NACUBO: Endowment and Debt Management Forum 2018 | NACUBO | 7 February 2018 | Marriott Marquis, 1535 Broadway, New York, 10036, US

Pick up the latest information and strategies related to endowment performance and strategic debt management. Speakers will include well-known economists, global strategists, and chief investment officers sharing their thoughts on the current investment environment.

The program will touch on such important issues as:
• Current investment trends
• Regulatory and legislative actions
• Global trends and directions

Who Should Attend:
• Chief Financial Officers
• Endowment Chief Investment Officers
• Institutional Treasurers
• Investment and Finance Committee Board members
• Professional Endowment Fund Managers

What You'll Learn:
• Identify better ways to communicate with your boards and committees
• Discuss major, difficult financial issues and assess how they may impact your campus
• Compare insights into inflation and determine its possible impact on your endowment

2018 Speakers:

William R. Abt
Senior Vice President and Chief Investment Officer, Carthage College

Craig Barker
Senior Vice President and Chief Financial Officer & Chief Information Officer, University of Arizona Foundation

Jeremy Bass
Managing Director, PFM

Nolan Bean
Head of Institutional Investments, Fund Evaluation Group, LLC

Edie F. Behr
Vice President-Senior Credit Officer, Moody's Investors Service

David Carson
Vice President of Business Services, Flagler College

Beverly Daniel Tatum

Eileen DiBenedetto
Vice President for Finance, Barnard College

Jeffrey G. Eisenbarth
Vice President for Business & Finance and Treasurer, Rollins College

Linda Fan
Managing Partner, The Yuba Group, LLC

Matt Finke
Institutional Sales Manager, Fund Evaluation Group, LLC

Libby George
Director of Investments, North Carolina State University

J. Michael Gower
Executive Vice President for Finance & Administration, Rutgers, The State University of New Jersey New Brunswick Campus

John Griffith
Vice President, Hirtle, Callaghan & Co.

John S. Griswold
Founder and Senior Advisor, Commonfund Institute, Commonfund

Mark P. Haas
Vice President for Finance and Treasurer, Michigan State University

Thomas B. Heck
Chief Investment Officer, Ball State University Foundation

Thomas W Herbert
Senior Vice President for Advancement & President of the MU Foundation Board, Miami University

Michael Hillman
Investments and Client Relations, Aptitude Investment Management

Bob Huth
Executive Vice President of Business and Chief Financial Officer, Stetson University

Edward L. Jennings
Tax Director, University of Michigan

Ann Kaplan
Director, VSE Survey and Data Miner, Council for Aid to Education

Nikki Wellmann Kraus
Managing Director, Global Head of Client Development, Strategic Investment Group

Tamara Larsen
Director, Perella Weinberg Partners

Nancy Lazar
Partner, Cornerstone Management

Biagio Manieri
Managing Director, PFM

Michelle D. Matis
Chief Financial Officer, Valencia College

Jessica Matsumori
Senior Director, S&P Global

Jon Moellenberg
Managing Director

Michael Nicolescu
Senior Analyst, PFM

Mary Peloquin-Dodd
Associate Vice Chancellor for Finance and University Treasurer, North Carolina State University

Christopher Philips
Department Head, Vanguard Institutional Investor Services, Vanguard

Ken Redd
Director, Research & Policy Analysis, NACUBO

Cathleen M. Rittereiser
Co-Author, Foundation & Endowment Investing and Founder and Chief Executive Officer, Uncorrelated, LLC

Lindy Sherwood
President, TIAA Kaspick

Carl B. Vance
Chief Investment Officer, Lewis and Clark College

Susan H. Wallace
Vice President for Finance & Administration, Saint Mary's College of California

Lindsay K Wayt
Assistant Director of Research and Policy Analysis, NACUBO

Craig Woody
Vice Chancellor, Business & Financial Affairs, University of Denver

2018 Sponsors:

• Evestment
• Graystone Consulting
• John W. Bristol & Co., Inc.
• Northern Trust
• U.S. Trust
• TIAA