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TIFF Roundtable: ‘What Fresh Hell is This? Lessons Learned by Nonprofits During the Pandemic’

TIFF Investment Management is a mission driven OCIO delivering excellence in investment performance. More broadly, TIFF’s mission is to hold events to discuss issues and provide access to exceptional thought leaders in endowment management to help give opportunities to share ideas and concerns with industry peers that you may experience on a day-to-day basis.

Recently, TIFF hosted a roundtable breakfast and networking event featuring Judith Durkin Freyer, CFA, Chief Investment Officer Emeritus of The Board of Pensions of the Presbyterian Church (USA), Valerie Martin, CPA, Chief Financial Officer of the Connelly Foundation, and Shane McAndrew, CFA, Chief Investment Officer of Villanova University. The discussion, moderated by Kane Brenan, CEO of TIFF, took the audience back to March 2020 at the onset of COVID-19 and how their nonprofit organizations managed enterprise, investment, and governance level challenges. We were excited to be back at this in-person event held at the Union League of Philadelphia.

Judith Durkin Freyer, CFA
Judy is the Chief Investment Officer Emeritus of The Board of Pensions of the Presbyterian Church (USA). Over her 30-year tenure she grew the boards assets for approximately $2B in 1988 to close to $11B when she retired in 2020. Judy has stayed extremely busy in her retirement serving as Director, Committee Member, and Chair of numerous nonprofit endowments and foundations including the Curtis Institute of Music, William Penn Foundation, The Library Company of Philadelphia, The Ministers and Missionaries Benefit Board, among others.

Ms. Freyer received a B.A. from Manhattanville College, an M.A. in economic history from the University of Pennsylvania, and an M.B.A. from Boston University.

Valerie Martin, CPA
Valerie joined the Connelly Foundation as CFO back in 2019. Previously, Valerie spent 15 years as CFO of the John Templeton Foundation. She is an active volunteer serving as Vice Chair and former Treasurer for the Alliance for Health Equity; Board Member and Treasurer of Let Freedom Ring; Audit Committee Chair and former Board Member for the Philanthropy Network of Philadelphia; Webinar Co-Chair for the Communications Committee; and former board member for the Foundation Financial Officers Group (FFOG).

Ms. Martin received a B.S. in Accounting from the Alfred Lerner College at the University of Delaware.

Shane McAndrew, CFA
Shane is the Chief Investment Officer of Villanova University. Shane was the first individual hired at Villanova to establish their dedicated investment office. Prior to Villanova Shane spent 7 years as Director of Investments at the Ludwig Cancer Research. He led their expansion into private global markets, as well as led their research effort in both traditional asset classes as well as alternatives.

Mr. McAndrew earned a B.S. in Finance from Fordham University. He is a member of the CFA Society Philadelphia at the CFA Institute.

Please contact for information about future events.

Volatile markets, growing complexity underscore demand for OCIO

Increasing complexity of assets. A need to move quickly to adjust to volatile markets and uncertainty. Those are just a few of the reasons why industry experts and consultants say demand for outsourced CIO managers will only continue to grow.

According to data compiled by Pensions & Investments, OCIO assets managed for institutional investors worldwide with full or partial discretion surged to about $2.66 trillion as of March 31, up 5.4% from 2021 and 86.1% from 2017.

Volatile markets, growing complexity underscore demand for OCIO