Wednesday, May 23, 2018

Event: Commonfund Institute June 25-29, 2018

TSW Community,

If you're interested in learning more about sovereign wealth and portfolio management, a good educational event is the upcoming Commonfund Institute which will be held June 25-29, 2018 at the Yale School of Management in New Haven, CT.

The Institute is geared towards sophisticated investors representing endowments and foundations, pension funds, healthcare systems, charities and other investors. Its an intensive, five day series of classes, lectures from leading practitioners and case studies.

For 2018, the focus is on "Exploring Leading Edge Theory and Practice", with topics including (as of posting):

  • The Evolution of the Endowment Model of Investing
  • The Art and Science of Strategic Asset Allocation: Optimizing for Drawdown Risk and Recovery
  • The Eco-System of Nonprofits: Financial & Operational Metrics that Influence Asset Allocation
  • Insights on Spending Policy: Assessing the Right Approach
  • Best Practices on Development and Fund Raising for Non-Profits
  • Understanding the True Costs of Portfolio Management
  • Governance Best Practices: Does Your Board Measure Up
  • Designing a Sound Investment Policy Statement
  • The Role of Diversity in High Performance Boards
  • The Psychology of Tail Events
  • Governance Case Study
  • Principles of Effective Portfolio Construction
  • Risk Management in Investment Policy: Measures and Management
  • Applying the Quantitative Tools of Portfolio Management
  • Building a Global Equity Portfolio: Alpha, Factors and Beta
  • Optimizing Duration and Credit in Fixed Income Portfolios
  • The Evolution of the Private Capital Investment Environment
  • Private Capital Case Study Review
  • What it Means to be a Responsible Asset Owner (and Why it Matters as a Fiduciary)
  • The Economics of Sustainability
  • ESG Case Study
Commonfund was founded in 1971 as an independent nonprofit asset management firm with a grant from the Ford Foundation. Commonfund today manages customized investment programs for endowments, foundations and public pension funds.

I will be attending the Institute in June. Please let me know if your tribe, ANC or NHO is planning to attend and we can touch base while we're all in CT. The event is invitation only, but if you're interested in attending on behalf of your group please drop me a line and I can likely get you a seat or two (assuming there is space available).

Know of any other events the community should know about? Send them my way!

In Perpetuity.

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