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The Role of Diversity in Asset Management and Industry Pipeline Building

On-Demand | Originally Broadcast May 18, 2021 | This Recording is Part of the Endowment Master Class Series

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Economic Sustainability Leadership
Data has shown that a lack of diversity among college and university asset managers is an ongoing and persistent issue that institutions must address. Similarly, a lack of diversity in the higher education pipeline of future asset managers ensures that this problem will be perpetually present. 
This session will provide an overview of the most recent data on asset management diversity and will offer a look at why this practice is important for institutions of all sizes. We’ll review successful policies that some schools have put in place to prioritize diversity in their own asset management and examine how other schools are taking steps to ensure greater diversity in future asset managers by cultivating an inclusive student pipeline to the financial management industry. 
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—

  • Compare your institution’s efforts to seek out diverse asset management with those of other colleges and universities across the country
  • Discuss how colleges and universities can actively help build a pipeline of greater diversity in the asset management field
  • Recognize industry misconceptions or oversights that may be perpetuating a lack of diversity among your institution’s asset management team
  • Understand best practices and policies your institution can put in place to emphasize the importance of diversity

Who Should Attend

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

Meet The Presenters

  • Anders Hall, vice chancellor for investments and chief investment officer, Vanderbilt University
  • Meredith Jones, global head of ESG, Aon
  • Megan Schneider, senior director, government affairs, NACUBO

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:

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