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2 Sept 2008

Endowment Model Approach to Asset Allocation and Investment

100 Women in hedge funds is presenting Notre Dame's Scott Malpass to discuss how endowments approach investments and stay the course in these curious and uncertain times. The event is being held at the Chicago Mercantile Exchange in Chicago on September 4, 2008.

"Staying ahead of the curve is critical for endowments, as performance will affect future gifts and their ability to properly fulfill their obligations."

Scott C. Malpass is vice president and chief investment officer at the University of Notre Dame, responsible for investment of the University's endowment, working capital, pension and life income assets of almost $7 billion. The endowment of some $6.2 billion is the 14th largest in American higher education and the largest at a Catholic university.

Having served as chief investment officer since 1989, Mr. Malpass works closely with the investment committee of the University's Board of Trustees in partnering with the most sophisticated investment management organizations throughout the world. The portfolio is widely diversified, with one of the highest allocations to alternative assets within the endowment community, and has accomplished top tier investment performance over both short and long-term time periods.

For the fiscal year ended June 30, 2000, the endowment returned a record 57.9 percent, the highest return for any American university and the subject of extensive media coverage in The Wall Street Journal, The Chronicle of Higher Education, U.S. News & World Report, The New York Times, and on CNBC. The University is recognized for its leadership in international, private capital and alternative investing, and its philosophy of building relationships with leading edge investment management firms and identifying niche investment opportunities that provide opportunities for superior investment performance.

Mr. Malpass is one of 12 leading chief investment officers profiled in the book Foundation and Endowment Investing: Philosophies and Strategies of Top Investors and Institutions, written by Lawrence E. Kochard and Cathleen M. Rittereiser and published by John Wiley and Sons in December 2007.

100 Women in Hedge Funds serves over 8,000 alternative investment management investors and practitioners through educational, professional leverage and philanthropic initiatives. Since its first session in 2002, 100 Women in Hedge Funds has hosted more than 150 events globally.

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