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2019 Endowment and Debt Management Forum

February 13-15 | New York, NY


Pick up the latest information and strategies related to endowment performance and strategic debt management. Speakers will include well-known economists, global strategists, and chief investment officers sharing their thoughts on the current investment environment.

The program will touch on such important issues as:

  • current investment trends
  • regulatory and legislative actions
  • global trends and directions
Questions regarding this program, please contact Dana Neill or call 202.861.2559. 

Interested in Sponsoring or Exhibiting?

Email LaTosha McNeal or call 202.861.2582 for information on sponsorship or becoming an exhibitor. 

Finance Workshop

What you will learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. The following course information is provided to help you determine the best learning experience to meet your needs

  • 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

Who should attend

  • Chief Financial Officers
  • Endowment Chief Investment Officers
  • Institutional Treasurers
  • Investment and Finance Committee Board members
  • Professional Endowment Fund Managers


No prerequisites and/or advance preparation required.

Meet The Presenters

  • Alan Alsheimer, , Permanens Capital
  • Mark Amiri, , Washington University in St. Louis
  • Erin Archer, , DePaul University
  • Kelli Armstrong, , Boston College
  • Jacalyn Askin, , NACUBO
  • Sandy Baum, ,
  • Nolan Bean, , Fund Evaluation Group, LLC
  • Janna Bersi, , California State University, Dominguez Hills
  • Catharine Bond Hill, , ITHAKA
  • John Bryant, , Illinois Wesleyan University
  • Emily Chan, , New York University
  • Liz Clark, vice president, policy and research, NACUBO
  • Christopher Cowen, , BofA Securities, Inc
  • Andrew Daly, , SEI
  • Megan DeGrass, , Wells Fargo Securities
  • John Donohue, , RBC Global Asset Management
  • Michael Dunn, , Dalton, Greiner, Hartman, Maher, LLC
  • Christopher Ferraro, , Galaxy Digital
  • Sam Gallo, , University System of Maryland Foundation
  • Dennis Gephardt, , Moody's Investors Service
  • Jennifer Gonzalez, , University of Massachusetts System
  • Christopher Good, , RBC Capital Markets
  • Allen Hah, , University of Texas System Administration
  • Allen Hah, , University of Texas System Administration
  • Harold Hewitt, , Chapman University
  • Diana Hoadley, , Goldman, Sachs & Co.
  • Heather Huff, , Dartmouth College
  • William Jarvis, managing director, market strategy and delivery executive, BofA Securities, Inc
  • Susan Johnston, President and Chief Executive Officer, NACUBO
  • Michael Kahn, , TIAA
  • Edward Kania, , Rollins College
  • John Keshner, , Northern Trust
  • Nikki Kraus, managing director, global head of client development, Strategic Investment Group
  • Ian Larkin, , Maranon Capital LP
  • Charmel Maynard, associate vice president and university treasurer, University of Miami
  • Steve McAllister, , Washington and Lee University
  • Jim McDonald, , Northern Trust
  • Timothy McDonough, , Association of Governing Boards of Universities and Colleges
  • Amy O'Brien, , Nuveen Investments
  • Kevin O'Leary, , TIAA
  • Mark Polatajko, vice president for business and finance, Kent State University
  • Donald Porter, , Dalton, Greiner, Hartman, Maher, LLC
  • Matt Randolph, , Russell Investments
  • Ken Redd, senior director, research & policy analysis, NACUBO
  • Cathleen Rittereiser, , Commonfund
  • Edward Saad, , PricewaterhouseCoopers L.L.P.
  • Edward Schneider, , University at Buffalo Foundation, Inc.
  • Kerri Schroeder, , Bank of America
  • Michael Silverman, , Crow Holdings Capital Investment Partners
  • Kenneth Souza, director of foundation investments, University of South Florida
  • David Stafford, , Harvard Management Company
  • Colette Taylor, , Russell Investments
  • Cristian Tiu, , State University of New York at Buffalo
  • Lindsay Van Voorhis, , Cambridge Associates
  • Bervan Yeh, , Goldman, Sachs & Co.

CPE Information


Participants will be awarded up to 15 credits for this group live event. CPE credits can be earned in the following categories: Finance, Management Services, Specialized Knowledge, and Taxes. The course level is intermediate to advanced.

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


The registration fee covers the attendance for one person and includes session admittance, breakfasts, lunches, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Corporate Registration Rates:  Registration fee for those attendees not associated with a higher education institution.

Advance registration for both members, non-members, and corporate partners end on 1/16/2019.

Member Corp Advance Ended January 16, 2019


Non-Member Corp Advance Ended January 16, 2019


Non-Member Non-Member Advance Ended January 16, 2019


Non-Member Non-Member Advance Ended January 16, 2019


Non-Member Non-Member Advance Ended January 16, 2019


Non-Member Non-Member Advance Ended January 16, 2019


Member Member Advance Ended January 16, 2019


Member Member Advance Ended January 16, 2019


Member Member Advance Ended January 16, 2019


Member Member Advance Ended January 16, 2019


Non-Member Non-Member Advance Ended January 16, 2019


Member Corp Member Regular Ended February 16, 2019


Member Member Regular Ended February 16, 2019


Non-Member Corp Non-Mbr Regular Ended February 16, 2019


Non-Member Non-Member Regular Ended February 16, 2019



Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $299.00

Double: $299.00

Phone Reservation: 212.398.1900

Rates guaranteed until: 1/16/2019 (subject to availability)

Surround yourself with the sights and sounds of the city at New York Marriott Marquis. One of the premier hotels in Times Square, the central location gives easy access to NYC entertainment options and several subway lines to access any part of NYC. Experience New York's most popular landmarks; Radio City Music Hall, Rockefeller Center, Central Park, Lincoln Center, Madison Square Garden, and some Fifth Avenue shopping.

Call for Proposals

For questions about submitting content, contact Jeanne Cure.

The call for proposals deadline was August 13, 2018. Content is no longer being accepted. 

The Endowment and Debt Management Forum brings together over 350 campus and industry higher education financial management experts and offers an opportunity to share solutions, initiate provocative discussions, and highlight effective strategies that drive high performing financial results for NACUBO members. The call for the 2020 meeting will open in June 2019. Below is a summary of the major differences between our two submission types:

Educational Abstracts

  • No fee if selected
  • Session time length may be flexible
  • May be offered as a concurrent session against other content
  • Up to two (2) speakers from member institutions per selected session will be given complimentary registration to the conference.
  • Will be presented Thursday, February 14 or the morning of Friday, February 15

Corporate showcase

  • $4250 fee if selected
  • Does not require a presenter from a college or university, though preference is given to showcases that include one, as our members like to hear from their peers
  • Are considered conference sponsors, and as such get additional promotion and visibility
  • Only one showcase per timeslot
  • Are all offered on Wednesday February 13, 2018, and are 50-minutes in length.
  • Receive three (3) one-day passes for speakers and guests to attend on Wednesday February 13, 2019.
  • May consider adding a luncheon or break sponsorship package (two available), Contact LaTosha McNeal for details.

We encourage you to highlight your best thinking and your areas of expertise. The following list is illustrative of the types of topics the program committee is interested in - relevant topics not appearing on the list will be considered.

  • Governance, and how to develop and maintain an effective Investment Committee 
  • Tools for analysis, reporting and forecasting 
  • Responding to changing and increasing compliance requirements
  • Preparing for cryptocurrencies and blockchain technology
  • Investing in a potentially rising interest rate environment
  • Selecting the appropriate debt instrument  in a potentially rising interest rate environment
  • Trends, opportunities and strategies for alternative investments
  • Opportunities and cautions of off-shore investments
  • Holistic approaches to managing debt and investment
  • Ensuring a continuum of talent when working with outsourced CIO
  • Debt refinance including trigger points for refinancing
  • Improving performance with data analytics

The program committee will evaluate all of the proposals received and determine which presentations will be invited to join the program. In selecting presentations for the Endowment and Debt Management Forum, the program committee will be evaluating sessions best suited to the needs of professionals at colleges and universities. Some key considerations as you prepare your proposal:

  • Include as much detail as possible about the presentation.
  • Include 3 learning objectives or audience takeaways
  • Gear the presentation towards an audience at the intermediate to advanced level of understanding, rather than basic overviews.

Guidelines for Submission

  • Proposals may be submitted at any time until Monday August 13, 2018 – 5:00 p.m. ET.
  • Submission of a proposal does not guarantee participation in the program.
  • Participation fee is $4250 for selected corporate showcase sessions. Payment is due within 60 days of being invoiced.
  • Each educational abstract proposal must have at least one presenter from a NACUBO member institution. Any abstract that does not include a presenter from a college or university will be considered incomplete and will not be accepted.
  • Do not list co-presenters without definite commitment that the co-presenter will be on the program. The co-presenter(s) must agree to all the terms and conditions for participation. Accepted proposals will not be assigned a specific speaking time until 2 months prior to the meeting.
  • Accepted presentations will be notified by October 15, 2018.
  • Speakers must complete an acceptance form in order to be confirmed for a session. All speakers will receive an official confirmation letter.
  • Companies selected for showcases will have the opportunity to expand their visibility by sponsoring a meal function on Wednesday February 13, 2019.
  • NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.
  • Selected presenters are responsible for all expenses incurred in conjunction with the NACUBO 2019 Endowment and Debt Management Forum including housing and travel, and any additional logistical expenses (audio/visual rental beyond the standard setup, phone or internet connections, decorations, etc.)




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