The Evolution of Effective Oversight of Your Endowment or Foundation

The landscape of endowment and foundation management has rapidly evolved. Your institution, like many others, probably has not selected or thoroughly evaluated its investment consultant or outsourced chief investment officer (OCIO) in quite some time. Moreover, since the selection or evaluation took place, many institutions have experienced significant turnover at the board and/or staff level. Many stakeholders weren’t even part of the latest evaluation. For many foundations and endowments, this has led to waning confidence or growing uncertainty regarding the investment program’s approach (e.g., discretion, private markets). Further, many institutions wonder if their consulting partnerships are optimal, given the evolved marketplace. In light of these challenges, the ability to oversee and enhance your institution’s investment program is paramount and can have a material impact on the institution’s success as we look ahead.

This webinar, led by North Pier Search Consulting, will provide expert guidance on investment program oversight that will help enhance your endowment or foundation’s processes, partnerships, and likely performance over the coming decades.

What You Will Gain:

• Awareness of common areas for improvement in governance, investment strategy, and partnerships, garnered from North Pier’s work with higher education institutions and foundations. Presenters will discuss several case studies and their results.
• Insights into common gaps and blind spots (e.g., benchmark effectiveness and objectivity, communication breakdowns, strategy ownership) found in even the most successful consultant and OCIO partnerships.
• Practical solutions, including tools, policies and procedures, expert resources, and oversight cadence recommendations. From identifying common pitfalls to highlighting best practices, our session will equip you with the knowledge to navigate the complexities of investment oversight, strengthening the strategic direction of your procedural prudence.
• Confidence to meet your fiduciary oversight responsibilities while stewarding your investment program effectively into the future.

This webinar is more than an information session. It will offer a practical toolkit to help you create and maintain a framework of best practices for ongoing oversight and stewardship of your foundation or endowment.

Speakers:

Jim Scheinberg, managing partner, North Pier Search Consulting
Gregory Metzger, Search Practice leader, North Pier Search Consulting