The Series

The NASP Institute & Professional Development Series

The NASP Institute will house the career development, research, and executive coaching arms of NASP. Currently, our Women's Forum, Mentor's Luncheon, and NASP Collegiate are housed within the Institute.

The NASP Institute is a 501 (c ) 3 initiative within the NASP Foundation. Contributions to the Institute are tax-deductible to the extent allowed by law.

For more information about the Institute, please contact Marshay Hall, Director of Programs and Communications, at mhall@nasphq.org.

These two tracks are an integral part of the NASP Annual Pension & Financial Services Conference that takes place every June. The last Pension & Financial Services Conference took place in Chicago on June 14 - 17, 2020.

The NASP Institute (TNI)* is a robust educational forum exclusively for members of the pension plan, foundation, and endowment community. The specific courses are designed to serve a wide range of skill levels and are in an instructional style format. In partnership with PFM Asset Management LLC, NASP is pleased to offer six (6) Finance CPE Credits for participation in The NASP Institute.

* Trustees and Plan Sponsor staff only

2019 Pension & Financial Services Conference TNI Learning Objectives:

  • List two key terms associated with finance jargon used by investment consultants, asset managers, and the media in traditional and alternative investments.
  • Identify ways to mitigate portfolio risk and volatility and determine how each asset class works together to maintain a balanced portfolio.
  • Incorporate the use of Environmental, Social, and Governance (ESG) factors into the investment and decision-making process, as well as recognize the benefits and challenges to ESG investing.
  • Recognize the current state of minority owned investment firms, and the economic and other trends impacting their growth and success.

Advanced preparation is not necessary. Attendees must currently serve as Trustees or Staff to an Institutional Fund or Family Office. Program levels are Intermediate and Advanced and are presented in a group-live format.

Professional Development Series (PDS)  features intensive hands-on learning experiences for early-mid-career and wealth management professionals. The sessions are designed to teach effective strategies to build leadership, communication and critical thinking skills as well as gain insight on emerging trends and business strategies.