Investment Management & Governance Seminar
Tuesday, January 6, 2009
The Ritz-Carlton, Marina del Rey, California
A seminar designed exclusively for trustees and financial professionals of nonprofit institutions.
Registration is now closed as we have reached capacity.
Important Program Update (see below)
Please join us on Tuesday, January 6, 2009, at the Ritz-Carlton, Marina del Rey, just five miles from LAX, for our Commonfund | AGB Investment Management & Governance Seminar.
This is a seminar designed exclusively for trustees and financial officers of nonprofit institutions.
Register today to secure your attendance. Registration is free and space limited, reserve your seat today by clicking here to register online with your unique registration code.
If you do not have a registration number or would like additional information, please email Tiffany Mendes at seminars@cfund.org or call our toll free number (866) 659-9842.
Keynote Speaker Named
We are pleased to announce that Bob McTeer has joined our agenda as the keynote speaker. Bob is a Distinguished Fellow at the National Center for Policy Analysis (NCPA), covering macro-economic issues, including monetary policy, fiscal policy, tax and education policy as our keynote speaker. Read more about Bob McTeer.
Click for program agenda and additional program information.
PROGRAM AGENDA
7:30 - 8:30 a.m.
Continental Breakfast & Colleague Networking
8:30 - 8:45 a.m.
The Nonprofit Agenda
John S. Griswold, Executive Director, Commonfund Institute
8:45 - 9:45 a.m.
Asset Allocation | Has the Paradigm Changed?
Verne O. Sedlacek, President & CEO, Commonfund
9:45 - 10:45 a.m.
Where do we go from here?
Lyn Hutton, Chief Investment Officer, Commonfund
10:45 - 11:00 a.m. BREAK
11:00 - 11:30 a.m.
Economic Landscape | Light at the End of the Tunnel
Michael Strauss, Chief Economist, Commonfund
11:30 a.m. - 12:30 p.m.
Governance Panel Discussion
Moderated by John S. Griswold, Executive Director, Commonfund Institute
Panelists:
Tom Hyatt, Principal, Ober | Kaler
Rick Legon, President, Association of Governing Boards of Universities and Colleges
12:30 - 2:15 p.m.
Luncheon & Keynote
Bob McTeer, Distinguished Fellow at the National Center for Policy Analysis (NCPA), covering macro-economic issues, including monetary policy, fiscal policy, tax and education policy. Click here for complete biography.
Click here for Supplemental Program Materials
* Approximate close time of 2:30 p.m.
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ADDITIONAL PROGRAM INFORMATION
Accommodations
Accommodations for this Seminar will be at the Ritz-Carlton, Marina del Rey. Call (800) 241-3333 and ask to be redirected to reservations and mention the "Commonfund Seminar" to get a reduced rate of $229.00(plus tax) per night. The deadline for this special rate is December 12, 2008, subject to availability.
Parking
The Ritz-Carlton, Marina del Rey offers over night parking for $31.00 and $10.00 for day parking. There is also a public parking lot across the street for a cost of $3 for a 24 hour period.
Dress Code
Business casual
Continuing Professional Education Credit
Commonfund 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. For more information regarding administrative policies please contact our offices at 15 Old Danbury Road, Wilton, CT, 06897-0812. State boards of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be addressed to the National Registry of CPE sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. www.nasba.org
About Commonfund Institute
Commonfund Institute was founded to house the education and research activities of Commonfund and to provide the entire nonprofit community with investment information and professional development programs.
Commonfund Institute is dedicated to the advancement of investment knowledge and the promotion of best practices in financial management. Commonfund Institute provides a wide variety of resources, including conferences, seminars and roundtables on topics such as endowments and treasury management; proprietary and third-party research and publications including the annual Commonfund Benchmarks Study®; and events such as the annual Commonfund Endowment Institute and the Commonfund Prize for the best contribution to endowment investment research. Its broad range of programs and services are designed to serve financial practitioners, fiduciaries and scholars.
About AGB
The Association of Governing Boards of Universities and Colleges (AGB) is the only national association that serves the interests and needs of academic governing boards, boards of institutionally related foundations, and campus CEOs and other senior-level campus administrators on issues related to higher education governance and leadership. Its purpose is to advance the practice of citizen trusteeship and help ensure the quality and success of our nation's colleges and universities. Its membership includes more than 1,200 member institutions—colleges and universities of all types (independent and public, four-year and two-year, and general and specialized) plus public college and university foundation boards. www.agb.org
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Keynote Speaker
Bob McTeer is a Distinguished Fellow at the National Center for Policy Analysis (NCPA), covering macro-economic issues, including monetary policy, fiscal policy, tax and education policy. NCPA is a nonprofit, nonpartisan market-oriented public policy institute headquartered in Dallas, Texas, with offices in Washington, D.C. See www.ncpa.org.
Prior to joining the NCPA in January 2007, Bob was Chancellor of the Texas A&M University System from November 4, 2004 through November 22, 2006. The Texas A&M University System is composed of 9 universities, 7 state agencies and a statewide health science center. The system has approximately 25,000 employees and budgets totaling $2.5 billion. Its universities have approximately 102,000 students, including about 45,000 at its flagship, Texas A&M University in College Station.
Before becoming Chancellor of the Texas A&M University System, Bob had a 36-year career with the Federal Reserve System, including 14 years as President of the Federal Reserve Bank of Dallas and member of the Federal Open Market Committee (FOMC). While at the Federal Reserve Bank of Richmond in the 1970s, Bob taught economics as an adjunct faculty member at the University of Richmond and Virginia Commonwealth University. While he ran the Richmond Fed’s Baltimore Branch in the 1980s, Bob taught two classes per semester in the evening program of The Johns Hopkins University.
Bob got his B.B.A. and Ph.D. in economics from the University of Georgia and taught there for two years before joining the Fed in 1968. His graduate education was financed by a National Defense Education Act (NDEA) fellowship. He holds an honorary doctorate in the Humane Letters from Austin College.
Bob serves on the Boards of Directors of Guaranty Bank, the Westwood Holdings Group, and Refocus Group. He is a former member of the Board of Overseers of UGA’s Terry College of Business, where he was named Distinguished Alumnus in 1991. He is past president of the Association of Private Enterprise Education, a national association of free enterprise scholars and others who advocate market solutions to public policy problems, and a former board member of the National Council on Economic Education. Bob was featured as a Texas Legend in Business in 2004 by the Texas Cable News Network.
As a Fed policymaker, Bob gained a national reputation as an independent voice, or maverick, dissenting from the Alan Greenspan majority twice in 1999 and once in 2002.
His dissents and his outspoken views and plain talk got him the labels “Lone Star Loner” and “The Lonesome Dove.” He says he’s been called worse.
Bob’s free-market views in general and his vigorous support of free-trade in particular, gave the Dallas Fed its reputation during his tenure as “The Free-Enterprise Fed.” Bob is a frequent guest on CNBC and also appears on Bloomberg TV and Bloomberg Radio.
He has written numerous opinion pieces for the Wall Street Journal and other publications and has spoken worldwide.
Bob’s poetry and vignettes have been featured twice on the Dallas Community News Network. You may find these and other articles and speeches on www.BobMcTeer.com.