Fall 2012 MBA Course

B9301-172: Institutional Investing and Endowment Management

T - B Term, 04:00PM to 07:15PM

Location: URI 330

Instructor: Rosalie Wolf

Prerequisite(s): B6302

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This course examines major issues and themes in overseeing tax exempt portfolios, primarily for endowments and foundations, and to some extent, pension funds;  topics will include comparisons with principles underlying wealth management for individuals and family offices,

Key topics include: designing an effective governance structure for the institution; formulating investment policy; managing risk versus return; creating and/or adjusting a diversified portfolio; selection and assessment of specialty investment managers; the impact of globalization on investment management; the role of active versus passive management;   and staffing models (e.g. internal team versus outsourcing).  Some investment background /basic coursework required.


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Rosalie Wolf

Adjunct ProfessorRosalie J. Wolf is Managing Partner of Botanica Capital Partners, LLC, which provides investment consulting services to institutional investors, family offices and fund managers. She has frequently consulted to boards and families on governance and oversight of endowments and investment pools, and has helped organizations to strengthen internal investment activities or shift to outsourced services. Ms. Wolf is also a member of the Brock Capital...

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