The Endowment Leadership Forum will bring together higher education leaders, including chief finance and administration officers and investment management experts, to share solutions and hone skills in a new express version of our renowned Endowment and Debt Management Forum. Attendees will also have the chance to meet with representatives from companies that provide investment services. This event will be in-person only, April 26–27, at the Westin Seattle.
Endowment ManagementWorkshop
CPE Information
Estimated 5 CPE Credits
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.
Rates
The registration fee covers the attendance for one person and includes session admittance, food and beverage functions as specified by the program schedule, and access to program materials.
*Attendees of our endowment forum may attend the last day of the 2022 Higher Education Accounting Forum for free. The additional sessions are in the same hotel on the morning of April 26.
NACUBO staff will review the endowment resources available for members, answer questions about the NACUBO-TIAA Study of Endowments, and engage with the audience to answer questions and discuss emerging topics of interest.
*This session is only open to attendees from institutions of higher education.
Sustainability investing is bigger than any individual, institution, or government. Enduring success calls for long-term commitment and activating all our intellectual capital. For example, black female excellence, while abundant, is woefully overlooked and underutilized. Our panel will focus on the activation of black female excellence as a proxy for the exponential power of nurturing, activating, and deploying differentiated thinking to solve the problems of tomorrow and to drive economic growth.
1:15 PM
Private Investments: Considerations for Legacy Allocations When Changing Advisors
This session will offer important oversight considerations for private investments that should be evaluated when changing consultants or OCIOs. Understand legacy allocations to private investments and oversight responsibility over those assets and how that allocation affects the broader endowment.
While asset owners naturally source liquidity from liquid asset classes, a variety of solutions can allow institutional investors to generate liquidity from less liquid investments like hedge funds or private equity funds. These solutions can range from traditional credit facilities to more specific derivatives solutions such as swaps on hedge funds. In this session, explore diversifying the liquidity pool, and understand the challenges faced when making substantive allocations to less liquid assets.
Diverse investment teams and viewpoints can enhance investment decision-making and positively impact investment results. Colleges and universities are at the forefront of advocacy for more inclusive, equitable and diverse environments. Their endowment investments can become powerful instruments for furthering diversity within the investment industry.
3:45 PM
Doing It Right: Identifying and Managing Conflicts of Interest in Endowment Investing
Many colleges and universities cultivate information networks among their communities, some of which may generate proposals for investment in vehicles connected with graduates or trustees. These relationships can raise questions relating to conflicts of interest. What are the best practices related to investment decisions that may involve board members or graduates?
While the majority of U.S. endowments and foundations indicate that they take ESG factors into consideration when making investment decisions, ESG integration into the investment process is a journey with many decisions to make along the way. Join us to explore the responsible investing landscape, different methods for implementation, examples of impact measurement and reporting, pertinent new regulatory changes, and the steps your peers are taking on their own ESG journeys.
8:45 AM
Strategic Asset Allocation and Spending – Too Much, Too Little, or Just Right?
Endowment asset allocation and spending policy are critical decisions that involve a series of tradeoffs and assumptions. Given 2021’s strong capital market returns and operating challenges, what changes have institutions implemented for endowment growth and organizational needs? Hear insights into how capital market expectations will impact strategic asset allocation and spending considerations going forward, and how each institution’s operating, financial, and liquidity profile is essential.
10:00 AM
Global Market Outlook: Strategic Themes and Tactical Considerations for 2022
Risks continue to build in the form of rising inflation concerns, slowing growth, and economic and market uncertainty related to the evolving pandemic. This session will provide an overview of the shifting market forces at work and help shed light on which risks may pose the greatest threat to endowments.
Rates guaranteed until:3/27/2022 (subject to availability)
One of downtown Seattle's most dynamic destinations, The Westin Seattle offers stunning views of the Seattle skyline. Seattle's famed Pike Place Market, the Space Needle, Washington State Convention Center and Lumen Field are nearby, offering ample opportunities for adventure and exploration.
The COVID-19 situation in the United States is fluid, and we continue to monitor developments that may impact attendees for our 2022 Endowment Leadership Forum. As such, we will continue to update the safety precautions outlined below as appropriate to minimize risks to conference attendees and staff. In order to stay current, check this page periodically leading up to the forum.
NACUBO is requiring all registrants to be fully vaccinated* prior to participating in the in-person forum. We are working with a third-party organization regarding the process and logistics for vaccination documentation. More information will be made available shortly.
This requirement is consistent with a growing trend for conferences and other events/activities.
*Fully vaccinated status is defined as having received all the required doses of an FDA-authorized COVID-19 vaccine (2 doses of Moderna or Pfizer-BioNTech vaccines, or one dose of the Johnson & Johnson vaccine) at least 2 weeks before the start date of the forum (April 13, 2022).
We do recommend that attendees wear masks while traveling to and from the event and follow COVID-safe practices in the weeks leading up to the event. Masks will be available on-site if you need one, and if it's your preference to wear one.
Upcoming
NACUBO 2022 Annual Meeting
July 16–19, 2022 | Gaylord Rockies Resort & Convention Center | Denver
