NACUBO ENDOWMENT-RELATED. Bringing you access to the largest and most influential audience of investment and finance professionals in higher education

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1 Bringing you access to the largest and most influential audience of investment and finance professionals in higher education NACUBO- Commonfund Study of Endowments NCSE RETURNS AND INVESTMENT OBJECTIVES ASSET ALLOCATION INVESTMENT POLICIES SOCIAL INVESTING DEBT FUND FLOWS RESOURCES MANAGEMENT GOVERNANCE 2017 With the most comprehensive finance content in print, online and live workshops NACUBO ENDOWMENT-RELATED CORPORATE OPPORTUNITIES 2019

2 NTSE OVERVIEW NACUBO-TIAA Study of Endowments The results of the new NACUBO-TIAA Study of Endowments (NTSE) will be released to the public in February CIOs, vice presidents for finance, and treasurers will turn to the NTSE for the most current information on higher education endowment investment performance, asset allocation, and related finance and governance issues. THE NACUBO-TIAA STUDY OF ENDOWMENTS INCLUDES: Returns and asset allocation, investments in domestic equities, fixed income, international equities, alternative strategies, and portfolio rebalancing Spending trends and special appropriations Gifts, donations, and underwater funds Cost of managing investment programs, professional staffing, and investment committees We invite you to participate in this vital industry study, gain recognition as a featured sponsor, and receive exposure to more than 800 institutions and a $536 billion market. Sponsors of the 2017 Study: Aon Snapshot Atlanta Consulting Group BNY Mellon Burgundy Asset Management Callan Associates Fiduciary Wealth Partners Goldman Sachs LCG Associates Mason Investment Advisory Services, Inc. Prime Buchholz Russell Investments WHAT: WHEN: WHO: HOW: NACUBO-TIAA 2018 Study of Endowments Results released in February colleges and universities--the majority of institutions with endowments Sponsorship Contact LaTosha McNeal, Senior Manager, Business Development at lmcneal@nacubo.org with questions 2

3 NTSE SPONSORSHIP 2018 NACUBO-TIAA Study of Endowments Sponsorship Opportunities Sponsoring the 2018 NACUBO-TIAA Study of Endowments (NTSE) exposes your company to hundreds of study users, as well as anyone searching for information about the results, and anyone within an organization that participates in the study or purchases a copy will have access to this important data. There is simply no more focused means of placing your firm before this unique audience. NACUBO- Commonfund Study of Endowments NCSE Will you support the NACUBO-TIAA Study of Endowments next year? RETURNS AND INVESTMENT OBJECTIVES ASSET ALLOCATION INVESTMENT POLICIES SOCIAL INVESTING DEBT FUND FLOWS RESOURCES MANAGEMENT GOVERNANCE 2017 See the ordering form at the end of the brochure to discover all the options available to maximize your exposure by supporting NACUBO s endowment-related opportunities. Contact LaTosha McNeal, Senior Manager, Business Development at lmcneal@nacubo.org with questions 3

4 EDMF OVERVIEW NACUBO Endowment and Debt Management Forum NACUBO hosts the annual Endowment and Debt Management Forum (EDMF) in New York City, February 13-15, More than 350 leaders and experts from the higher education community will focus on investment management and endowment issues at this event. Attendees network, participate in a dozen informational sessions, and meet with sponsors and exhibitors over two and a half days. The forum addresses the challenges faced by decision-makers in higher education investment management while providing premier opportunities for companies to interact with campus executives responsible for endowment management. The college and university professionals you need to reach attend this popular event. Attendees include university presidents, CIOs, treasurers, vice presidents for finance, and investment directors. Presenters and speakers are higher education and corporate investment experts from around the country. You won t find a better audience to join in order to address these important issues of education finance. Snapshot ENDOWMENT AND DEBT MANAGEMENT FORUM CALL FOR PRESENTATIONS The 2019 EDMF Planning Committee invites you to submit proposals for the forum. We seek dynamic, interesting, and thought-provoking presentations that will resonate with a diverse group of college and university chief financial officers, chief investment officers and their staffs. Visit the NACUBO website ( for more information about the forum and its Call for Proposals. The deadline for submitting a proposal is August 13, WHAT: WHERE: WHEN: WHO: HOW: Endowment and Debt Management Forum Marriott Marquis Times Square Hotel, New York City February 13-15, professionals in the higher education investment, finance, and endowment industry Sponsorship and exhibiting Contact LaTosha McNeal, Senior Manager, Business Development at lmcneal@nacubo.org with questions 4

5 EDMF SPONSORSHIP NACUBO Endowment and Debt Management Forum A limited number of firms are able to co-sponsor the 2019 Endowment and Debt Management Forum. Join these elite organizations to secure top-level access to the decision-makers who attend this premier event, as well as recognition throughout all aspects of marketing and promoting the forum. Will thousands of higher education finance professionals see that your firm supports the EDMF? Last year s sponsors included: evestment Graystone Consulting, a business of Morgan Stanley John W. Bristol & Co., Inc. Northern Trust U.S. Trust See the ordering form at the end of the brochure for details on how your company can support NACUBO s educational outreach in endowment and debt management. Contact LaTosha McNeal, Senior Manager, Business Development at lmcneal@nacubo.org with questions 5

6 EDMF EXHIBITING NACUBO Endowment and Debt Management Forum Exhibiting at the Endowment and Debt Management Forum highlights your company s expertise in the informationexchange process. Take your place in the exhibit area so that attendees can find you during breaks and social activities. Network with our guests and make valuable contacts that you can take back to your office. Share your organization s own information. There are limited spaces to exhibit at the Forum. Only 25 companies will be permitted to participate in the exhibitor program. Reserve your space while there is still time. Last year s exhibitors included: Aon Atlanta Consulting Group Breckinridge Capital Advisors Brown Advisory Commonfund evestment Fiduciary Investment Advisors Fund Evaluation Group LLC GlobeTax Graystone Consulting, a business of Morgan Stanley HSBC J.P. Morgan Asset Management John W. Bristol & Co., Inc. Mason Investment Advisory Services, Inc. Mercer Northern Trust Payden + Rygel PFM Asset Management LLC RiskFirst SEI TIAA US Bank U.S. Trust Vanguard Winklevoss Technologies Will you join firms such as these in supporting the Endowment and Debt Management Forum next year? See the ordering form at the end of the brochure for details on how you can get involved in all of NACUBO s endowment-related opportunities. Contact LaTosha McNeal, Senior Manager, Business Development at lmcneal@nacubo.org with questions 6

7 NACUBO 2019 Endowment & Debt Management Forum New York Marriott Marquis Hotel, 6 th Floor Foyer February 13-15, 2019 Meeting Rooms Meeting Rooms F o o d & B e v e r a g e Elevators all around F o o d & B e v e r a g e Escalators between floors Attendees will enter space from escalators and elevators 7

8 BUSINESS OFFICER MAGAZINE Each month 40,000 readers turn to NACUBO s flagship publication, Business Officer magazine, for the latest news and insightful information about the business and management of colleges and universities. Financial decision-makers at 2,200 institutions count on this award-winning magazine for expert advice on topics such as investments, strategic finance, and debt management. In the March 2019 issue of the magazine the focus is on the topic of higher education endowments and debt management. This issue provides a preview of the results from the latest NACUBO-TIAA Study of Endowments, highlights of the 2019 Endowment and Debt Management Forum, and related articles that provide in-depth coverage of the state of college and university investment. This issue is highly anticipated by college and university investment leaders, and shared with trustees, committees, and staff involved in managing higher education funds. Advertising in this special edition gets your message in front of the professionals involved in all aspects of college and university finance. The November 2019 issue of Business Officer will focus on planning and budgeting, with a special preview of the upcoming Endowment and Debt Management Forum. As with the March annual issue, the November editorial offers compelling articles and commentary on the fields of endowment and debt management and is a must-read for anyone working in these areas. Snapshot Will you join the other advertisers in supporting the March and November 2019 issues of Business Officer magazine? Check the ordering form at the end of the brochure to see how you can save by bundling your endowment-related products for maximum exposure to this valuable constituency. WHAT: WHEN: WHO: HOW: Business Officer magazine March and November 2019 issues dealing with the topic of college and university endowments 40,000 readers each issue Print advertising Contact LaTosha McNeal, Senior Manager, Business Development at lmcneal@nacubo.org with questions 8

9 BUNDLED PACKAGES Bundled Packages for VIP Companies in the Finance and Endowment Area Pick one of these special bundles to get premium access to NACUBO s audience of higher education investment decision-makers. Get in front of these college and university finance leaders through sponsorship, exhibiting, and advertising in each of these industry-leading projects. Your support across NACUBO s endowment product line shows your involvement in and support of the industry. Highlighting your company name, logo, and message across multiple platforms raises your company s profile while reinforcing your identity as a leading force in the investment world. ALL BUNDLES INCLUDE: Sponsorship of the 2018 NACUBO-TIAA Study of Endowments Sponsorship of the 2019 Endowment and Debt Management Forum Access to the 2018 NACUBO-TIAA Study of Endowments survey results for one individual One exhibit table at the 2019 Endowment and Debt Management Forum Recognition on the event webpage and in all promotional materials Acknowledgement in the forum program and on event signage Access to pre-conference list of registrants; one-time use of post-conference attendee mailing list Banner ad in the NACUBO mobile app PREMIER ACCESS $22,000 In addition to the above listed benefits, Premier Access supporters will receive: Two additional full registrations for all EDMF event functions (3 total) Full page ad in the March and November 2019 issues of Business Officer magazine Access to the 2018 NACUBO-TIAA Study of Endowments survey results for up to three individuals BLUE RIBBON ACCESS $15,500 In addition to the benefits listed above, Blue Ribbon supporters will receive: One additional full registration for all EDMF event functions (2 total) Full page ad in the March 2019 OR November 2019 issue of Business Officer magazine TOP ACCESS $11,750 Includes all of the benefits listed above. INDIVIDUAL PURCHASES NACUBO-TIAA Study of Endowments sponsorship, includes access to the study results for one individual $4,750 Exhibit table at the 2019 Endowment and Debt Management Forum, includes recognition on the event webpage and in all promotional materials, acknowledgement in the forum program and on the event signage, access to the pre-conference list of registrants and one complimentary full registration for all event functions $3,500 Full page ad in the March 2019 OR November 2019 issue of Business Officer magazine $5,500 Contact LaTosha McNeal, Senior Manager, Business Development at lmcneal@nacubo.org with questions 9

10 Contact LaTosha McNeal, Senior Manager, Business Development at with questions 10

11 AGREEMENT Yes, I want to support NACUBO s 2019 endowment-related opportunities! ALL BUNDLES INCLUDE: Sponsorship of the 2018 NACUBO-TIAA Study of Endowments Sponsorship of the 2019 Endowment and Debt Management Forum Access to the 2018 NACUBO-TIAA Study of Endowments survey results for one individual One exhibit table at the 2019 Endowment and Debt Management Forum Recognition on the event webpage and in all promotional materials Acknowledgement in the forum program and on event signage Access to pre-conference list of registrants; one-time use of post-conference attendee mailing list Banner ad in the NACUBO mobile app One complimentary full registration for all event functions PREMIER ACCESS $22,000 In addition to the above listed benefits, Premier Access supporters will receive: Two additional full registrations for all EDMF event functions (3 total) Full page ad in the March and November 2019 issues of Business Officer magazine Access to the 2018 NACUBO-TIAA Study of Endowments survey results for a total of three individuals BLUE RIBBON ACCESS $15,500 In addition to the benefits listed above, Blue Ribbon supporters will receive: One additional full registration for all EDMF event functions (2 total) Full page ad in the March 2019 OR November 2019 issue of Business Officer magazine TOP ACCESS $11,750 Includes all of the benefits listed above. INDIVIDUAL PURCHASES NACUBO-TIAA Study of Endowments sponsorship, includes access to the study results for one individual $4,750 Exhibit table at the 2019 Endowment and Debt Management Forum, includes recognition on the event webpage and in all promotional materials, acknowledgement in the forum program and on the event signage, access to the preconference list of registrants and one complimentary full registration for all event functions $3,500 Full page ad in the March 2019 OR November 2019 issue of Business Officer magazine $5,500 This information will be used for billing as well as for all promotional material. TOTAL $ Company Name (as it will appear on printed material) Contact Name / Title Address, City, State, Zip Website Signature Date Invoice Contact / Telephone / INQUIRIES LaTosha McNeal, Senior Manager, Business Development lmcneal@nacubo.org Contact Telephone / Payment for sponsorships will be refunded, less a $500 processing fee, if a written request for cancellation is received by NACUBO no later than 90 days prior to the event. Telephone cancellations will not be accepted. NACUBO will only honor cancellation requests whose receipt has been confirmed. Final payment is due 60 days prior for all bundles. No refunds will be made if the company cancels the contracted slot 30 days prior to the event or if the company fails to attend the meeting. If a company cancels 30 days prior to the event and has not already paid the fee, the company will be liable for paying the full cost to NACUBO.

12 NACUBO Exhibitor Guidelines I. In accordance with the following terms and conditions governing participation in the exhibiting portion of the NACUBO program identified above, the Exhibitor hereby makes application to participate, which when accepted by NACUBO, becomes a contract. II. For more information, see the regulations and reservation forms, which are attached and incorporated herein by reference. The program, facility arrangement, participant selection, and program content and format are the exclusive responsibility and property of NACUBO, which reserves the right to add, delete, or change any terms, conditions, regulations, and decisions pertaining thereto. 1. The National Association of College and University Business Officers (hereinafter NACUBO), an Illinois corporation, reserves the right to exercise its sole discretion on the acceptance or refusal of applications. 2. The exhibiting portion at the event identified above provides a forum for products and services either specifically designed for or related to the program s subject matter. Actively talking with program registrants and informing them of products and services is encouraged during exhibit hours. HOWEVER, EXHIBITORS MAY NOT MAKE SALES OR TAKE ORDERS IN THE EXHIBIT HALL OR WITHIN OTHER PROGRAM FACILITIES PROVIDED. This provision will be rigorously enforced. 3. Exhibitor agrees that NACUBO shall have the right to make such rules and regulations or changes as it shall deem necessary, and to amend them as needed. NACUBO shall have the final determination and enforcement of all rules, regulations, and conditions. 4. Cancellations must be directed in writing to NACUBO, 1110 Vermont Ave., NW, Suite 800, Washington, DC or by fax to or by to lmcneal@nacubo.org no later than January 12, A $500 administrative fee will be charged for all cancellations. In case of fire, transportation strike, acts of God, or any other causes beyond the control of NACUBO that prevent the holding of the program, this contract shall be void. 5. NACUBO or any of its officers or staff members will not be responsible for the safety of the property of the Exhibitor from theft, damage by fire, accident, or other causes. Neither NACUBO, nor any of its officers, agents, employees, or representatives, shall be held accountable or liable for, and the same are hereby released from accountability or liability for, any damage, loss, harm, or injury to the person or any property of the Exhibitor or any of its officers, agents, employees, or other representatives, resulting from theft, fire, or other cause. NACUBO will obtain insurance against any such damage, loss, harm, or injury. 6. Exhibitor hereby agrees to indemnify, defend, protect, and hold harmless NACUBO, its officers, employees, and agents from any and all claims, litigation, attorney fees, and losses of any kind or type, including losses or damages to persons or property resulting in whole or in part, from actions or in actions of the Exhibitor or any of its officers, agents, employees, or representatives. 7. Exhibitor, its employees, representatives, or agents may not bring or allow any articles to be brought into the hotel or any act performed on the hotel premises, nor shall they permit any actions by its employees, participants, or agents that will or may damage the property of the participating hotel. No signs, attachments, nails, screws, or other similar fasteners can be affixed to any parts of the said premises without written permission of the participating hotel and the NACUBO on site representative. 8. No activities shall be scheduled by the Exhibitor, its employees, agents, or representatives during the time of the official program without the express written permission of NACUBO. 9. Reservation fees cannot be prorated. The exhibitor fee for each program is applicable for each firm, per its current membership status at the time of this agreement. 10. Exhibitors that plan to conduct drawings or contests should advise NACUBO at least 21 days prior to the event and should describe the drawings or contests, including any prizes to be awarded, signs to be used, timing, and method used to determine awards. No prize should be valued at more than $500. In addition, no giveaway should cost more than $20. A NACUBO staff member will stop by each exhibit to verify this policy is enforced. 11. Exhibit space is limited to tabletop displays. Freestanding displays may be used if they can fit immediately in front of, or behind tablespace, or sit directly on the tabletop. Freestanding pull up displays may not be wider than 6 nor higher than 8 from the floor to the top of the display. Any displays that are wider than the table provided will not be permitted. Table size is approximately 6 x30. No part of an Exhibitor s display may encroach on common space or impede into another Exhibitor s area. NACUBO reserves the right to enforce display rules. Please see necessary hotel forms for electricity needs/ requirements/limits. All fees pertaining to hotel services, such as electricity, shipping A/V, etc., are the responsibility of the Exhibitor and will be billed to Exhibitor by the hotel or vendor assigned by hotel for such services. WiFi will be provided. All expenses relating to demonstrations or displays will be paid directly to the hotel by the firm needing the products or services. An exhibiting firm, agency, or any participant may disburse literature to program attendees only from the exhibit hall. Disbursement will not be permitted in the meeting rooms or registration area or any other communal areas other than the exhibit hall. NACUBO shall not be held responsible or liable for any lost, damaged, or stolen property from these activities. NACUBO encourages all participants to secure property at all times when the hall is closed. 12. Exhibitor assumes the entire responsibility and liability for losses, damages, and claims arising out of Exhibitor s activities on the hotel premises and will indemnify, defend and hold harmless the hotel, its agents, servants and employees from all such losses, damages, and claims. 13. In recognition of the common interests of all exhibitors and NACUBO in maintaining the appropriate standards of professional behavior during this meeting, no Exhibitor shall disrupt the meeting by interrupting a speaker, promoting the firm represented, or exhibiting other objectionable behavior. NACUBO reserves the right to determine when this condition exists, and to immediately prohibit said individual from further participation in any activities of the program at that location and in future locations. 14. This entire agreement and all provisions thereof are hereby incorporated in their entirety, and no provisions of any part hereof are intended or may become severable. Contact LaTosha McNeal, Senior Manager, Business Development at lmcneal@nacubo.org with questions 9/18/18 12