Sunday Afternoon Learning Opps

Spending Strategies for the Future

  • Sunday, July 30
  • 03:45 PM - 05:00 PM
  • Minneapolis Conv Ctr
  • 103C
  • FIN

Speakers

Ellen Ellison

Chief Investment Officer

University of Illinois Foundation

Chicago, Illinois

Cornelia Spring

Managing Director, Endowments & Foundations Group

J.P. Morgan

New York, New York

Description

How can investment committees chart a smoother path into the future, given the outlook for low investment returns in the coming years? This presentation will cover different spending methodologies designed to help institutional endowments maintain their purchasing power. In addition, the speakers will present research related to how finance teams and investment committees should think about the size of their investment portfolios relative to their spending needs.

Learning Objectives

  • Consider adjustments to your endowment’s long-term strategic and current tactical asset allocations that could achieve more optimal results.
  • Learn how long-term capital market assumptions are developed using forward-looking inputs, demographic trends, and historical data.
  • Use information about asset class correlation assumptions to inform allocation analytics.