This session provides a comprehensive introduction to the core principles of institutional investing. Attendees will explore fundamental investment concepts, asset allocation strategies, the role of private investments, and best practices in portfolio construction and governance. The session will also cover how to interpret performance reports and key investment metrics, equipping participants with practical tools to support effective investment decision-making and oversight.

Learning Objectives

By the end of this session, participants will be able to:

1. Explain the foundational concepts of risk, return, and diversification in institutional portfolios.
2. Describe the asset allocation process and its impact on long-term investment outcomes.
3. Identify the unique characteristics and risk considerations of private investments within a diversified portfolio.
4. Interpret key performance metrics and reports to evaluate portfolio results and support governance responsibilities.

About Our Speaker
This webinar is hosted by the FAOG Investment Practices Committee and features Tapan Gandhi, CFA with Cambridge Associates.

Tapan Gandhi is a Managing Director and Private Investment Specialist for the Endowment & Foundation Practice at Cambridge Associates. Tapan joined Cambridge Associates in 2019 and has more than 25 years of business and investment experience. In his role, he leads private investment manager idea generation and oversight. He also serves as an advisor to the Great Lakes Impact Investment Platform and as a Board member for the Virginia Council of Economic Education.

Prior to joining Cambridge Associates, Tapan raised and deployed a mid-market private equity fund, led strategy and corporate development for Lehman Brothers in India, led deals in Capital One’s mergers and acquisitions group, and formulated growth strategies for Fortune 500 companies while at Strategy& (formerly known as Booz & Co.). Tapan received his MBA from Yale University. He also received both his Masters in Management Studies and his Bachelors in Commerce from Mumbai University. He is a CFA® charterholder.

1.0 CPE Credit Pending. In order to be awarded the full credit, you must respond to the polling questions asked during the program and complete the evaluation form afterwards.

FAOG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.