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Handle With Care: Endowment and Governing Fundamentals for Effective Investment Committees

On-Demand | Originally Broadcast March 9, 2021 | This Recording is Part of the Endowment Master Class Series

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Economic Sustainability Leadership
2020 has tested all aspects of endowment management: College leaders and board members faced a volatile market, students and faculty clamored for larger endowment payouts, and some are dealing with underwater investments. During this session, endowment investment and governance experts will review guiding principles of endowments, strengthen your understanding of investment committee membership expectations, help you understand the roles of staff and consultants, and discuss strategies for effective communication with other board members, administrators, and other stakeholders.
Do not miss your opportunity to hear from expert panelists who are leaders in this field. Nikki Kraus co-authored AGB’s book Endowment Management for Higher Education, a widely recognized and comprehensive publication on this topic. Juan Martinez is a key voice at the Knight Foundation, whose work on diversity in asset management —in research and in action—has been featured in the news. NACUBO’s President and CEO Susan Whealler Johnston rounds out the panel with a holistic look at the role college and university business office leaders play in supporting investment committees. 
This webcast is part of the NACUBO Endowment Master Class Series. Visit the series page to see other sessions available for a la carte registration or to purchase access to the whole series.

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—

  • Define expectations and alleviate frustrations with staff and consultants
  • Develop strategies for communicating investment committee outcomes to others
  • Understand guiding principles, basic structures, and legal requirements of endowments

Who Should Attend

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

Meet The Presenters

  • Liz Clark, vice president, policy and research, NACUBO
  • Susan Johnston, President and Chief Executive Officer, NACUBO
  • Nikki Kraus, managing director, global head of client development, Strategic Investment Group
  • Juan Martinez, vice president, chief financial officer and treasurer, John S. and James L. Knight Foundation

CPE Information

There are no CPEs offered for this event.

CPE credit is not available for On-Demand programs at this time.

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

NACUBO thanks the following supporters of this event:

Premier Supporters

Classic Supporters


Registration assistance: 877.797.7698 or

Cancellation Policies

Member Standard Ends May 19, 2021


Non-Member Standard Ends May 19, 2021



NACUBO Endowment Master Class Series

February 9–May 18, 2021 | 1:00 - 2:00pm ET | See Schedule for Full Session Details

Endowment Spending: Should You Change Your Policy Now?

April 20, 2021 | 1:00pm–2:00pm ET | Part of the Endowment Master Class Series

Getting to Green: The Business Office Role in Achieving STARS Success

April 23, 2021 | 1–2 pm ET