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Cvent Transition Guide

How Endowments Will Be Impacted by U.S. Higher-Ed Pressures

Monday, January 11

Overview

A virtual Asset Owner Series™ event

Ken Redd, Director, Research and Policy Analysis, NACUBO and Kristin Agatone, Chief Investment Officer, Lehigh University Investment Office will discuss the issues facing higher education entities and how they will impact their endowments.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

6:00 PM | WELCOMING REMARKS

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System


6:05 PM | INTERVIEW, DISCUSSION

Interviewer

Ken Redd, Director – Research and Policy Analysis, NACUBO

Interviewee

Kristin Agatone, Chief Investment Officer, Lehigh University Investment Office


7:00 PM |  CLOSING REMARKS & ADJOURNMENT

Kevin Maxwell, CFA, Managing Director and Head of Capital Markets, CenterSquare Investment Management; Board of Directors, CFA Society New York

Additional Details

Areas of Focus

  • Cashflow management
  • Long-term investment planning