Calendar

Mar 10

Twin Cities Downtown Luncheon with Chief Investment Officer Jason Matz

Carleton Downtown Luncheon with Chief Investment Officer Jason Matz

Tuesday, March 10th, 2015
11:30 am / U.S. Bank Plaza, Fredrikson & Byron
map of Twin Cities Downtown Luncheon with Chief Investment Officer Jason Matz

200 S. 6th Street, 40th Floor, Minneapolis, MN

The Twin Cities Carleton Club Invites You to a

Downtown Luncheon with 
Carleton's Chief Investment Officer Jason Matz
Tuesday, March 10, 11:30 a.m. - 1:00 p.m

U.S. Bank Plaza
Fredrikson & Byron, 200 S. 6th Str., 40th Flr., Mpls.
Hosted by Keith Libbey '59

Investing for Education: 
Carleton's Endowment and Managing the College's Financial Future

The endowment is the financial cornerstone of Carleton's excellence, but what does that really mean? How do endowments work, and how do we compare to our peer schools? How is the endowment funded, and what is done with the spending drawn from the fund? How is the endowment managed?

In this presentation, Carleton's Chief Investment Officer Jason Matz will cover the basics on what an endowment is and how Carleton's is used to support the mission of the College. Jason will share insight into how Carleton approaches endowment management, how the Investment Office selects and manages investments, and how investment strategy has evolved. You will also have a chance to see how Carleton's endowment compares to those of our peer schools, and what that means for the College. 

Cost: $10 (includes lunch)

Questions? Contact the Office of Alumni Relations at alumni-office@carleton.edu or 800-729-2586.

Sponsored by Twin Cities Carleton Club. Contact: Emily Muirhead McAdam, Alumni Relations Office