ELS25: The Future of Data in Investment Management
Live Event: 02/27/2025 at 2:00 PM (EST)
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- Member - $89
- Non-member - $149
This webinar will explore cutting-edge investment tools and technologies. By integrating real-time data, advanced visualization, and multi-asset class analysis, investors can streamline portfolio oversight, enhance reporting, and make more informed investment decisions. This session will showcase how the University of Georgia Foundation (UGF) is leveraging an advanced analytics platform, to elevate its endowment management practices with sophisticated multi-asset class analysis and dynamic reporting tools to better align its investment strategies with its institutional objectives.
Learning Objectives
After this webinar, you will be able to—
- Gain insights into the future of investment analytics
- Understand how real-time data and advanced analytics can improve endowment management and decision-making
- Learn strategies for streamlining portfolio oversight and enhancing transparency for investment committees
- Discover actionable steps and resources to assess and improve current investment processes
Recording
This webinar will be recorded. Registrants will receive an email when the recording is available.
CPE Available: 1 Credit in Information Technology
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: Information Technology
- Length: 60 minutes
Steps to Earn CPE Credit
You can only earn credit for attending the 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 February 28, 2025, 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.
Jason Bull
Chief Investment Officer
The University of Georgia Foundation
Jason Bull joined the University of Georgia Foundation in 2018 and has more than 20 years of investment management experience. As the chief investment officer, he is responsible for managing the foundation's $1.8 billion endowment, overseeing asset allocation, and ensuring the foundation meets its long-term financial goals. Before joining the Foundation, Bull was a managing director at Emory University, where he led investments in global public equities. Earlier in his career, Bull worked as a financial analyst at Goldman Sachs. He holds an MBA from Emory University’s Goizueta Business School and a BS in mathematics and economics from Eastern Michigan University. Bull is also a CFA charterholder.
Bill McCarron
President and Managing Principal/Senior Consultant
Prime Buchholz LLC
Bill McCarron joined Prime Buchholz in 1990 and has served as the firm’s president since 1999. He has more than 40 years of industry experience. McCarron is a member of the firm’s Executive Committee and Diversity, Equity, and Inclusion Council. Formerly, he was a consultant with New England Pension Consultants and, prior to that, a senior investment officer of Boston Safe Deposit and Trust, responsible for analytical services to major pension funds. Earlier, McCarron was a colleague of Prime Buchholz co-founder Jon Prime at the Wellesley Group, where he was involved in a full range of client investment advisory services. McCarron currently serves as a trustee of the Boston Latin School Foundation and chairperson of its investment committee. He is also a member of the Board of Governors for the Boston Athletic Association and serves as its treasurer.
McCarron earned his BS from Suffolk University’s School of Management.
Dan Ricci
Head of Information Systems and Principal
Prime Buchholz LLC
Dan Ricci joined Prime Buchholz in 2010 and has more than 16 years of experience. As the director of information systems, he is responsible for overseeing the development of enterprise applications and data aggregation processes. Before his current role, he served time as a senior systems analyst, business analyst, and performance analyst at Prime Buchholz. Before Prime Buchholz, he was an associate financial analyst for Liberty Mutual Insurance Company. In addition to his core responsibilities, he serves as a member of the firm's Diversity, Equity, and Inclusion Council.
Ricci has an MS in information systems with a concentration in data science from Northwestern University and a BS in finance from the University of New Hampshire. He is a member of the CFA Institute/CFA Society Boston.
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