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Scott Thayer, CIMA®

Program Director, Investments & Wealth Institute

Scott 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.

Advanced Foundation & Endowment Consulting


Scott will present how to apply UPMIFA standards and the IWI Code of Professional Responsibility 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. Scott will also discuss trends in collaborative versus discretionary management, and an ethics-oriented, behavioral governance model for investment committee decision making.

 

September 10, 2020 

4:40 - 5:30 p.m.