Endowments - The Most Fun Channel!

What is an endowment?

• A Big Pile of Cash

• Pool of assets controlled by the President to meet the needs of the endowment

• Perpetual pool of assets to meet the mission of a nonprofit organization

• A private equity fund

What is the purpose of an endowment?

• Pay down debt

• Hire staff

• Invest for the future

• Fundraiser for grants

What happens to endowment money?

• Donated or invested

• Lost overtime

• Keep in gold bars in the CIOs office

• Spent at investment staff discretion

Which Ivy League School has the largest endowment?

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Who is our longest standing E&F client?

• MIT

• Yale

• Vincent Memorial

• MA Audubon Society

Which endowment client saved the firm in 1977?

• Beth Israel Lahey

• Northwestern

• Notre Dame

• MIT

How many endowment clients does Wellington have?

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Which endowment has the highest 10-year return?

• Yale

• Bowdoin

• Stanford

• MIT

What asset class is favored by nonprofits?

• Fixed income

• Public equities

• Real estate

• Alternatives

How big is the US Endowment market?

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• $2 trillion

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