Wake Forest University Endowment Overview

  • Type
  • Endowment
  • Professionals
  • 10
Professionals
  • AUM
  • 00.00
  • Commitments
  • 1

Wake Forest University Endowment General Information

Description

Wake Forest University manages an endowment fund which is based in Winston-Salem, North Carolina. The university's pooled endowment is established for a variety of purposes including both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. The university has adopted investment and spends policies for endowment assets which support the objectives of optimizing long-term returns and provides a sustainable level of endowment income distribution to support the university's activities through the annual operating budget while preserving the real purchasing power of the endowment. The university's primary investment objective is to maximize total return within reasonable and prudent levels or risk while maintaining sufficient liquidity to meet disbursement needs. The assets of the fund are managed by the board of trustees.

Contact Information

Website
www.wfu.edu
Commitment Size
00000
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Endowment
Primary Contact
00000 00000000
Title
Vice President of Finance
Email
00000000@000.000
Phone
+0 (000) 000-0000
Primary Office
  • 1834 Wake Forest Road
  • Winston-Salem, NC 27109
  • United States
+1 (336) 000-0000

Wake Forest University Endowment Commitments (1)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
00000000 00000 0000 000 Schroder Adveq Management Zurich, Switzerland 2014 00000 0000-00-00 000
To view Wake Forest University Endowment’s complete commitments history, request access »
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Wake Forest University Endowment Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Wake Forest University Endowment Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Wake Forest University Endowment Team (20)

Name Title Office
Nathan Hatch Ph.D President Winston-Salem, NC
Marnie Matthews Assistant Vice President for Finance and Controller Winston-Salem, NC
Cheryl Walker Associate Director of Media Relations Winston-Salem, NC
Kevin Cox Director, Crisis Communications and Community Relations Winston-Salem, NC
John Williard Executive Winston-Salem, NC
You’re viewing 5 of 20 team members. Get the full list »

Wake Forest University Endowment Board Members (7)

Name Representing Role Since
Gerald Roach JD Self Chairman of the Board 000 0000
Herman Eure Wake Forest University Endowment Vice Chairman 000 0000
Matthew King Wake Forest University Endowment Vice Chairman 000 0000
Michael Travis Wake Forest University Endowment Board Member - Tech, Solutions Industry and M&A Advisory 000 0000
You’re viewing 4 of 7 board members. Get the full list »