Web Conference - "Achieving Endowment Success With Your Investment Committee"

Web Presentation 1:30 p.m., ET (runs approximately 100 minutes)

October 2005 |

Your investment committee plays a key role in the successful management of your institution's endowment. In this presentation, moderated by Mimi Lord of the TIAA-CREF Institute, Jane Mendillo of Wellesley College and Jay Namyet of the University of Oregon Foundation shared their insights on developing highly effective relationships between the investment committee and the investment staff. They discussed the most important roles and responsibilities of the investment committee, as well as the types of activities they should not be involved in.

The first full-time investment professionals at their respective institutions, Ms. Mendillo and Mr. Namyet described how they began to implement changes in their endowment policies, including asset allocations, manager changes, and operating procedures. Mimi Lord explored best practices with Chief Investment Officers at two of the top performing endowments for 10-year compounded rates of return.

The TIAA-CREF Institute, the American Council on Education, and NACUBO extended an invitation to hear our panel of experts discuss how to go about achieving endowment success with your investment committee.

Learning Objectives:

• Policies and procedures important in successfully managing the endowment
• Roles and responsibilities of the investment committee versus those of the investment office
• Characteristics of the optimal investment committee
• Managing communications between the investment office and the investment committee
• How to use the NACUBO Endowment Study Tool (NEST) to convey appropriate information to the investment committee
• Educating the investment committee
• Common mistakes to avoid