Date: August 26th, 2020
Geared toward college and university stakeholders including students, faculty, alumni, staff, and board members, this webinar will clarify the role endowments play in higher education and how their investment strategies and processes evolve from that role.
The webinar will describe the landscape of higher education endowments and how the size of an endowment impacts investment decisions and the decision-makers involved. Panelists will also cover how endowment distributions are used, the importance of balancing return expectations and volatility as they relate to both the long term investment horizon for the endowment and annual spending requirements, sources of donations and restrictions placed on the use of donations by donors, and asset allocation and its drivers. Finally, presenters will discuss how sustainable investing (ESG, impact investing, divestment strategies, etc.) fits into this context and how to move the conversation about sustainable investing forward with endowment professionals on your campus.
The webinar will be followed by a virtual roundtable discussion (Date TBA) in the fall to allow time to probe more deeply into your specific questions.
Presenters:
Jeff Mindlin, Vice President of Investments, Arizona State University Enterprise Partners
Liz Clark, Vice President for Policy and Research, National Association of College and University Business Officers (NACUBO)
Ken Redd, Senior Director for Research and Policy Analysis, National Association of College and University Business Officers (NACUBO)
Randall Strickland, Director and Investment Advisor, Cornerstone Capital Group
Moderator: Alice DonnaSelva, Managing Director, Intentional Endowments Network