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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. 


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.