ELS26: Advanced Topics in Endowment Investment Management

With a new U.S. administration in office, continued geopolitical volatility, higher interest rates, sticky inflation, and pricey equity markets, many higher education endowments are facing a more complicated investment landscape. This session is designed to help you cut through the noise and focus on what matters most for your portfolio today. Speakers will explore emerging strategies, highlight how approaches may differ depending on endowment size, and offer practical ways to evaluate and explain portfolio shifts. The session will also help you consider how to evaluate whether your investments align with your institution’s spending needs, risk tolerance, and time horizon.   

Recording

This webinar will be recorded. Registrants will receive an email when the recording is available.

CPE Available: 1 Credit 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: 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:

1. 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. 
2. Submit the CPE check-out code displayed at the end of the session. 
3. Download your CPE certificate. 

You have until 5 pm Eastern Time on March 6, 2026, 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.

With a new U.S. administration in office, continued geopolitical volatility, higher interest rates, sticky inflation, and pricey equity markets, many higher education endowments are facing a more complicated investment landscape. This session is designed to help you cut through the noise and focus on what matters most for your portfolio today. Speakers will explore emerging strategies, highlight how approaches may differ depending on endowment size, and offer practical ways to evaluate and explain portfolio shifts. The session will also help you consider how to evaluate whether your investments align with your institution’s spending needs, risk tolerance, and time horizon.   

After this webinar, you will be able to— 

• Identify new or evolving investment strategies 
  
• Determine strategies by endowment size 
• Evaluate portfolio changes 
• Communicate the merits of portfolio changes to key stakeholders 

CPE Available: 1 Credit in Finance

This webinar is part of the 2026 Endowment Leadership Series. You can register for this webinar on its own or register for the series.