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Are Hedge Funds and Private Equity Right for You? An Analysis of Alternative Investments

The pros and cons of private equity and hedge funds as part of endowment portfolios.

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Overview

FASB ASU
Private equity and hedge funds are widely used as investment strategies by college and university endowment managers, but what role should they serve for your institution? Should current allocations be enhanced or reduced? This webcast will feature an expert panel of speakers from Bloomsburg University Foundation, Graham Capital Company, and Mason Investment Advisory Services, Inc., who will discuss and debate the case for and against private equity and hedge funds as part of endowment portfolios.
 
This promises to be a lively discussion as the panel includes professionals who have each thoroughly evaluated the investment landscape and yet reached very different conclusions regarding the role private equity and hedge funds should serve in endowment portfolios. Participants will gain a better understanding of the potential benefits and the risks of utilizing these investment strategies. In addition, participants will be exposed to the idea that a successful endowment portfolio strategy can be implemented with or without hedge funds and private equity.

Whether your institution currently uses private equity and hedge funds, or is considering adding these investment strategies, this webcast will enhance your perspective and equip you to make a more informed decision.

Meet the Presenters 

  • Jerome Dvorak, executive director Bloomsburg University Foundation
  • Paul Rudy, president, Graham Capital Company
  • Scott George, chief investment officer, Mason Investment Advisory Services, Inc.
  • Tom Pudner, director of research, Mason Investment Advisory Services, Inc.

Webcast Finance

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:

  • Recognize current trends in investment performance of alternatives and the corresponding growth of these investment vehicles.
  • Evaluate the pros and cons of alternative investments.
  • Demonstrate an understanding of the potential costs and benefits of using hedge funds and private equity investment strategies in college and university endowment portfolios.
  • Develop tools and techniques to foster more balanced investment/finance committee discussions of alternative investments.

Who Should Attend

  • Directors
  • Chief Financial Officers

  • Chief Investment Officers

  • Investment/Finance Committee Members

  • Foundation Executive Directors

CPE Information

There are no CPEs offered for this event.

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.

Registration Rates

Registration assistance: 800.462.4916 or support@nacubo.org

Cancellation Policies

Member Standard Ends January 1, 2222

$99.00

Non-Member Standard Ends January 1, 2222

$129.00

Upcoming