Your Endowment is Different: How to Navigate the Complexities of Investment Management
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When: Wednesday, January 29, 2020
1:00 pm - 2:30 pm Eastern Time

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As a financial officer or trustee, the oversight of a school’s investment committee involves a wide array of responsibilities and tasks. This can be a daunting assignment, especially given the complexities that arise from endowment management in addition to carrying out your daily obligations. This webinar will speak to the options available for endowment management, how to properly benchmark performance and how to evaluate risk in one’s portfolio. A solid understanding of these three topics are crucial for the success of any financial officer or trustee.

Learning Objectives: Attendees will be able to:

  • Describe the different ways an endowment can be managed;
  • Enact simple steps to properly evaluate endowment performance;
  • Evaluate the risk in my school’s endowment

Presented By:

  • Connor Carew, Investment Analyst, Permanens Capital

CPE Credits

ABACC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Delivery Method: Group-Internet-Based
Prerequisites: None
Program Level: Basic
Preparation: None
CPE Credits: 1.5
Field of Study: Finance
Complaint Resolution Policy


Free for Members
$15 CPE credit processing fee (if required)