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NACUBO Live! Results of the 2016 NACUBO-Commonfund Study of Endowments

Live Broadcast from the Endowment and Debt Management Forum in New York City


Live Broadcast from the Endowment and Debt Management Forum in New York City

Join us on Thursday, February 2nd at 9:15am ET for a live broadcast from the 2017 Endowment and Debt Management Forum. The session, Results from the 2016 NACUBO-Commonfund Study of Endowments (NCSE), will provide an overview of the results of the annual survey. Panelists will look back at the challenges endowment managers faced in fiscal 2016 and review the strategies that institutions used to confront volatile market conditions during the year. Speakers will provide a preview of the challenges that investment pros and chief business officers will face in fiscal 2017 and beyond.
Please note:  this session is complimentary to the participants of the 2016 NCSE. For more details, contact the NACUBO research team at

What You Will Learn

After participating in this program, you will be able to:

  • Compare your institution’s FY16 investment returns against national averages by endowment size and institution type.
  • Recognize the asset allocation strategies that produced the highest returns during the year.
  • Appraise the challenges and opportunities in the investment climate of 2017.
  • Report on the various governance challenges that you may need to meet to reach your institution’s endowment goals.
  • Express knowledge of the emerging investment strategies for FY17 and beyond.

Meet the Presenters

  • William Jarvis, executive director, Commonfund
  • Ken Redd, director of research and policy analysis, NACUBO
  • Mary Cahill, vice president of investments & chief investment officer, Emory University
  • Giovina Lloyd, vice president business & finance, Alfred University

Who Should Attend    

  • Chief business officers
  • Chief investment officers
  • Accountants
  • Controllers
  • Budget directors
  • Vice Presidents of finance

Course Information

  • Course Level: Intermediate
  • Course Type:  Group internet based training
  • CPE Field of Study:  Finance 
  • Length: 60 minutes
  • Prerequisites: none
  • CPE Credits: 1 (each person must register individually to earn CPEs)

Webcast Endowment and Debt Management

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

Registration Rates

For registration assistance: 800.462.4916 or

Member Member


Non-Member Standard