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University of North Carolina at Charlotte Endowment Fund

Name: University of North Carolina at Charlotte Investment Fund (UNCCIF)

Assets Under Management: $1.5 Billion (Source: University of North Carolina at Charlotte on 6/30/2013)

Annual Report: The University of North Carolina ate Charlotte Financial Statement Audit Report for the Year Ended June 30, 2014

Portfolio Insights: “Net investment in capital assets represents the University’s equity in property, plant, and
equipment owned by the University.

The University’s financial position remains strong and net position grew by $27.5 million to $957.3 million during fiscal year 2014, a 3.0% increase over prior year net position, due to effective institutional planning and continued support from the State to meet the educational needs of the Charlotte region.” (Source)

Our team, the Endowment Fund Association (EFA) and is the #1 community and most visited website dedicated to endowment fund professionals.  We provide endowment funds with buy-side co-investment and direct investment deal origination services, outsourced chief investment officer selection help,  and also provide Endowment 500 research and Endowment Database Solutions.

Top University of North Carolina at Charlotte Endowment Fund Headlines:

1) Endowment funds are pooled and invested by managing agents with highly diversified portfolios designed for both current earnings and long-term growth to ensure the continued support of the purpose designated by the donor. The University of North Carolina at Charlotte Investment Fund (UNCCIF) is a separate non-profit corporation organized exclusively to invest endowment funds for the support of the University and its affiliated organizations. (Source)

2) A native of Oakland, California, Philip L. Dubois attended the University of California, Davis, where he graduated in 1972 with an undergraduate degree in political science, earning election to the Phi Beta Kappa and Phi Kappa Phi honor societies. He then earned master’s (1974) and doctoral (1978) degrees in the field from the University of Wisconsin-Madison. Dubois began his academic career in 1976 at the University of California, Davis.

Over the next 15 years, he rose through the faculty and administrative ranks to full professor and held various administrative posts, including associate vice chancellor for academic affairs. In 1991, Dubois was recruited to UNC Charlotte, where he spent the next five and a half years as provost and vice chancellor for academic affairs. Dubois was credited with drafting a strategic academic plan, leading the development of the university’s first comprehensive campus-wide plan for information technology, and initiating programs to better serve nontraditional adult students. Under his leadership, UNC Charlotte also planned and launched its first doctoral programs. (Source)

3) The University of North Carolina at Charlotte on Thursday will announce what it’s calling a significant gift to its motorsports engineering program. The same donor plans a give to the engineering program at the University of Wisconsin-Milwaukee.
UNC Charlotte Chancellor Philip Dubois and NASCAR race team owner Felix Sabates are joining in the announcement at Lowe’s Motor Speedway in Concord. The announcement comes as the speedway begins a weekend of NASCAR racing. (Source)

4) Northwestern Mutual Executive Vice President and Chief Investment Officer Ronald P. Joelson will share his insights with UNC Charlotte students on Thursday, November 13 from 12:15 to 2:00 pm in the Student Union (Room 340 GHI – 3rd floor).

As Executive Vice President and Chief Investment Officer,  Ronald. P. Joelson oversees management of the company’s $174.0 billion general account investment portfolio, which supports the company’s surplus and its insurance and annuity products. Joelson is responsible for the company’s three investment subsidiaries: Mason Street Advisors, LLC; Northwestern Mutual Capital, LLC; and Northwestern Mutual Real Estate Investment, LLC. Prior to joining Northwestern Mutual, he served as Chief Investment Officer of two global insurance companies: Genworth Financial and Prudential Financial.

This event is co-sponsored by the Belk College of Business, Gamma Iota Sigma, and the Student Center for Professional Development. Lunch will be provided for students who pre-register for the event. (Source)

5) The mission of the UNC Charlotte School of Social Work is to prepare competent social workers and promote community well-being and social justice through teaching, scholarship, and service with special attention to vulnerable populations. (Source)

About Richard C. Wilson