Trusteeship Podcast Episode 28: Endowment Management for Higher Education


Aired: May 17, 2022

AGB recently released the second edition of Endowment Management for Higher Education. Since the first edition was published in 2017, the COVID-19 pandemic provided a quick stress test for endowments. In this podcast, AGB’s Executive Director of Philanthropic Governance David Bass discusses with Nikki Kraus, coauthor of the publication and Chief Client Officer of Strategic Investment Group, and Horacio Valeiras, Chief Executive Officer of Frontier Global Partners and a member of the Virginia Tech Board of Visitors, how the environment in which investment committees operate today is different from the prepandemic era and some of the most important lessons learned in recent years.

Endowment Management for Higher Education, Second Edition


David Bass

David Bass serves as AGB’s Executive Director for Philanthropic Governance, providing thought leadership on board governance and leadership best practices that relate to philanthropy in higher education. He oversees the development of programs and resources supporting institutionally related foundation boards, institutional governing boards, and others senior staff and volunteer leaders of higher education fundraising and stewardship. David previously served as AGB’s director of foundation programs and research.

Nikki Krauss

Nikki Kraus, CFA, is the Chief Client Officer of Strategic Investment Group. She is responsible for developing and optimizing client relationships and driving the firm’s marketing strategy. She also serves as a member of Strategic’s Board of Managers. She has 27 years of experience in the outsourced chief investment officer industry having most recently served as Director of Institutional Business at Hirtle, Callaghan & Co. Nikki is the coauthor of Endowment Management for Higher Education, a publication released by AGB, the latest edition of which was published in February 2022.

Horacio Valeiras

Horacio Valeiras is the Chief Executive Officer of Frontier Global Partners. A former chairman of the Virginia Tech Foundation Board, he is a member of the Board of Visitors of Virginia Tech and also serves on the boards of directors for the San Diego Foundation, the Scripps Research Institute, and InHand Electronics. He is a former member of the Board of Directors of AGB.

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