Essex House
New York, NY
Designed by accomplished veterans in the endowment field, this preeminent workshop provided state-of-the-art information on contemporary investment management issues, including successful investing and the implications across the balance sheet. Topics included latest trends and diverse viewpoints, risk management, borrowing from endowments. managing your manager, spotlights on best practices, and the connections between endowment and debt management. Results of the latest NACUBO Endowment Study were analyzed.
The format of this workshop will offer time for discussion, question and answer sessions, and networking with colleagues from similar institutions. Attendees will include:
- Chief financial officers
- Senior investment officers
- Treasurers
- Professional endowment fund managers
- Trustees
- University foundation officers
A collection of articles that present highlights from this forum can be found in a special report on Endowment Management, which was published in the Spring 2003 issue of Quarterly.
