Colleges & Universities Teleconference: Endowment Funds: Coping with the Changing Environment

October 31, 2008 – October 30, 2008
Timothy W. Diggins
Leigh R. Fraser

Endowment fund managers are dealing with the most challenging environment in memory. Three Ropes & Gray lawyers who advise managers across the country will update you on the most important new developments, suggest steps you should be taking right now, and answer your questions. Topics to be covered include:

  • Steps to protect endowment assets
  • Frequently asked questions regarding the short sale reporting rule
  • Impact of the crisis on the securities lending and repurchase agreement markets
  • Effects of market decline on asset allocation
  • Effects of credit crisis on investment pace, fund size, management fees, and expected returns
  • Effects of recent events on hedge fund industry (consolidation, loss carryforwards, and the end of deferral)
  • Sectors that may be promising in the near future (financial services, others?)
  • Effect of the government's capital infusion to major banks
  • Q and A