00 pmPre-Conference Corporate Showcase
This is an optional day of programming- Please indicate during registration if you are going to attend this event.

12:00-1:00 p.m.- A Discussion of the Outsourced CIO and Investment Office
Christopher Laing, CornerStone Partners 
Kevin Schuyler, CornerStone Partners
David Russell, CornerStone Partners
 
1:00-2:00 p.m.-   Europe from a European's Perspective
Andrew Kirton, Mercer

2:00-3:00 p.m.-   Can Investors Have it All?  Weighing the Risks, Liquidity, and Returns of Private Equity
Cheryl Maliwanag, Pathway Capital Management
James Wilson, Muskingum University
 
3:00-3:30 p.m.-   Refreshment Break Sponsored by Fund Evaluation Group
 
3:30-4:30 p.m.-   Benefit of Investing in Real Assets
Jim Bethea, University of Iowa Foundation
Nolan Bean, Fund Evaluation Group
 
4:30-5:30 p.m.-   Asset Allocation in a Low-Return Environment
Marvin Barth & Scott Wise, Covariance Capital Management

Thursday, February 7

7:45 amContinental Breakfast- Exhibits Open
7:45 amRegistration
8:45 amWelcoming Remarks

Speaker(s):
John Lively, NACUBO
Judy Van Gorden

9:00 amNACUBO-Commonfund Survey Review

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

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 2012, with a review of the strategies that institutions used to confront volatile market conditions during the year.
9:30 amThree Patterns to Deception and a Radical Path to Truth

Speaker(s):
Pamela Meyer

Pam Meyer, author of LieSpotting.
Studies reveal that we encounter an average of 10-200 lies per day. Meyer’s presentations combine her extensive training and research with soft skills and business acumen to deliver an interactive presentation teaching attendees how to recognize the facial expressions, gestures and language of deception. Attendees leave a Meyer's presentation armed with tools for better buying, protecting, interviewing and negotiating.
The Leadership Series is supported by a generous contribution from TIAA-CREF.
10:30 amRefreshment Break- Exhibits Open
10:45 amCurrent Outlook and Forecast

Speaker(s):
Mark Zandi, Moody's Analytics

The election is over, but the hard work needed to address the nation’s daunting fiscal challenges is just beginning. What the next President and Congress do or don’t do will determine the economy’s fate for the foreseeable future.
11:45 amLunch
1:00 pmThe View from Washington, DC

Speaker(s):
A.B. Stoddard

A.B. Stoddard, Associate Editor of The Hill, frequent MSNBC and Fox contributor to provide insights into the post-election Washington scene
2:00 pmPanel Discussion: How do we juggle and carry out all three- "Buy…Sell…and Spend…What?"

Speaker(s):
Dean Currie, California Institute of Technology
Lawrence Kochard, University of Virginia Investment Management Company
Catherine Piez, Brookings Institution

This panel of experienced CIO or CFO participants will share their significant and varied experiences in managing endowments and ensuring that these endowments, especially in times of uncertainty and change, are continuing to play the role envisioned for them in their respective institution’s framework.
3:00 pmRefreshment Break
3:30 pmCrash Risk: Investor Psychology and Opportunities

Speaker(s):
Xavier Gabaix, New York University

This talk will focus on topics such as evidence of extreme events, how people interpret these events, how models deal with these events in the context of financial markets and the resulting opportunities for investors
4:30 pmRecognizing Major Change

Speaker(s):
Charley Ellis, The Partners of 63

When formulating long-term policies, endowment managers and trustees need to recognize the many and major changes in investment markets and in the priorities of investment firms. In his talk, Charley Ellis will treat these important changes with the perspective of the needs of endowment managers.
5:30 pmNetworking Reception- Exhibits Open

Friday, February 8

7:15 amContinental Breakfast- Exhibits Open
7:15 amRegistration
8:15 amKey Macro Issues Facing the Developed World and Emerging Markets - Medium-Term Investment Implications

Speaker(s):
Kevin Kenny, The Carlyle Group

The world is in the midst of a massive deleveraging effort, which began in the United States, migrated to Europe, and will soon shift to China. This session will explore the Macro developments in each of these regions and their potential impact on global markets and the investment performance for both the Developed World and the Emerging Markets.
9:30 amRound Table Discussion for Endowments between $100-$500 million

Speaker(s):
Bob Huth, Stetson University
Jack Rich, Abilene Christian University

These groups will have targeted discussions, facilitated by experienced participants, of the problems, challenges and solutions that they have faced 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.
9:30 amRound Table Discussion for Endowments less than $100 million

Speaker(s):
Margaret Ferber, Nazareth College of Rochester
John Palmucci, Loyola University Maryland

These groups will have targeted discussions, facilitated by experienced participants, of the problems, challenges and solutions that they have faced 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.
9:30 amRound Table Discussion for Endowments more than $500 million

Speaker(s):
Don Fehrs, Evanston Capital Management, LLC
Sally Staley, Case Western Reserve University

These groups will have targeted discussions, facilitated by experienced participants, of the problems, challenges and solutions that they have faced 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.
10:45 amRefreshment Break
11:15 amRisk Management in a Dangerous Time

Speaker(s):
Paul Singer

Paul Singer is one of the most recognized hedge fund managers.  Paul and his team have successfully steered the Elliott Fund through both 1998 and 2008 with negligible losses.  Paul will discuss the opportunities for limiting risk in the current environment in which global debt is at record levels, selected sovereign interest rates are near zero, and political problems are seemingly intractable.
12:30 pmProgram Ends

Program Overview

2013 Endowment Management Forum
February 6-8, 2013

Estimated CPEs:15


Sponsors

Interested in Exhibiting?

Exhibiting Opportunities

Exhibitor Registration Form

Have quesitons? Contact Gloria Nehemiah, Exhibits Manager.

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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