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To Rebalance or Not to Rebalance: Post-COVID-19 Portfolio Considerations

April 6, 2021 | 1:00pm–2:00pm ET | Part of the Endowment Master Class Series

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Economic Sustainability Leadership
A year into the COVID crisis, panelists examine discoveries and strategies used by college and university investment officers. Is now the time to consider a portfolio rebalance? If not, what asset allocation discussions should we be having? This session will provide a deep dive into asset allocation considerations to ensure intergenerational equity. Specifically, the speakers will discuss key factors in developing a resilient portfolio that includes risk tolerance and rebalancing approaches.
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.
This webcast is supported by TIAA.  

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—

  • Applylessons learned from the COVID-19 pandemic
  • Describe ways to harness technology in portfolio management to improve decision making
  • Evaluate and discuss asset allocation strategies

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

  • Kristin Agatone, chief investment officer, Lehigh University
  • James Colon, portfolio manager, Nuveen Investments
  • Steffon Gray, assistant director, research and policy analysis, NACUBO

CPE Information

Estimated 1 CPE Credit

Note: each individual must register to earn CPE credit.

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



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