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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

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

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

Who should attend

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

Prerequisites

No prerequisites and/or advance preparation required.

Meet The Presenters

  • 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 Group
  • Mary Peloquin-Dodd, , North Carolina State University
  • Christopher Philips, , Vanguard
  • Ken Redd, , NACUBO
  • Cathleen Rittereiser, , Commonfund
  • Lindy Sherwood, , TIAA Kaspick
  • Carl Vance, , Lewis and Clark College
  • Susan Wallace, , Saint Mary's College of California
  • Lindsay Wayt, director, analytics, NACUBO
  • Craig Woody, , University of Denver

CPE Information

RECEIVE 15 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.

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

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 Ended January 11, 2018

$1,350.00

Member Regular Ended February 10, 2018

$945.00

Non-Member Regular Ended February 10, 2018

$1,600.00

Schedule

Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $249.00

Double: $249.00

Phone Reservation: 212.398.1900

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

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