A Seminar on Challenges of Endowment Management

TIAA-CREF Headquarters
New York, NY
June 2003

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The TIAA-CREF Institute, in cooperation with NACUBO, presented this conference which was tailored to colleges and universities with endowments of less than $200 million. Attendees included chief financial officers, senior investment officers, treasurers, and university foundation officers. This seminar included discussion on:

• The "spending crisis" resulting from negative investment returns and bloated budgets
• Highlights from the 2002 NACUBO Endowment Study with further analysis of data from institutions with smaller endowments
• How to manage endowments with little or no investment staff
• Suggestions for enhancing institutions’ planned giving programs
• Insights for portfolio structure and the outlook for financial markets

For more information about the conference presentations, click to review the seminar agenda.