ELS26: Advanced Topics in Endowment Investment Management
Live Event: 03/05/2026 at 2:00 PM (EST)
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- Member - $89
- Non-member - $149
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:
- 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 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.
Allan House
Institutional Consultant
Graystone Consulting - The J.K. Meek Group
Mr. House has more than 30 years of investment experience. His responsibilities include strategic and long-range consulting services with a focus on construction and implementation of custom multi-asset investment portfolios for institutional clients. Mr. House joined The J.K. Meek Group at Graystone Consulting, recognized as one of Barron's 2025 Top 100 Institutional Consulting Teams, in 2019 from Brown Advisory where he was an Endowments and Foundations Portfolio Manager. Prior to Brown Advisory, Mr. House was at Santa Barbara Asset Management and Rittenhouse Asset Management, subsidies of Nuveen Investments, where he served on the Investment Committee and generated domestic and international stock recommendations. Mr. House has contributed to the success of three Morningstar Five-Star mutual funds. Mr. House earned his Bachelor of Arts in History from Southern Methodist University and his Master of Business Administration degree from The Fuqua School of Business at Duke University. He is a member of the Investment Management Committee of the Friends School of Baltimore and the Board of Trustees and Finance Committee of the Chesapeake Bay Trust. In addition, he is a member of the National Business Officers Association (NBOA), the National Association of College and University Business Officers (NACUBO), and the American Society of Association Executives (ASAE).
James Meek
Managing Director, Wealth Management, Institutional Consulting Director
Graystone Consulting - The J.K. Meek Group
Mr. Meek joined Morgan Stanley in 2006 after spending 16 years at Legg Mason Wood Walker, Inc. Mr. Meek is a Graystone Institutional Consulting Director and leads a group of professionals that has been recognized by Barron's as one of the Top 100 Institutional Consulting Teams (2021-2025) in the country and by Forbes as one of the Best-In-State Wealth Management Teams (2023-2025). Mr. Meek is recognized as one of the nation’s top financial advisors by both Barron’s Top 1,200 Financial Advisors (2018-2025) and Forbes’ Best-in-State Wealth Advisors (2018-2026). Mr. Meek earned the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute (formerly IMCA), in conjunction with the University of Pennsylvania Wharton School of Business. He earned his Bachelor of Science in Business Management from the University of Maryland and his MBA from the University of Baltimore. Mr. Meek is a Board member of Baltimore SquashWise, a non-profit that partners with Baltimore youth and families to advance equity in squash, education, and personal development opportunities. As a Financial Advisor to the non-profit community, he has authored several investment articles for regional and national publications and has been heard on AM talk radio as the co-host of “Investment Insights” and on Fox Morning News as a guest Financial Analyst. He is a member of the National Business Officers Association (NBOA), the National Association of College and University Business Officers (NACUBO), and the American Society of Association Executives (ASAE).
William Davies
Vice President for Business and Finance
Mount St. Mary's University
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LockedWith 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.
