The three members of the Bucknell Investment Office visited the SMIF to discuss their management of the University’s endowment. Students were joined by John Luthi, the Director of Investments for the school and a 2004 Bucknell graduate. In his role at the University, Mr. Luthi is responsible for managing the University’s endowment, which entails research, developing investment strategies, performing due diligence on investment managers, asset allocation, as well as monitoring portfolio performance and risk. Also visiting were Derek Varner, who joined Bucknell in 2015 as the Associate Director of Investments, and Angela Motto, who assists with investment and cash management, investment performance reporting, and conducts research and implementation of special investment products as the school’s Investment Operations Analyst.
While visiting the class, the three discussed the responsibilities associated with each of their roles and the unique challenges of managing a university endowment with distinct requirements for cash outflows. They were also briefed on the progress of the SMIF and some of the key decisions made in recent months by students.