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.
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
Kristin Agatone, chief investment officer, Lehigh University
James Colon, portfolio manager, Nuveen Investments
Steffon Gray, assistant director, research and policy analysis, NACUBO
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 www.nasbaregistry.org.
NACUBO thanks the following supporters of this event: