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ELS24: Benchmarking Investment Performance
Recorded On: 04/18/2024
How can higher education endowments best compare their investment rates of return and other results against peer institutions? What are the best tools available for conducting effective, data-driven analysis of endowment performance? This session will discuss the critical topic of college and university peer-analysis benchmarking of endowment returns, asset allocations, and other key data. Panelists will provide advice on the tools and tips that can be used by investment managers and committees for evaluating performance against a variety of peer institutional sets.
Learning Objectives
After this session, you will be able to—
- Gain new insights into how to assess and implement tools that could help enhance your endowment performance
- Learn how to implement the latest methodologies used for identifying and benchmarking the key indicators of endowment performance
- Understand and implement benchmarking strategies that can drive more effective data-driven strategies to achieve long-term success
Recording
This session will be recorded. Registrants will receive an email when the recording is available.
CPE Available: 1.5 Credits in Finance
Each individual must register and attend separately to earn credit.
NACUBO 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org
Event Information
- Level: Intermediate
- Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
- Advanced Preparation: None
- Delivery Mode: Group internet based
- Field of Study: Finance
- Length: 75 minutes
How to Earn CPE Credit
CPE credit is awarded per session. You can only earn credit for attending a session live. CPE credit cannot be earned for watching the recordings.
To earn CPE credit, you will complete the following tasks under the Content tab, after the session has ended:
- Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session.
- Submit the CPE check-out code displayed at the end of the session.
- Download your CPE certificate.
You have until 5 pm Eastern Time on April 19 to complete these three steps or report technology issues with this site to online@nacubo.org.
For more detailed instructions, review the CPE Instructions page.
![Speaker image](https://277ef168842fd20258b5-d3dc739ec9b2d09a69dba446d3b4ad66.ssl.cf2.rackcdn.com/nacubo_5123e63c966b24854c7e3a8334b34d9e.jpeg)
Ron Hromisin
Associate Vice President of Finance
Misericordia University
Ron Hromisin has been with Misericordia University since July 1994, joining Misericordia after six years in public accounting and two years in the private sector. As Misericordia’s associate vice president of finance, he oversees the day-to-day fiscal operations and investment funds of the university. Hromisin is also a representative on the university’s audit, finance, and investment committees and is a trustee of the university’s pension plans.
Hromisin graduated from King’s College with BS degrees in accounting and computers and information systems. He obtained his certified public accountant license from Pennsylvania and later an MS degree in finance from King’s College.
![Speaker image](https://277ef168842fd20258b5-d3dc739ec9b2d09a69dba446d3b4ad66.ssl.cf2.rackcdn.com/nacubo_033805df05f04731ca26ccc39cdaef46.jpg)
Ken Souza
Senior Director of Investments
University of South Florida Foundation
Ken Souza joined the USF Foundation in December of 2008. He had previously worked for the asset management arm of Fidelity Investments and in insurance portfolio investing for New York Life. As the Foundation’s senior director of investments, he oversees over $800 million in endowment and operating pool assets. This role includes leading investment initiatives, coordinating research with the Foundation’s investment consultant, conducting due diligence on current and prospective managers, and reporting to the Foundation’s investment committee.
Souza graduated from Merrimack College in 2000 and obtained an MBA from Suffolk University in 2005. Souza is also a certified treasury professional. Souza also serves on the advisory board for the Merrill Lynch Wealth Management Center and the Student Managed Investment Fund in the USF Muma College of Business and is a board member on the Tampa Bay History Center Foundation.
![Speaker image](https://277ef168842fd20258b5-d3dc739ec9b2d09a69dba446d3b4ad66.ssl.cf2.rackcdn.com/nacubo_cea94d438308070a278f07f25143a619.jpg)
George Suttles
Executive Director, Commonfund Institute
Commonfund
George Suttles leads Commonfund’s educational-thought partnership and professional development activities as executive director of Commonfund Institute. He serves on multiple advisory boards and steering committees, including Intentional Endowments Network’s (IEN) steering committee which provides strategic guidance to the network and chairs the steering committee for the Impact Finance Center’s Diverse Manager Initiative.
Prior to joining Commonfund, Suttles was a program officer at the John A. Hartford Foundation. Before joining the foundation, he was a vice president, senior philanthropic relationship manager at U.S. Trust/Bank of America. In this role he worked with private and institutional clients on issues related to best practices in governance and strategic grantmaking. Currently, he is adjunct faculty at the New York University (NYU) School of Professional Studies, teaching classes on private and corporate philanthropy.
Suttles received a BA from Wesleyan University, an MA in philanthropic studies from Indiana University Lilly Family School of Philanthropy (IUPUI) and an MPA from Baruch CUNY Marxe School of Public and International Affairs. Suttles is currently pursuing a doctorate in education (EdD) at New York University Steinhardt School of Culture, Education, and Human Development.
![Speaker image](https://277ef168842fd20258b5-d3dc739ec9b2d09a69dba446d3b4ad66.ssl.cf2.rackcdn.com/nacubo_fa6a4e865032397ac54ef5aa9b0010a1.png)
Ken Redd (Moderator)
Senior Director, Research and Policy Analysis
NACUBO
Kenneth E. Redd is senior director, research and policy analysis for NACUBO. At NACUBO, Redd directs the annual NACUBO-TIAA Study of Endowments, the NACUBO Tuition Discounting Study, and other studies on higher education finance issues.
In addition to his work at NACUBO, Redd also serves on the board of trustees for the Meadville Lombard School of Theology in Chicago, IL, and is a member of the board of directors for the Unitarian Universalist Common Endowment Fund (UUCEF) and the Association for the Study of Higher Education (ASHE).
Redd has a master’s degree in public affairs from the Hubert H. Humphrey School of Public Affairs, University of Minnesota.
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