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About the Endowment Institute |
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Offered annually by Commonfund since 1993, the Endowment Institute is an intensive, week-long seminar for trustees and senior investment and financial officers of nonprofit organizations, taught by leading academics and practitioners.
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Confirmed Faculty Include:
- Charley Ellis, Chair, Yale Investment Committee
- Ted Aronson, Aronson + Johnson + Ortiz
- Elroy Dimson, Professor, London Business School
- Will Goetzmann, Professor, Yale School of Management
- Leon Metzger, Yale School of Management
- Geert Rouwenhorst, Professor, Yale School of Management
- Verne Sedlacek, President and CEO, Commonfund
- Lyn Hutton, CFA, CIO, Commonfund
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Click here for an application |
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The Institute focuses on current investment challenges and other topical issues, as well as their practical application to and effects on nonprofit endowment management and board governance.
Some of the key issues addressed:
Level I vs. Level II:
Level I (July 11 - 16, 2010) will introduce nonprofit financial staff and trustees to the basic concepts involved in investing long-term assets for nonprofits. It is conducted as a series of lectures by well-known academic experts and managers/practitioners. While it requires little knowledge of technical terms, some experience in investing and knowledge of basic terms is helpful. It does involve fairly extensive prior reading and we encourage class participation and group study with peers. Click here to view a sample Level I agenda.
Level II (July 25 - 29, 2010) will explore the leading edge of theory and practice as it relates to the the management of long-term funds in nonprofit organizations. The Level II curriculum primarily consists of longer (1.5 -3.0 hour) sessions which are interactive and based on case studies. There is extensive required reading both before and during the course, as well as mandatory daily group study and discussion. Click here to view a sample Level II agenda.
For further information or questions regarding the 2010 Endowment Institute please contact Allison Parker, Commonfund Institute, at (203)563-5021 or click here.
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