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NACUBO Live! Results from the 2018 NACUBO-TIAA Study of Endowments

On-Demand | Originally Broadcast on February 14, 2019

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Endowment and Debt Management Forum 2019
This session, Results from the 2018 NACUBO-TIAA Study of Endowments, will provide an overview of the results of the annual survey. Panelists will look back at the challenges endowment managers faced in fiscal 2018 and review the strategies that institutions used to confront volatile market conditions during the year. Speakers will provide a preview of the challenges that investment pros and chief business officers will face in fiscal 2019 and beyond.

The 2018 NACUBO-TIAA Study of Endowments is sponsored by:

Endowment Management Webcast

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:

  • Compare your institution’s FY18 investment returns against national averages by endowment size and institution type.
  • Recognize differences in returns by asset class.
  • Appraise the challenges and opportunities in the investment climate of 2019.
  • Report on the various governance challenges that you may need to meet to reach your institution’s endowment goals.
  • Express knowledge of the emerging investment strategies for FY19 and beyond.

Who Should Attend

  • Chief Business Officers
  • Chief Investment Officers
  • Accountants
  • Controllers
  • Budget Directors
  • Vice Presidents of Finance

Meet The Presenters

  • Charmel Maynard, , University of Miami
  • Kevin O'Leary, , TIAA
  • Ken Redd, senior director, research & policy analysis, NACUBO
  • Kenneth Souza, , University of South Florida

CPE Information

There are no CPEs offered for this event.

CPE Credits are not available for On-Demand recordings 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


Registration assistance: 800.462.4916 or

Cancellation Policies

Member Standard Ends June 6, 2066


Non-Member Standard Ends June 6, 2066



Day 1

Show Full Day


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June 1, 2020 | 1-2pm ET

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June 10, 2020 | 1-2pm ET

Unit-Level ROI: Increase the Impact of Strategic Resource Allocation

June 11, 2020 | 1:00-2:15pm ET