The University of Notre Dame Investment Office will welcome financial leaders from Catholic institutions to a Catholic Endowment Management Conference June 7 to 9 (Tuesday to Thursday) on the Notre Dame campus.
Led by Scott C. Malpass, Notre Dame’s vice president and chief investment officer, and senior members of the University’s investment team, the conference will be a forum for Catholic institutions to discuss best practices in managing their long-term investment pools. Given the critical role of financial management in the future of many important Catholic initiatives, Malpass and his team designed the program to offer each institution several actionable ideas to enhance the management of their long-term financial assets.
“We have worked with various Catholic charities for many years assisting them with the management of their financial resources,” Malpass said. “We thought it would be a good idea to bring diocesan CFOs and other financial staff from smaller to mid-size Catholic colleges and universities, religious orders, and large Catholic high schools together to share some of the key principles and best practices of endowment management that have guided our work over the years and that are critical to long term success.”
When Malpass became Notre Dame’s chief investment officer in 1989, the endowment pool was $425 million in size. Through a commitment to sound investment planning, best practices and strong governance, the pool has grown to approximately $7 billion in size today, and has achieved investment returns in the top one percent of all institutional investors.
The conference will take place at the McKenna Hall Conference Center on Notre Dame’s campus. Sample topics for the conference will include key trends in the asset management industry, investment policy, governance, asset allocation, investment vehicle and manager selection, and selecting/managing investment consultants. In addition to Malpass, featured speakers for the conference include Notre Dame Head Football Coach Brian Kelly; Patricia A. O’Hara, professor of law in the Notre Dame Law School; and Jeffrey Slocum, president of Slocum & Associates, an investment consulting firm with significant experience working with Catholic funds. The Alliance for Catholic Education also is a sponsor of the conference.
More information and conference registration are available here.