Back to ACE

Scott Thayer, CIMA®

Program Director, Investments & Wealth Institute

Scott Thayer, CIMA®, is program director for the Investments & Wealth Institute Endowments & Foundations online course, a past chair of the Institute Board of Directors, and also serves as practitioner faculty for the Certified Investment Management Analyst®(CIMA) certification program at the University of Chicago Booth School of Business and the Yale School of Management. He’s recently retired from his role as institutional consulting director at Graystone Consulting and has been named one of Barron’s top 30 institutional consultants.

Workshop 18: Advanced Foundation & Endowment Consulting - Spending, Risk and Regulation

Join consulting this veteran, and Yale School of Management CIMA education program faculty for an exploration of advanced topics covered in the new IWI Endowments & Foundations Consulting course. The presentation will discuss how to apply UPMIFA standards to institutional clients, and focus on the consultant’s obligations to deliver sustainable spending policies and apply prudent risk management, while monitoring the performance against a risk benchmark. The presentation will also discuss trends in collaborative versus discretionary management, and an ethics-oriented, behavioral governance model for investment committee decision making.

Tap into New Business with Endowments & Foundations

The Investments & Wealth Institute’s Endowments & Foundations Consulting course is designed for capturing the underserved opportunities in the $50M+ not-for-profit landscape. Developed by best-in-the-industry experts, the course is a step-by-step action plan for institutional consultant.

  • Investment Policy Development

  • Performance Measurement and Attribution

  • Risk Management

  • Manager Search and Selection

  • Portfolio Construction

Friday, May 29, 2020

1:30 – 2:30

3:40 – 4:10 p.m.