The Investment Stewardship Academy

Whether you’re a trustee, investment committee member, or senior staff, you play a critical role in stewarding your institution’s long-term capital. But in today’s increasingly complex investment environment, how do you develop the knowledge and skills needed to succeed?

If you don’t have all the answers yet, that’s okay—we’re here to help. The Investment Stewardship Academy is an intensive, in-person, three-day workshop designed specifically for institutional investors and other select institutions. Through expert-led sessions and peer engagement, the Academy equips you with the tools, insights, and confidence to strengthen your governance and investment oversight.

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Event Details

Commonfund Institute's Investment Stewardship Academy is an intensive three-day program that focuses on the essential principles and practices of stewarding long-term capital in a complex investment environment. Sessions explore topics such as governance, leadership, endowment management, investment strategy, risk, diversity and sustainability.

The Investment Stewardship Academy is held annually at Yale University in June.

Request Information about the 2027 Program

Who Should attend the academy?

Program content is geared towards trustees, investment committee members, and senior staff of qualified institutional investors, with at least 5-7 years of industry experience, such as:

  • Endowments
  • Foundations
  • Operating charities
  • Healthcare organizations
  • Other select institutions
Watch the Investment Stewardship Academy Sizzle Reel

Curriculum

Download the 2026 Investment Stewardship Academy agenda

Investment Stewardship Academy Curriculum 

The program takes a deep dive into the state of nonprofit institutional investing. Sessions are designed to explore topics on governance, strategic leadership and endowment management, with lessons from seasoned practitioners on key strategies, policies and portfolio techniques. Participants engage in discussions on public policy, governance and investment strategy, risk, endowment spending, values-aligned investing, DEI, sustainability and more.

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. Participants in the Investment Stewardship Academy have the opportunity to earn CPE credits for their participation.

Download the 2026 Investment Stewardship Academy agenda
Greenburg Conference Center at Yale University
In 2026, The Investment Stewardship Academy was held at the Greenburg Conference Center at Yale University.
2026 Keynote Speaker,Dan Pallotta, speaking to attendees
2026 Keynote Speaker: Dan Pallotta.
Two attendees listening in on the session

 A highly interactive, three-day program.

Tim Yates, CEO of Commonfund OCIO, raising his hand with attendees.
Expert-led sessions.
Dr. Karen DuBois-Walton speaking along with Gretchen Wood and Dr. Amir Pasic
From Left to Right: Gretchen Wood, D. Karen DuBois-Walton, Dr. Amir Pasic.
The Investment Stewardship Academy's Class of 2026
The Investment Stewardship Academy's Class of 2026.
Libby George speaking alongside Christopher Ailman and Tom Hyatt
From Left to Right: Tom Hyatt, Libby George, and Christopher Ailman.

How to attend

Learn How You can Attend!

The Investment Stewardship Academy is open to trustees, investment committee members and senior staff of qualified institutional investors, such as endowments, foundations, pension funds, operating charities, healthcare organizations, family offices and other select institutions. 

Learn How You can Attend!