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Cambridge Associates Trustee Training Program

Cambridge Associates
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Date(s) - October 30, 2024 - November 6, 2024
3:00 pm - 4:30 pm

The Trustee Training Program is virtual and offered free of charge to both clients and non-clients twice a year. It is specifically designed to help new, current, or potential trustees learn about the role of trustees in the investment process. It is an entry-level course for those seeking to learn the basics or wanting a refresher on the fundamentals of the job and how to do it well.

The program will provide practical tools, examples, and case studies to orient fiduciaries to the role of investment committee member. The goal is to expand participation in endowment governance and access to information about effective practices. The program will take place over two 90-minute virtual sessions led by three of Cambridge Associates’ investment practitioners: Celia Dallas, Mark Evans, and Tracy Filosa.

Space is very limited. Please register HERE to reserve your spot in the program. Contact Hillary Ribaudo with any questions.

Session One: October 30 from 3:00-4:30pm EST

  • Role of the Fiduciary
    • Roles of governance and management
    • Cadence of the investment committee and board
    • Role of the portfolio, long-term capital
    • Investment policy
    • Mission-alignment, enterprise considerations

Session Two: November 6 from 3:00-4:30pm EST

  • Diversified portfolio policy and construction
    • Investment policy
    • Asset classes
    • Risk and return
    • Liquidity
    • Evaluating performance, policy, implementation