Skip to content Menu

Portfolio Construction

On-Demand | Originally Broadcast on April 5, 2022 | Part of the Endowment Leadership Series

Register Now

Overview

More than a year into the COVID crisis, college and university investment officers continue to navigate challenges. 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.
 
Learning Objectives:
  • Evaluate and discuss asset allocation strategies while incorporating lessons learned from the COVID-19 pandemic.
  • Describe ways to harness technology in portfolio management to improve decision making.
This webcast is part of the Endowment Leadership 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 State Street Global Advisors. 

Endowment Management Webcast Workshop

Meet The Presenters

  • Ken Souza, senior director of investments, University of South Florida
  • Thomas Kennelly, head of investment strategy and OCIO practice, State Street Global Advisors
  • Ken Redd, senior director, research and policy analysis, 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 www.nasbaregistry.org.

Rates

Registration Assistance: 877.797.7698 or support@nacubo.org

Cancellation Policies

Member Standard

$129

Non-Member Standard

$129

NACUBO thanks the following supporters of this event:

Primary Contributor

Premier

Classic

Upcoming

2022 Endowment Leadership Forum

April 26–27, 2022 | Westin Seattle | Seattle

Endowment Leadership Series

On-Demand | February 8–May 17, 2022