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Event Detail

Sold Out - Endowment & Foundation Investing - Revisiting Principles Following the Crash (Ended)

Date, Time, and Location:
Thursday, September 16, 2010 (add this event to your Outlook Calendar)
12:00 pm
The Union League Club, 65 W Jackson, Chicago, IL  60604   (Driving Directions)

Time, Date, and Location:
Thursday, September 16, 2010
12:00 pm - 1:00 pm
The Union League Club - 65 W. Jackson

Program Description:
This session will focus on the strategies employed and performance of endowments and foundations since the financial crisis began. A brief review of the original principles which guide many institutions will be provided. How these principles have survived (or not) the stress test of the past two years will be examined. An attempt will be made to contrast superficial concerns reported in the press from substantive challenges facing these institutions. Finally, thoughts will be offered on what many institutions will be doing to tweak or overhaul their investment programs.

William McLean

Members - $45
Non-Members - $55
Student-Members - $10
(payable by cash, check, credit card or function ticket)*

CFA Institute Qualified Activity:
Eligible for 1 credit hour

Business Casual

Chef's Choice (Vegetarian meal available upon request)

For Reservations:
Sorry, this event is sold out.

William H. McLean, CFA
Vice President & Chief Investment Officer - Northwestern University

Introduction by Gordon C. Scott, CFA

Presenter Background Information:
Mr. McLean was appointed Vice President and Chief Investment Officer for Northwestern University in January 2002. He is responsible for managing the University's $6.0 billion diversified portfolio. Prior to joining Northwestern University, he was the Senior Managing Director for Asset and Investment Management at the Chicago-based John D. and Catherine T. MacArthur Foundation, responsible for overseeing all facets of the management of their portfolio. He also served as an Investment Officer at The Duke Endowment in Charlotte, North Carolina. A Chartered Financial Analyst, Mr. McLean is a past president of the North Carolina Society of Financial Analysts and past board member of CFA Chicago.

11:30 am - 12:00 pm: Registration
12:00 pm - 1:00 pm: Luncheon & Presentation

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2010-2011. Regular and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for ONLINE reservations using FUNCTION TICKETS. No day-of-event pre-registrations accepted (on-site only, if applicable and space available). Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, Monday, September 13th. There is a $5 surcharge for walk-ins.

A Passport Event This is a "Passport Program." Members of any local CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program. Please click here if you would like more information.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.