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NACUBO Live! Results from the 2018 NACUBO-TIAA Study of Endowments

Compare your institution's investment returns against national averages by endowment size and institution type.

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Endowment and Debt Management Forum 2019
Join us on Thursday, February 14th at 9:25am ET for a live broadcast from the 2019 Endowment and Debt Management Forum. The session, Results from the 2018 NACUBO-TIAA Study of Endowments, will provide an overview of the results of the annual survey. Panelists will look back at the challenges endowment managers faced in fiscal 2018 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 2019 and beyond.

Please note: This session is complimentary to the participants and sponsors of the 2018 study. For more details, contact the NACUBO research team at

The 2018 NACUBO-TIAA Study of Endowments is sponsored by:

Primary Contributor: TIAA

Premier Access Sponsors: Bank of America Merrill Lynch, Commonfund, U.S. Trust

Top Access Sponsors: Goldman Sachs, Graystone Consulting, John W. Bristol & Company, Inc., Prime Buchholz LLC,

Sponsors: AON Service Corporation, Callan LLC, Mason Advisory Services, Inc. 

Endowment Management Webcast

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

  • Compare your institution’s FY18 investment returns against national averages by endowment size and institution type.
  • Recognize differences in returns by asset class.
  • Appraise the challenges and opportunities in the investment climate of 2019.
  • 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 FY19 and beyond.

Who Should Attend

  • Chief Business Officers
  • Chief Investment Officers
  • Accountants
  • Controllers
  • Budget Directors
  • Vice Presidents of Finance

Meet The Speakers

  • Charmel Maynard, , University of Miami
  • Kevin O'Leary, , TIAA
  • Ken Redd, , NACUBO
  • Kenneth Souza, , University of South Florida

CPE Information


Field of Study: Finance (note: each person must register individually to earn CPEs)

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 assistance: 800.462.4916 or

Cancellation Policies

Member Standard Ends June 6, 2066


Non-Member Standard Ends June 6, 2066



Day 1

Show Full Day


Mapping the New Enrollment Frontier

November 13, 2019 | 1-2pm

Why Blockchain Could be a Game Changer in Improving Higher Ed Financial Management

November 20, 2019 | 1-2pm

Using Data on Markets and Money to Make Collaborative Academic Program Decisions and Long-Term Program Plans

December 4, 2019 | 1:00-2:15pm ET