It’s always valuable to compare notes with your peers.

AGBIt’s priceless when the session is customized with raw data to fit your exact profile and facilitated by the Association of Governing Boards of Universities and Colleges (AGB). Join one of our interactive discussions to compare notes with organizations like you. We will cover topics that are the focus of our joint study with AGB, including: 

  • Foundation operations
  • Inflation and return expectations
  • Spending policies and unspent distributions
  • Investment management
  • Governance

We are holding custom sessions to extract insights relevant to you and your peers by asset size. Choose a session that is right for you.

Endowments from $100-$500 million

When: Tuesday, June 28
Time: 1:00 p.m. ET
Where: Online

Register today 

Endowments under $100 million

When: Wednesday, June 29
Time: 1:00 p.m. ET
Where: Online

Register today 

Endowments over $500 million

When: Wednesday, June 29
Time: 2:00 p.m. ET
Where: Online

Register today 

Speakers

MJ Bobyock

Mary Jane Bobyock, CFA
Managing Director
Nonprofit Advisory Team
SEI Institutional Group

David Bass

David Bass
Executive Director

Philanthropic Governance
AGB

Frank Wilkinson

Frank Wilkinson
Managing Director
SEI Institutional Group

AGB and SEI Research Study

How foundations manage investment and operational practices

AGB and SEI partnered on a research study looking at the current landscape of institutional foundations.

Get the study
AGB & SEI Poll

Legal Note

Information provided by SEI Investments Management Corporation, a registered investment adviser and wholly owned subsidiary of SEI Investments Company. For Institutional Investors Only. Not for Public Distribution.

AGB is not affiliated with SEI or its subsidiaries. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.