Conference Buzz

NACUBO Conference- 2016

    NACUBO 2016 Endowment and Debt Management Forum-Feb 2016

  • Feb 04, 2016 -- by Amrita Sareen-Tak

    NACUBO: Asia Still Compelling Within Private Markets

    Despite the recent hammering the public markets have endured in Asia, private market strategies within the region present opportunities to investors.

  • Feb 05, 2016 -- by Mary Cass

    NACUBO: Is The Hedge Fund Party Over?

    Although the hedge fund sector has experienced a rough year performance-wise, there are still opportunities to be had for endowments active in the sector, according to a panel discussion during NACUBO’s 2016 Endowment and Debt Management Forum held Feb. 3-5 at the Waldorf Astoria in New York City.

  • Feb 08, 2016 -- by Amrita Sareen-Tak

    NACUBO: Sluggish Economic Data, Skittish Markets And The Fed

    Investors should be wary of certain economic indicators over the medium-term, according to Alan Blinder.

Ceres Investor Summit-2016

    2016 Ceres Summit on Climate Risk

  • Jan 29, 2016 -- by Mary Cass

    Ceres Investor Summit: Soundbites

    Institutional investors and policymakers gathered at the United Nations building in New York for the Ceres Investor Summit on Climate Risk on Jan. 27.

  • Jan 29, 2016 -- by Mary Cass

    Ceres Investor Summit: Moynihan Leans In To New Energy Financing

    Capital markets will play a crucial role in the transition to a low-carbon economy, according to Bank of America Chair and CEO Brian Moynihan.

  • Jan 29, 2016 -- by Mary Cass

    Ceres Investor Summit: Plan Sponsors Talk Clean Energy

    A group of representatives from funds including the California State Teachers' Retirement System and the New York State Common Retirement Fund discussed ways to ramp up their allocations to low-carbon strategies during the final panel of the Ceres Investor Summit, held Jan. 27 at the United Nations building in New York City.

PEI Annual CFO and COO Forum-2016

    Private Equity International 13th Annual Furom-Jan. 2016

  • Jan 28, 2016 -- by Amrita Sareen-Tak

    ILPA CEO Touts Transparency Template

    Fee transparency and standardization within the private equity industry triggered intense discussions at Private Equity International’sCFOs and COOs Forum 2016.

  • Feb 02, 2016 -- by Amrita Sareen-Tak

    EY: Reporting Demands, Data Needs Weigh On Investors

    Reporting demands and data requirements are among investors' biggest concerns according to Ernst & Young’s 2016 Global Private Equity Fund and Investor Survey.

PAICR 2015 Annual Conference

    Professional Assoc for Investment Communications Resources conference-Nov 2015

  • Nov 17, 2015 -- by Mary Cass

    PAICR Conference: Investors Get Social

    Communications professionals from several top asset management firms discussed their social media strategy at the PAICR annual conference in New York City on Nov. 16.

  • Nov 18, 2015 -- by Mary Cass

    PAICR Conference: Building Trust As An Asset Manager

    The relationship between institutional investors and asset managers has fundamentally changed, according to Amanda Tepper, ceo of the Chestnut Advisory Group, who spoke at the PAICR annual conference in New York City on Nov. 17.

PEI Media Infrastructure Investor Summit-2015

Council on Foundations 2015 Summit

    2015 Endowments and Financial Services Summit

  • Nov 08, 2015 -- by Amrita Sareen-Tak

    MacArthur Foundation On Impact Investing

    The John D. & Catherine T. MacArthur Foundation have focused on impact investing for the last 15 years, according to Debora Schwartz, managing director of the $6 billion foundation.

  • Nov 09, 2015 -- by Amrita Sareen-Tak

    Knight Foundation: Trends And Themes Impacting Portfolio

    A confluence of themes has The $2.4 billion Knight Foundation considering aligning its investment decisions more closely with the mission, values and needs of the organization.

  • Nov 09, 2015 -- by Amrita Sareen-Tak

    SVCF's Diversifies Its Investment Managers

    The $6.5 billion Silicon Valley Community Foundation (SVCF) discussed its informal women- or minority-owned (WMO) manager program at the at the 2015 Endowments and Financial Services Summit, hosted by the Council on Foundations, in New York City on Nov. 5.

Global AgInvesting 2015 Conference

Pension Bridge Conference Coverage-2015

2015 NACUBO Forum

    2015 Endowment and Debt Management forum- Feb 2015

  • Feb 11, 2015 -- by Laura Matthews

    NACUBO: Brandeis U. Eyes More PE, Real Assets

    The $875 million Brandeis University is looking to increase its exposure to some alternative and emerging market investments, according to CIO Nicholas Warren, a move that could open tens of millions in new mandates.

  • Feb 11, 2015 -- by Laura Matthews

    NACUBO: CIOs See Value In Hedge Funds

    The hedge fund industry might have lost the largest pension fund in the United States, but other institutional investors are not ready to pull back from the asset class any time soon.

  • Feb 11, 2015 -- by Laura Matthews

    NACUBO: Following The Yale Model Is A Mistake

    Endowments with Yale envy may want to tame the green-eyed monster.

  • Feb 11, 2015 -- by Laura Matthews

    NACUBO: Active Management Could Face More Pressure

    Active management, which has been bruised by recent performance and fees, could face more pressure, according to consultants.

2013 University of Virginia Investment Conference

    Endowments all over are in pursuit of out-of-favor, unloved assets they can get into early before prices get bid up. Senior Reporter Dawn Lim had a front-row seat at the 2013 University of Virginia Investment Conference to see how some are challenging long-held investment practices to beat the crowd.

  • Nov 18, 2013 -- by Dawn Lim

    George Washington U’s Lindsey Shows No Love For Long/Short Hedge Funds

    George Washington University’s $1.3 billion endowment has no love for or exposure to long/short hedge funds, CIO Don Lindsey said at a forum on Thursday.

  • Nov 18, 2013 -- by Dawn Lim

    Strategas Strategist Bemoans “Louis C.K.” Equity Market

    The recent U.S. stock market rally is at odds with the performance of the underlying economy and has left few investors confident that equities’ winning streak will continue, said Jason Trennert, chief investment strategist at Strategas Research Partners.

  • Nov 20, 2013 -- by Dawn Lim

    GW’s Lindsey Hacks Away At Asset Allocation Mores

    Don Lindsey, George Washington University’s cio, is hanging out at the back of a truck. The photo of an adventurer is an apt self-image for a cio who emphasizes that “we look for every opportunity in world where there is a dearth of capital.”

Marcus Evans Foundations & Endowments Investment Summit

    Endowment and foundation luminaries at the 2013 Marcus Evans Foundations & Endowments Investment Summit had much to discuss, including whether searching for yield was as important as keeping their heads above water in an uncertain economic climate. Reporter Dawn Lim was, once again, on the front lines to see how portfolios continue to evolve in the E&F world.

  • Jul 23, 2013 -- by Dawn Lim

    Kellogg Foundation Eyes Emerging, Frontier Market Investments

    The W. K. Kellogg Foundation is in the market for emerging market private equity.

  • Jul 26, 2013 -- by Dawn Lim

    Investors De-emphasize Yield, Refocus On Navigating Complexity

    Slowing growth in China, the Eurozone debt crisis and uncertainty over the Federal Reserve’s interest rate policy are just a few of the headaches investors deal with today.

Delivering Alpha 2013 Conference

    The 2013 Delivering Alpha Conference brought the hedge fund world’s movers and shakers to the Big Apple for a day of strategizing, socializing and even a bit of tough talk from the likes of Treasury Secretary Jacob Lew and Southern District of New York Attorney Preet Bharara. Reporter Dawn Lim was on hand to see what foundations and endowments such as Harvard Management Company had to say to the industry’s elite.

  • Jul 17, 2013 -- by Dawn Lim

    Harvard Bets On China’s Rising Middle Class

    Harvard University’s investment chief Jane Mendillo sounded an optimistic note on China at the Delivering Alpha conference on July 17, expressing a conviction that the rise of the Chinese middle class presented opportunities for the university’s roughly $30.7 billion endowment.

  • Jul 19, 2013 -- by Dawn Lim

    Saudi Endowment Eyes Private Equity, Real Assets

    KAUST Investment Management Company, the investment wing of the King Abdullah University of Science and Technology, is quietly looking for private equity and real assets investments.

  • Jul 22, 2013 -- by Dawn Lim

    Delivering Alpha: Oh, The Bluster

    Delivering Alpha – the flashy “who’s who” of the hedge fund world – started with a foreboding tone.

  • Jul 22, 2013 -- by Dawn Lim

    SWIB Preps for Derisking

    The State of Wisconsin Investment Board (SWIB), which oversees $91 billion in pension and state trust funds, is looking to build up an increasingly defensive position in its credit and fixed income portfolios.

NACUBO 2013 Endowment Management Forum

    Bad weather and talk of an incoming blizzard didn’t do much to deter the nation’s endowment managers from attending the National Association of College and University Business Officers’ 2013 Endowment Management Forum, held Feb. 6-8 at New York’s Waldorf Astoria. Many came to get a read on how to add some heft to flagging investment portfolios but most left heartened to know that they were, at least, not alone in trying to find yield in an increasingly difficult investment environment.

  • Feb 13, 2013 -- by Dawn Lim

    E&Fs Fail To Take Advantage of Emerging Markets

    Structural challenges in emerging economies present opportunities for endowments and foundations looking to take advantage of dislocations, said Kevin Kenny, managing director of multi-strategy global macro hedge fund Emerging Sovereign Group.

  • Feb 12, 2013 -- by Dawn Lim

    Univ. of Iowa Foundation Gears Up For Real Asset Plays

    The University of Iowa Foundation, which manages a $735 million portfolio, plans to commit $16 million a year to private real assets and is debating raising its targets to real assets, according to Jim Bethea, assistant v.p. of investments.

  • Feb 12, 2013 -- by Dawn Lim

    E&Fs Put More Emphasis On Manager Selection

    Slotting a panel on how to detect lying for the prime morning spot on day one of the annual NACUBO Endowment Management Forum may seem an unusual choice.

  • Feb 12, 2013 -- by Carl Winfield

    Moody’s Zandi: Yield Will Come Back

    Moody’s Analytics Economist Mark Zandi put the kibosh on the “low-to-no-yield” mantra that’s been dogging investors and money managers at the National Association of College and University Business Officers’ Endowment Management Forum this year, saying Treasury yields are on track to yield as much as 5% in three years.

  • Feb 12, 2013 -- by Carl Winfield

    UVIMCO’s Kochard Defends Endowment Model

    The much-disparaged endowment model got a bit of a dusting off from the likes of University of Virginia Investment Management Company CIO Larry Kochard at the 2013 National Association of College and University Business Officers’ Endowment Management Forum last week.

The 10th Annual Foundation, Endowment and Not For Profit Investment Summit

  • Jan 23, 2013 -- by Carl Winfield

    CIOs Split On Alts At Toronto Summit

    CIOs are always looking for investment opportunities but the current low-to-no-yield economic environment has turned many into latter-day hunters and gatherers, hungry for yield.

  • Jan 23, 2013

    Bond Manager Urges FI Revamp

    Foundations and endowments have to rethink their relationship to fixed income investments or risk finding themselves under the proverbial bus, Aurion Capital Management’s Christine Horoyski told a group of Canadian and U.S. non-profit luminaries.

  • Jan 23, 2013 -- by Carl Winfield

    Consultant, Managers Question Endowment Model

    Consultants and money managers seem to have put to bed hopes of finding an asset class that’ll provide outsized returns with low volatility, raising questions about the way foundations and endowments invest.

  • Jan 23, 2013 -- by Carl Winfield

    Canadian Funds Champion Dividends Over Alts

    Alternatives may be the asset class of choice for many U.S. foundations and endowments, but Canadian funds are increasingly looking at “vanilla” equity investments.

Terrapinn Asset Allocation Summit

  • May 17, 2011

    Ole Miss Eyes Distressed Credit

    The roughly $500 million University of Mississippi Foundation is looking at distressed credit hedge funds.

  • May 17, 2011

    Ex-Texas Permanent Chairman: Alts Saved Us

    Rene Nuñez, former chairman of the roughly $26 billion Texas Permanent School Fund, told attendees at Terrapinn’s Asset Allocation Summit that alternative investments helped save the fund during the recent financial crisis.

NACUBO Endowment Management Forum

  • Feb 22, 2011

    Investment Chiefs Revisit Volatility Crisis Management

    The period after Lehman Brothers’ collapse was challenging for university endowment cios, as volatility and liquidity issues were heightened.

  • Feb 18, 2011 -- by Mark Faro

    Cambridge Offers Volatility Management Tips

    Endowment investors have been exposed to multiple challenges in volatile markets in the market turmoil of the past years, and some are bracing for more turbulence ahead.

  • Feb 02, 2011

    No Room For Novices On I-Committee

    The financial rollercoaster of the past few years has made it impractical to have financial novices on the investment committees for university endowments, according to James Forbes, chairman of the investment committee for Loyola University Maryland.

  • Jan 28, 2011

    NACUBO Conference Podcast

    Foundation and Endowment Money Management chat with non-profit experts at the NACUBO conference.

  • Feb 02, 2011

    China Looms Large Over NACUBO

    The emergence of China as a world power was a dominant theme at NACUBO’s Endowment Management Forum in New York last week.

  • Mar 02, 2011

    Tweeting From NACUBO

    The panels and presentations at the NACUBO Endowment Management conference were full of great investment tips and trends—but most entertaining were the unprepared asides.

IMN Foundations and Endowments Summit

IMN 6th Annual Foundations & Endowments Summit