ELS26: The New Regime in Endowment Practice

Higher education is undergoing a period of transformation that will be shaped by evolving student expectations, the rise of hybrid learning formats, and accelerating technological change. As universities adapt, their endowments will continue to play a vital role in providing stability, fostering innovation, and sustaining long-term priorities. Drawing on BlackRock’s research paper, Meeting the Challenge of the New Regime in Endowment Portfolios, this session explores how institutions can reorganize their investment strategies while remaining aligned with the changing priorities of the universities they support. Attendees will learn how to implement dynamic portfolio construction, rethink diversification, leverage active management and alternatives, and align governance and risk frameworks to meet their long-term objectives. Endowment leaders will be given the practical tools and advice they need to manage through these structural shifts in global markets.    

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 February 25, 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.