Episode 4 – Higher Education and COVID-19: Part 2 — With Bruce Laning

Managing endowments at higher education institutions regularly includes uncertainty and challenges. 

Now this seems more true than ever.

In part two of their mini-series on higher education, Bob DiMeo and Devon Francis join Wealthspire’s Bruce Laning. As the chair of the Valparaiso University endowment investment committee, Bruce discusses the challenges endowment committees are dealing with in today’s environment and how they plan to overcome them.

In this episode, you will learn:

  • How Valparaiso’s endowment portfolio has evolved over the years
  • Views on active and passive endowment management
  • What makes for a good investment committee 
  • How Bruce helps committee members stay aligned with long-term goals 
  • And more!

Listen now to learn about endowment committees and the challenges they’re facing in the current environment! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Bruce Laning | Valparaiso University Endowment | FREE GUIDE: 6 Tips to Managing Nonprofit Investments