2016 Endowment and Debt Management Forum
February 3-5, 2016
The Waldorf Astoria
New York, NY
OverviewInteract with economic and media experts, financial and global investment authorities and noted campus investment managers to assess contemporary economic issues and trends as they may have an impact on institutional endowment management.
The program will touch on such important issues as:
o current investment trends
o regulatory and legislative actions
o global trends and directions
Who Should Attend
- Chief Financial Officers
- Endowment Chief Investment Officers
- Institutional Treasurers
- Investment and Finance Committee Board members
- Professional Endowment Fund Managers
What You'll Learn
- Compare insights into inflation and determine its possible impact on your endowment
- Discuss major, difficult financial issues and assess how they may impact your campus
- Identify better ways to communicate with your boards and committees
No prerequisites and/or advance preparation required.
Participants will be awarded up to 12 CPE credits for this group live event. CPE credits can be earned in the following categories:
Economics, Finance, Management Advisory Services, and Personal Development
Wednesday, February 3
|12:00 pm||Corporate Showcase Registration Open|
|12:00 pm||Pre-Conference Corporate ShowcaseThis is an optional day of programming- Please indicate during registration if you are going to attend this event.|
|1:00 pm||The Role of Enterprise Risk Management in Achieving Financial Health|
|2:00 pm||Private Investments’ Renaissance in Asia|
|3:00 pm||Refreshment Break|
|3:30 pm||Hedge Funds are Dead: Long Live Hedge Funds|
Thursday, February 4
|7:45 am||Registration & Welcome Breakfast in Exhibit Hall|
|8:45 am||Welcoming Remarks|
|9:00 am||Characteristics of Over Indebted Economies|
|10:05 am||Results of the 2015 NACUBO-Commonfund Study of Endowments|
|10:50 am||Refreshment Break in Exhibit Hall|
|11:15 am||Debt Issuance, An Increased Due Diligence Burden|
|1:30 pm||CIO Panel discussion for Endowments over $250 million|
PLEASE NOTE: These sessions are not open to members of the press and media.
|1:30 pm||CIO Panel discussion for Endowments up to $250 million|
PLEASE NOTE: These sessions are not open to members of the press and media.
|2:30 pm||Refreshment Break in Exhibit Hall|
|3:00 pm||A Conversation about Markets: Where We Are and Where We Are Going|
|4:05 pm||A New Array of Financing Options . . . and Pitfalls|
|5:05 pm||Networking Reception in Exhibit Hall|
Friday, February 5
|7:45 am||Registration & Continental Breakfast|
|8:45 am||MicroInequities: The Power of Small|
The essence of the MicroInequities: The Power of Small program is to bring to leadership’s attention the power that micro-messages have on leadership effectiveness, employee performance and customer retention and loyalty. One of the program’s key messages is the inextricable link this new knowledge and skill has on the business case. This is a recurring link throughout the session with tangible examples of the direct impact on internal and external performance.
The performance of every employee, at every level, hinges directly on the influence of environment, culture and leadership messages. As we have all observed, it is not uncommon for a “poor” performer to be managed out of the business, who then takes a similar job at a different company and does exceptionally well in their new role. In those cases, the employees’ performance had nothing to do with their skill or ability. Clearly, the performance was influenced entirely by their environment and the messages they were being sent that caused the performance to either become shut down or “unlocked.”The Leadership Series is supported by a generous contribution from TIAA-CREF
|9:50 am||The Economy and Monetary Policy|
|10:50 am||Check-out/Refreshment Break in Exhibit Hall|
|11:15 am||Smart Beta Panel|
|12:15 pm||Closing Remarks|
|12:30 pm||Program Adjourns|
The Waldorf Astoria
As one of the first 'grand hotels' to combine elegance with luxurious amenities and services, The Waldorf Astoria has been world renowned for over a century.
For guests' convenience, they offer luxurious guest rooms and select, spacious suites. Cheerful bedrooms, over sized marble bathrooms and original Art Deco motifs give their rooms a delightful residential ambiance.
The Waldorf stands as a unique dining destination, with four distinctive restaurants, three lounges, and of course, 24-hour room service. Superior hotel amenities and services include booking privileges at the incomparable Guerlain Spa at the Waldorf Astoria.
Visit the The Waldorf Astoria website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 212.355.3000.
Rates are guaranteed until 1/6/2016, subject to availability.
Please review our registration policies.
Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.
Beware of Room Block Poachers:This is the practice of companies posing as an agent or representative of an association offering hotel reservation services. They may offer a hotel room at a lower cost, and have an official sounding name such as "Exhibition Housing Management". "Poachers" will immediately charge your credit card, sometimes with a "service fee", and in many cases will not make a reservation. Be advised that this is NOT an official service. No attendee should be contacted about hotel reservations except by NACUBO. If someone outside of NACUBO contacts you, we urge you to ignore them and report them immediately to NACUBO.
Fund Evaluation Group, LLC
SHOW FULL BIO » Nolan Bean, CFA, CAIA Managing Principal / Consultant Fund Evaluation Group, LLC Nolan Bean is a managing principal and consultant at Fund Evaluation Group, LLC (FEG). Nolan has been with FEG since 2004 and is a member of FEG’s Investment Policy Committee. Prior to joining FEG, Nolan worked for Waddell & Reed Financial Services. Nolan was named “2011 Nonprofit Consultant of the Year” by Foundation & Endowment Money Management. He received his M.B.A. in Quantitative Analysis and Finance from the University of Cincinnati Carl H. Linder College of Business and earned a B.S.B.A. in Finance from Georgetown College. He holds the chartered financial analyst (CFA) and chartered alternative investment analyst designations, and is a member of the CFA Institute. Fund Evaluation Group, LLC Fund Evaluation Group, LLC provides investment consulting, portfolio management and research services. Established in 1988, the independently-owned firm has approximately $35 billion in total client assets under advisement and over 80 employees.* FEG’s research analysts are uniquely tenured for the industry, with the average analyst possessing more than 10 years of investment experience, and have been featured by CNBC and the Wall Street Journal. FEG is headquartered in downtown Cincinnati, and has offices in Indianapolis and Detroit. *as of 9/30/2012
Professor of Economics & Public Affairs
Chief Executive Officer
TOBAM Core Investments
SHOW FULL BIO » Mr. Choueifaty built TOBAM in 2006, as Managing Director, Head of the Quantitative Asset Management business in Europe, and Head of Lehman Brothers Asset Management France. Prior to joining Lehman Brothers, Mr. Choueifaty was CEO of Credit Lyonnais Asset Management ("CLAM"). He was CIO of CLAM from 2000 with direct responsibility for all aspects of the Investment Management process as well as Marketing and Sales. From 1998 to 2000 Mr. Choueifaty was Head of Financial Engineering and Quantitative Investment Management, having developed the structured products and financial engineering business units since 1992. Mr. Choueifaty graduated in 1992 from ENSAE in Statistics, Actuarial studies, Finance, and Artificial Intelligence.
Senior Portfolio Manager, Chief Equity Strategist
Nuveen Asset Management
SHOW FULL BIO » NEW BIO
SHOW FULL BIO » Charles Ellinwood, Managing Director, is a member of Barclays’ Higher Education Finance Group in New York. Barclays is the #1 ranked senior manager of higher education bonds over the past five years having completed 174 transactions with a par value of $18.5 billion during this time. A 30-year veteran of public finance, Mr. Ellinwood has worked in a variety of areas in public finance and has completed over $25 billion of tax-exempt and taxable bond financings relating to higher education, transportation, healthcare, infrastructure, pollution control and industrial development projects. His 2015 higher education experience includes financings for the University of South Florida, Stetson University and Villanova University. Prior to joining Barclays in 2008, Mr. Ellinwood was a Senior Managing Director in the Public Finance Department of Bear Stearns & Co. He received a B.A. from Villanova University and his M.B.A. from Boston College.
Sr. Vice President for Strategic Initiatives
Ohio University Main Campus
SHOW FULL BIO » Stephen T. Golding serves as the Vice President for Finance and Administration at Ohio University and Treasurer of the Ohio University Foundation and has over 30 years of experience in higher education financial affairs, investment management, strategic resource planning and government. Golding is responsible for implementing financial policies and managing most of the university’s financial and administrative functions and operations on the Athens campus. Additionally, he serves as Managing Partner for The 1782 Group, a higher education consulting group. Prior to Ohio University, he was the Executive Vice President for Finance and Administration at Cornell University. He has served as principle advisor to the Governor’s Task Force on Diversifying the New York State Economy and the Ohio Board of Regents Fifth Condition Report: Advancing Ohio’s Innovation Economy which focused on developing strategies to sponsor and commercialize New York State and Ohio universities’ technology to promote regional based economic development. Prior to joining Cornell, Mr. Golding served as the Chief Financial Officer for both the University of Colorado System and for the University of Pennsylvania. Mr. Golding holds a Master of Arts Degree in Political Science from the University of Delaware and a Bachelor of Arts Degree in History from Washington College, and services on Wells Fargo’s Alternative Strategies Group, Inc. mutual fund board.
The Yuba Group, LLC
SHOW FULL BIO » Roger Goodman is a Partner in the New York offices of The Yuba Group, a financial advisory firm aimed at providing independent, objective analysis and advice to higher education and not-for-profit institutions. Prior to Yuba, Roger served as team leader for Higher Education and Not-for-Profits at Moody’s, where he and his team drove analytic enhancements to rating processes, especially surrounding variable rate debt, liquidity, derivatives and investment policies. Roger received his B.A. in Political Science and Economics from Brandeis University and his M.P.A in Public and Non-Profit Finance from New York University.
Hirtle, Callaghan & Co.
SHOW FULL BIO » John Griffith, CPA Vice President Hirtle Callaghan & Co At Hirtle Callaghan & Co. John works with trustees and senior leadership on investment strategy. Focusing on enterprise risk and assessing how operational and financial risk impact investment strategy. John has over 28 years of higher education experience. For 9 years he was the Chief Financial Officer and Treasurer of Bryn Mawr College. As the Treasurer he oversaw an $850 million endowment, managed cash, issued debt, and was responsible for budgeting and strategy planning. At Bryn Mawr he assisted in modernizing and diversifying the endowment. During the recession Bryn Mawr was one of only a few colleges whose debt rating was upgraded. Prior to Bryn Mawr John spent 15 years in various financial roles at the University of New Hampshire. John started his Career at Coopers & Lybrand. He earned a masters in Finance from Bentley University and Ba in Business Administration from the University of New Hampshire.
Senior Vice President and Director of Quantitative Research
Northern Trust Asset Managment
SHOW FULL BIO » Michael Hunstad is Senior Vice President and Director of Quantitative Research at Northern Trust Asset Management. In this role he leads Asset Management’s factor-based research and product development programs across active and passive equity, fixed income, real estate and commodities. Prior to joining Northern Trust, Dr. Hunstad was head of research at Breakwater Capital, an algorithmic trading firm and hedge fund. Previously, he was head of quantitative asset allocation at Allstate Investments, LLC and a quantitative analyst with a long-short equity hedge fund. He also served as an adjunct professor at the Illinois Institute of Technology. He holds a Ph.D. in applied mathematics, an MBA in finance, an M.A. in econometrics and a B.S. in economics. He has published more than 40 articles and papers in professional and academic journals including Pensions & Investments, European Pensions, the Journal of Index Investing, the Alternative Investment Analyst Review, the Journal of Financial and Strategic Decisions and the Journal of Corporate Treasury Management. Dr. Hunstad has also spoken at more than 150 conferences across North America, Europe, Asia, the Middle East and Australia/New Zealand.
Executive Vice President
Hoisington Investment Mgmt.
Executive Vice President of Business and Chief Financial Officer
SHOW FULL BIO » F. Robert Huth, Jr. CPA, MBA – Mr. Huth, EVP and CFO at Stetson University, had been at the University since July 2011. He previously served Middlebury College as EVP from 2004 to 2011, as VP for Administration and Treasurer from 1999-2004, and as VP for Administration and CFO from 1998 to 1999. A graduate of Moravian College, he has over 35 years of experience in finance and accounting, including serving as Senior VP for Administration at Moravian College and Controller of Lehigh University. Mr. Huth is a past President of the Eastern Association of College and University Business Officers (EACUBO) and a former Board member of the National Association of College and University Business Officers (NACUBO). He has served as Past President of the Addison County Chamber of Commerce Board, Treasurer of the Addison County Economic Development Corporation Board, and Vice Chair of the Addison County Transit Resources Board. From 2007 to 2011 he was a Commissioner of the New England Association of Schools and Colleges. Mr. Huth is a board member of the Tuition Plan Consortium Board since 2010, serving as Board Chair from 2012 to 2015. Mr. Huth currently serves as a Program Committee member for NACUBO’s Endowment Management Forum as well as for EACUBO. He received the EACUBO’s “Distinguished Service Award” in 2008 and NACUBO’s “Distinguished Business Officer” award in 2014.
Executive Director, Commonfund Institute
SHOW FULL BIO » William F. Jarvis, Executive Director of the Commonfund Institute, leads Commonfund’s educational, research and professional development activities. Bill is the managing editor of Commonfund Institute’s series of proprietary studies of nonprofit investment and governance practices and the author or co-author of numerous white papers and articles. He speaks at Commonfund’s annual Endowment Institute and Commonfund Forum as well as at other nonprofit and industry conferences. A financial services executive and attorney, Bill served as Commonfund Institute’s Head of Research from 2006-15. His career prior to joining Commonfund included working 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. He also 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.
Kaufman Hall | Axiom Software
Senior Vice President, Marketing - Institutional & Endowment Services
SHOW FULL BIO » Kathryn Karlic, CFA Senior Vice President, Cross Enterprise Marketing Ms. Karlic joined TIAA-CREF in 2014 as Senior Vice President of Cross Enterprise Marketing. Kathy’s extensive experience and expertise spans financial services, insurance and investment management. She is responsible for expanding TIAA-CREF’s relationships with foundations and endowments by executing our cross enterprise marketing strategy. Prior to joining TIAA-CREF, Kathy worked for M&T Bank as Group Vice President of Wealth and Institutional Services and Chief Client Officer for Wilmington Trust Investment Advisors. Leading the institutional investment management business focused on endowments, foundations and corporate clients, Kathy helped the business achieve higher sales, strong portfolio performance and outstanding client retention. She also worked at GE Asset Management, where her diverse roles included serving as Chief Investment Officer in charge of the investment function for more than $100 billion of fixed income assets, and the President of Sales and Marketing. She spent 17 years at CitiGroup Investments, where she was a portfolio manager, trader and director of research. Kathy holds a Bachelor’s degree in Business Administration from Babson College and a Master’s degree in Accounting from the University of Hartford. She is on the advisory board for the Cutler Center for Investments at Babson College, and a founding member of Babson’s Center for Women’s Leadership. Kathy joined the Girls Scouts, Hornets’ Nest Board of Directors in 2015. Kathy is a Chartered Financial Analyst (CFA).
Vice President - Senior Credit Officer/Manager
Moody's Investors Service
SHOW FULL BIO » Karen is the Vice President - Senior Credit Officer and co-team manager for Moody’s US Higher Education and Not-for-Profit Team. She oversees a team of 19 analysts that conducts research and assigns credit ratings to close to 800 colleges, universities, and other not-for-profit organizations in the United States. She has direct analytical responsibility for market leading universities and nationally prominent not-for-profit organizations. Karen is a key member of Moody’s global higher education assessments, evaluating sector developments and individual universities across multiple countries. Karen authored publications on topics including governance and management of US universities, the importance of government relationships to public university ratings, the impact of technological changes and online education, as well as privatized student housing and debt capacity. She is also a frequent speaker at industry conferences, both in the US and internationally. Karen received her A.B. in Political Science from Brown University and an M.P.A. from the Lyndon B. Johnson School of Public Affairs at the University of Texas at Austin.
Managing Director, Chief Global Strategist
J.P. Morgan Asset Management
Kaufman Hall | Axiom Software
Managing Director, Non-Profits
Russell Investment Group
SHOW FULL BIO » Heather Myers is managing director, non-profits for Russell Investments; in this capacity, she is responsible for providing leadership on strategy development and advice to clients and prospects. Additionally, Heather serves as a senior consultant for several key non-profit clients, providing strategic advice on all aspects of clients’ investment programs, including governance, investment policy, asset allocation, manager selection and risk management. As one of Russell’s leading voices in the non-profit community, Heather regularly participates in industry conferences and is actively involved in Russell’s research aimed at the interests of this community. Heather joined Russell in 1989 working with Russell’s international consulting clients and the company’s Japanese-related business. By the end of 1989, she was a member of Russell’s fixed income manager research team, and through 2000, Heather researched the global fixed income and currency markets. She moved to London in 1997 as the head of multi-currency fixed income research for Russell, and in this role oversaw the team researching U.K., European and global fixed income strategies. Returning to the U.S. in 2000, Heather was named Russell’s senior practice analyst for fixed income and currency based in New York. The following year, she joined Russell’s U.S. Consulting team, becoming a senior consultant in 2003. During this time, Heather was also a member of Russell’s external hedge fund of fund research practice for advisory clients. In 2008, she assumed the role of director of endowment and foundation strategy. Heather has authored numerous research papers published by Russell including, “Risk Management is the Cornerstone of Investing,” “Liquidity Challenges for Endowments & Foundations,” “Responsible Investment: Five Tests of an SRI/ESG Policy,” and “Capturing Alpha Through Active Currency Overlay.” She was a recipient of the Russell Excellence Award in 1993. Heather is a member of the Board of Overseers at Whitman College and serves on Whitman College’s Investment Committee. She is a member of the St. Luke’s Hospital Bethlehem, PA’s Investment Committee. B.A., Political Science, minor in Japanese Studies, Whitman College, 1987 Whitman College Associated Kyoto Program attendee, Doshisha University, 1986 to 1987 Licensed Registered Representative, FINRA Series 7, 63 and 24 (Russell Financial Services, Inc., member FINRA
Winston & Strawn LLP
Co-Chief Investment Officer
Strategic Investment Group
SHOW FULL BIO » Mr. O’Hara is Co-Chief Investment Officer of Strategic Investment Group, a role he shares with Eric Bendickson and Markus Krygier. As Co-CIO, he is responsible for all aspects of Strategic’s investment process, portfolios, and performance. Mr. O’Hara also directs Strategic’s research efforts, enhancing the firm’s broad portfolio and risk management activities, as well as more focused asset class research initiatives. In addition, as the developer of Strategic’s proprietary quantitative market-neutral equity strategy, he continues to support the team’s ongoing efforts in proprietary strategies. Prior to joining Strategic, he was Managing Director of Rockport Advisors, where he developed a market-neutral U.S. equity strategy. Mr. O’Hara has served as Vice President and Head of Asset Allocation Applied Research at J.P. Morgan Investment Management. He holds an M.B.A. in Finance from the Stern School of Business at New York University, a B.S.Econ. from the Wharton School, and a B.S.Eng. from the Moore School of Engineering at the University of Pennsylvania. Mr. O’Hara is a CFA charterholder and a member of the New York Society of Security Analysts.
Director, Research & Policy Analysis
SHOW FULL BIO » Ken Redd is Director, Research and Policy Analysis at the National Association of College and University Business Officers (NACUBO). He came to NACUBO in 2008 from the Council of Graduate Schools, where he directed the organization's research and policy analysis efforts. At NACUBO, Ken oversees the annual Tuition Discounting Study and the NACUBO-Commonfund Study of Endowments. Ken has a master’s degree in public affairs from the University of Minnesota and a bachelor’s in English and political science from Tufts University.
Co-Author, Foundation & Endowment Investing and Founder and Chief Executive Officer
SHOW FULL BIO » Cathleen Rittereiser develops, mentors and inspires future institutional investment leaders as the founder of Uncorrelated, LLC. Uncorrelated’s investor education initiatives have included the Portfolio Whiteboard Project, The Investment LAB: The Energy Revolution, and DoDiligence™ - Reinventing the Due Diligence Process. Rittereiser is the co-author of the books Foundation and Endowment Investing (Wiley, 2008) and Top Hedge Fund Investors: Stories, Strategies, and Advice (Wiley, 2010). Prior to founding Uncorrelated, Rittereiser spent 20+ years as an investor relations and marketing executive with leading financial services firms and hedge fund complexes. She holds an M.B.A. from NYU’s Stern School of Business and an A.B. in English and Business from Franklin & Marshall College, where she serves on the investment committee.
Vice President for Business & Finance and Chief Financial Officer
SHOW FULL BIO » Dr. Alan D. Robertson Sr., Vice President for Business and Finance and Chief Financial Officer Dr. Robertson is responsible for providing overall strategic and tactical leadership for all financial and business operations to ensure the College’s fiscal integrity. In addition to developing the annual budget and long-range fiscal strategic plan, Dr. Robertson will work closely with the Finance, Audit and Investment committees of the Board of Trustees in overseeing the financial statement audit process, as well as long-term financing and investment of the College’s endowment. Robertson’s experience includes more than 25 years of senior professional and leadership roles in education, banking and the private sector in the areas of administration, financial management, planning, accounting and auditing. During his tenure at Chicago State University, Robertson was responsible for re-organizing financial and accounting operations to improve fiscal processes and the university’s financial condition. Under his leadership, the university achieved a balanced budget and improved cash flow for five consecutive years, after four years of consecutive operating deficits. Prior to higher education, Robertson was a senior vice president of the Independence Bank of Chicago, vice president of the First National Bank of Chicago. He began his professional career as a CPA at Arthur Andersen & Co. He has a bachelor's degree in commerce and accounting from DePaul University; a master’s degree in management (MBA), with concentrations in finance and marketing, from Northwestern University's Kellogg Graduate School of Management; and a doctorate in higher education administration from the University of Pennsylvania - School of Education. Robertson is the recipient of the Johnson & Johnson Leadership Award, the Inroads Alumni Professional Achievement Award and the American Institute of CPAs Scholarship. He has served in professional capacities with the Illinois CPA Society and is a member of the AICPA and the National Association of College and University Business Officers.
Senior Vice President, Senior Client Investment Officer - Asset Management
Northern Trust Asset Managment
Chief Investment Officer
University of Cincinnati Main Campus
Senior Fellow, Finance & Campus Management
SHOW FULL BIO » Bob Shea joined NACUBO as senior fellow, finance and campus management in February 2013, where he leads the Higher Education Economic Models Project and the Endowment and Debt Management Forum. Prior to NACUBO, he was the Vice President for Business Affairs (CFO) at the Community College of Rhode Island (CCRI), a four campus, 18,000 student, 1,200 employee, $145 million dollar public institution. Concurrently, Shea advised the Rhode Island commissioner of higher education on strategic and financial issues for CCRI, Rhode Island College and the University of Rhode Island. Bob is also a former chair of EACUBO's Program Committee. A retired Navy captain, Shea served for twenty five years as an aviator and financial management executive culminating his naval career with three years on the faculty at the Naval War College. 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.
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. 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 has served for many years as a board member and investment subcommittee Chair for the Great Lakes Theater Festival and a former board member and investment committee Chair for the Saint Luke’s Foundation of Cleveland.
Chief Investment Strategist and Chief Economist
Senior Vice President, Portfolio Manager
Acadian Asset Management
Chief Investment Officer
Lewis and Clark College
SHOW FULL BIO » Carl Vance joined Lewis & Clark College in 2006 as Vice President of Business and Finance and Treasurer. In 2013 he became Chief Investment Officer. Prior to joining Lewis & Clark, Carl was the CFO for Occidental College and Linfield College. Mr. Vance earned a B.A. in economics from the University of Illinois, an M.B.A. in arts management from the University of California at Los Angeles, and an Advanced Executive M.B.A. from Claremont Graduate University. He has been overseeing institutional endowments for 39 years.
J.P. Morgan Asset Management
Assistant Treasurer, Debt, Real Estate & Capital Programs
New York University
Vice Chancellor, Business & Financial Affairs
University of Denver
SHOW FULL BIO » Mr. Woody is responsible to the Chancellor for the following offices and departments: Controller’s Office, Human Resources, Campus Safety, Student Financial Services, Facilities Planning and Management and Risk Management. As Treasurer, Mr. Woody is responsible for overseeing the University’s working capital and endowment investments and for managing long-term debt. He came to the University as controller in 1984, and was appointed vice-chancellor in January 1995. Prior to joining the University, Mr.Woody worked in the audit department of the accounting firm KPMG. He earned a bachelor’s degree in accounting from the University of Iowa and a master’s degree in accounting from the Daniels College of Business. Mr. Woody is actively involved in local community organizations. He is a former Board member of the International Order of Rocky Mountain Goats, Treasurer of the Colorado Chapter of the March of Dimes and served on the Campaign Committee for the Mile Hi United Way.
Insight Education Systems
2016 Endowment and Debt Management Forum
February 3-5, 2016
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