July 15, 2:00–3:00 PM ET

Higher education institutions are facing increasing fiscal uncertainty while feeling pressure to expand spending to support facilities expansion as well as operations. In this webinar, we’ll discuss the varying roles investment portfolios have in supporting changing institutional needs and prioritizing flexibility to support variable annual spending in volatile market environments.

Join this webinar for insight into:

Endowment Spending Pressures: How to balance endowment and operating funds with unrestricted characteristics
Strategic Financial Management: Learn to emphasize the effective allocation of funds, focusing on actionable outcomes rather than hypothetical scenarios
Adaptive Planning: Prioritizing flexibility over rigid adherence to endowment plans and accommodating fluctuations in capital spending
Portfolio construction and liquidity management: Allocating funds needed to meet near-term demands while limiting the impact of markets on long-term portfolio strategy

Speakers:

Tom W. Harvey, CHFP, senior director of nonprofit advice, SEI Investments
Mark M. Polatajko, senior vice president of finance and administration, Kent State University