Monday Midday Learning Opps

TIAA Corporate Showcase

Implementing an Enterprise Approach to Endowment Management

  • Monday, July 15
  • 02:15 PM - 03:30 PM
  • Austin Conv Center
  • Level 4, 17B
  • FIN


Kevin O'Leary

President and CEO

TIAA Endowments & Philanthropic Services

Charlotte, North Carolina

Bob Shea

Vice President for Business, Finance and Technology

Elon University

Elon, North Carolina

Vijay Tunikipati

Chief Risk Officer

TIAA Endowment & Philanthropic Services

Charlotte, North Carolina


In today’s volatile financial markets, institutions need to adopt an integrated, total enterprise approach to risk management that closely aligns the endowment portfolio strategy with the institution’s financial and operating profile. The goal is to maximize investment performance while driving resource optimization and long-term financial sustainability, enabling the institution to fulfill its mission. A panel of experts will discuss how this integrated approach to endowment management leads to better institutional planning and decision making.

Learning Objectives

  • Discover new ways to employ broader evaluation tools for endowment management and strategic planning
  • Revise assumptions and expectations about the sustainability and long-term viability of endowment management
  • Incorporate more strategic reviews of the contribution of the endowment to long-term planning