Evolution of the Endowment Model (Sold Out)
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When: Tuesday, April 12th
Noon to 1:30 pm
Where: Golden Gate University
536 Mission Street
Suite 5221
San Francisco, California  94105
United States
Contact: Ameeta

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Evolution of the Endowment Model 

Over the past several decades, prominent non-profit institutions have pioneered and continuously redefined the “Endowment Model” of investing, typified by a long-term time horizon and large allocations to alternative (and often illiquid) asset classes.  As many of these “alternative” asset classes have become decidedly mainstream, questions have arisen about the sustainability of once-outsized returns in an increasingly crowded investment manager landscape.  The global financial crisis highlighted liquidity risks for institutions with high allocations to illiquid assets and heavy reliance on payouts from their endowment portfolios. Further, the public equity bull market that began in 2009 resulted in a string of years in which “simple” stock/bond portfolios trounced the returns of those that were diversified into hedge funds and private markets. 

Join our panelists for a dialogue on the evolution of endowment investing, performance patterns and trends, challenges that non-profit investment committees and other fiduciaries face today, and governance/oversight considerations that inform suitability of alternative assets for many non-profits and their stakeholders.  


Our Panelists Include:

David Poe, Director at Edgar, Dunn  & Company; Investment Committee Chair of University of Idaho Foundation

John Powers, Managing Director, Credit Suisse; Former Chief Executive Officer, Stanford Management Company


Wendy Walker, CFA, Managing Director and Outsourced Chief Investment Officer at Cambridge Associates




Members: $25
Non-members:  $40


Date, Time + Location  

​Tuesday, April 12th
Noon - 1:30 - Lunch included 

Golden Gate University, Suite 5221
536 Mission Street  
San Francisco, CA 94105
United States



Cancellation Policy
Please contact ameeta@cfa-sf.org with at least 24 hours notice to receive a full refund.


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