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2018 Endowment and Debt Management Forum

Pick up the latest information and strategies related to endowment performance and strategic debt management.

Overview

2018 Endowment and Debt Management Forum
February 7-9, 2018 | New York Marriott Marquis | NY

Pick up the latest information and strategies related to endowment performance and strategic debt management. Speakers will include well-known economists, global strategists, and chief investment officers sharing their thoughts on the current investment environment.

The program will touch on such important issues as:

  • current investment trends
  • regulatory and legislative actions
  • global trends and directions

Interested in Sponsoring or Exhibiting?

Email LaTosha McNeal at lmcneal@nacubo.org or call 202.861.2582 for sponsorship information. Email Neil Gavigan at ngavigan@nacubo.org or call 202.861.2551 for exhibiting information. 

Finance Analytics Workshop

Who should attend

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

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. The following course information is provided to help you determine the best learning experience to meet your needs

  • Compare insights into inflation and determine its possible impact on your endowment
  • Discuss major difficult financial issues and assess how they may impact your campus
  • Identify better ways to communicate with your boards and committees

No prerequisites and/or advance preparation required.

Meet The Speakers

William Abt

Carthage College

Craig Barker

University of Arizona Foundation

Jeremy Bass

PFM

Nolan Bean

Fund Evaluation Group, LLC

Edie Behr

Moody's Investors Service

David Carson

Flagler College

Beverly Daniel Tatum

Spelman College

Eileen DiBenedetto

Barnard College

Jeffrey Eisenbarth

Linda Fan

The Yuba Group, LLC

Matt Finke

Fund Evaluation Group, LLC

Libby George

North Carolina State University

J. Michael Gower

Rutgers, The State University of New Jersey New Brunswick Campus

John Griffith

Hirtle, Callaghan & Co.

John Griswold

Commonfund

Mark Haas

Michigan State University

Thomas Heck

Ball State University Foundation

Thomas Herbert

Miami University

Michael Hillman

Aptitude Investment Management

Bob Huth

Stetson University

Edward Jennings

University of Michigan

Ann Kaplan

Council for Aid to Education

Nikki Kraus

Strategic Investment Group

Tamara Larsen

Perella Weinberg Partners

Nancy Lazar

Cornerstone Management

Biagio Manieri

PFM

Michelle Matis

Valencia College

Jessica Matsumori

S&P Global

Jon Moellenberg

Michael Nicolescu

PFM

Mary Peloquin-Dodd

North Carolina State University

Christopher Philips

Vanguard

Ken Redd

NACUBO

Cathleen Rittereiser

Lindy Sherwood

TIAA Kaspick

Carl Vance

Lewis and Clark College

Susan Wallace

Saint Mary's College of California

Lindsay Wayt

NACUBO

Craig Woody

University of Denver

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Presenters
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Presenters

CPE Information

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.

RECEIVE 15 CPE CREDITS

CPE Details

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.

GO TO NASBA

Registration

For further information regarding administrative policies such as refunds, cancellations, and complaints: 1.800.462.4916”, images of credit cards, and also include links to registration policy and cancellation policy

Non-Member Early

$1,350.00

Non-Member Advance Registration

Expired on Jan 11

Member Regular

$945.00

Member Regular Registration

Expired on Feb 10

Non-Member Regular

$1,600.00

Non-Member Regular Registration

Expired on Feb 10

Schedule

Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $249.00 Book Room Here

Double: $249.00 Book Room Here

Phone Reservation: 212.398.1900

Rates guaranteed until (subject to availability): 7/31/2018

Surround yourself with the sights and sounds of the city at New York Marriott Marquis. One of the premier hotels in Times Square, the central location gives easy access to NYC entertainment options and several subway lines to access any part of NYC. Experience New York’s most popular landmarks; Radio City Music Hall, Rockefeller Center, Central Park, Lincoln Center, Madison Square Garden, and some Fifth Avenue shopping.
 
To make hotel reservations online click here
 

Upcoming