Endowments from $100-$500 million
When: Tuesday, June 7 Time: 1:00 p.m. ET Where: Online
Fueled by the AGB/SEI study, tap into data and industry insight from your peers
It's always valuable to compare notes with your peers.
Higher education virtual roundtable: Exchange ideas with your peers
It's priceless when the session is customized with raw data to fit your exact profile and facilitated by the Association of Governing Boards of Universities and Colleges (AGB). Join one of our interactive discussions to compare notes with organizations like you. We will cover topics that are the focus of our joint study with AGB, including:
- Foundation operations
- Inflation and return expectations
- Spending policies and unspent distributions
- Investment management
- Governance
We are holding custom sessions to extract insights relevant to you and your peers by asset size. Choose a session that is right for you.
Endowments under $100 million
When: Wednesday, June 8 Time: 1:00 p.m. ET Where: Online
Endowments over $500 million
When: Wednesday, June 8 Time: 2:00 p.m. ET Where: Online
Speakers:
Mary Jane Bobyock, CFA
Managing Director
Nonprofit Advisory Team
SEI Institutional Group
David Bass
Executive Director
Philanthropic Governance AGB
Frank Wilkinson
Managing Director
SEI Institutional Group
AGB and SEI Research Study
How foundations manage investment and operational practices
Information provided by SEI Investments Management Corporation, a registered investment adviser and wholly owned subsidiary of SEI investments Company. For Institutional Investors Only. Not for Public Distribution.
AGB is not affiliated with SEI or its subsidiaries. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.