Debt and Liquidity Principal Director - University of Kentucky
CFO - Indiana Wesleyan University
FIN 2235 Fundamentals of Higher Education Investments
Faculty: Sarah Simpson and Jeff Rayis
Course Description:
This course will explore the unique objectives and characteristics of operating and endowment investments programs in higher education. Participants will gain an understanding of the fundamental elements of each program, the key requirements of the related investment policies, and the current challenges of managing operating and endowment investment portfolios.
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