The Investment Stewardship Academy

Whether you’re a trustee, investment committee member, or senior staff, you play a crucial role in stewarding long-term capital for your institution. But do you know how to develop and hone the necessary knowledge and skills to succeed in an increasingly complex investment environment? If you don’t have the answers yet, don’t worry—we’re here as a resource to guide you along the way, through the Investment Stewardship Academy - an intensive in-person three-day workshop designed for institutional investors and other select institutions.

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Event Details

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

Registration is full for the 2024 Investment Stewardship Academy.

The 2024 program is being held June 2-5 at the Yale University Greenberg Conference Center in New Haven, Connecticut. 

 

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

Investment Stewardship Academy Curriculum 

The 2024 program will take a deep dive into the state of nonprofit institutional investing. Sessions will explore topics on governance, strategic leadership and the future of endowment management, with lessons from seasoned practitioners on key strategies, policies and portfolio techniques. Participants will be engaged 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 2024 Investment Stewardship Academy agenda
Participant asking question to presenter
Participant networking over lunch
Presenters having a laugh
Rachel Clivaz speaks in front of class
Participant discussing endowment over lunch

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. 

Join the waitlist for the 2024 program