Yes, University endowments, heavily reliant on alternative investments that have had the stuffing kicked out of them lately, have taken it on the chin. Still, don’t worry about the University of Virginia. They have things totally under control. No, seriously. Their soothing Lehman Letters should wash all your worries away.

The open letter to the UVa community is the third issued by the University of Virginia Investment Management Co. in the last three weeks, but the first from company CEO Chris Brightman.
Brightman focused on the endowment’s long-term pool over the last year and how in the last four months those investments have lost roughly $1 billion. That equates to roughly a 21 percent loss in the endowment pool’s value from October 2007 to October 2008, Brightman wrote.
“To be sure, this is a startlingly large loss,” Brightman wrote. “When put into appropriate context, however, it starts to seem less disturbing.”
Brightman noted that while the endowment pool lost $1 billion recently, it grew $1.6 billion between June 2005 and June 2008, leaving the pool $600 million ahead, or at roughly $4.1 billion overall.

We have intensely enjoyed the various version of Lehman Letters that the crisis has been presenting us. Someone should put a “Dear Investor” collection up somewhere. Letters on a time-line set next to the net worth of the entity at the time could develop into a very entertaining exhibit at MOMA. Extra points if each instance of “sufficient liquidity” or derivation thereof is highlighted.
University endowment firm insists strategies sound [The Daily Progress]

Comments (17)

  1. Posted by guest | December 4, 2008 at 9:46 AM

    didnt read, too UVA

  2. Posted by guest | December 4, 2008 at 9:58 AM

    Traders don’t lose money; endowments do.

  3. Posted by guest | December 4, 2008 at 10:18 AM

    C’mon this piker is not even Ivy League. You gotta be Ivy to post a REAL loss !

  4. Posted by guest | December 4, 2008 at 10:29 AM

    Washington and Lee is THE University of Virginia

  5. Posted by guest | December 4, 2008 at 10:39 AM

    Hey -= don’t all of these execs get health care and benefits? I bet they are better than what the UAW workers get.
    http://yourmortgageoryourlife.wordpress.com/2008/09/23/liars-and-the-lying-lies-they-are-telling-you/
    How come we are not concerned about how much their benefits cost when we bail them out with an $8.5 Trillion give-away, but we give UAW workers a hard time for their benefits when they only need a $25 Billion Loan?

  6. Posted by guest | December 4, 2008 at 10:53 AM

    To make matters worse UVAla got their ass beat in basketball by Liberty University. As in Jerry Falwell’s school. Their football team sucks and the president (board member of Wachovia)walks around as if he his mainlining valium.

  7. Posted by guest | December 4, 2008 at 10:58 AM

    EP – I think the Dear Investor collection is a great idea. Sounds like the ball (and the letters) are in your court, though. I’m too busy collecting cans and bottles out behind the Shop Rite.

  8. Posted by guest | December 4, 2008 at 11:26 AM

    VMI is better than Washinton and Lee.

  9. Posted by guest | December 4, 2008 at 11:34 AM

    Oh no not the commonwealth

  10. Posted by guest | December 4, 2008 at 12:54 PM

    i almost went to VMI, but then i didn’t.

  11. Posted by Debter | December 4, 2008 at 12:58 PM

    Summary of Bond Offering
    $600,000,000* MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REV
    HARVARD UNIVERSITY ISSUE, SERIES 2009A
    Issuer: Massachusetts Health and Educational Facilities Authority
    Par Amount: $600,000,000
    Maturity Dates: November 15
    Structure: Serial Bonds (2014-2023) and Term Bonds (2028, 2033 & 2036)
    Bookrunning Managers: J.P. Morgan (Lead), Morgan Stanley
    Senior Managers: Loop Capital Markets, Goldman Sachs
    Co-Managers: Barclays Capital, Citi
    Security: General obligation of the University
    Expected Ratings: Moody’s: Aaa / Standard & Poor’s: AAA
    Use of Proceeds: A portion of the proceeds of the Bonds will be applied tocurrently refund certain portions of outstanding variable rate debt issued by the Authority on behalf of the University. The remaining portion of the proceeds of the Bonds will be used to pay the costs of issuance and for certain other eligible corporate purposes, including financing certain payments to
    be made by the University to terminate certain interest rate exchange agreements.
    Tax Status: Federal Tax-Exempt; Massachusetts Tax-Exempt

  12. Posted by guest | December 4, 2008 at 1:16 PM

    Perhaps those bastards in their ivory towers might have to learn to live in the real world for a change.

  13. Posted by guest | December 4, 2008 at 2:17 PM

    Chris Brightman came from a Chicago bond shop…perhaps he should have stayed w/ the long duration theme…either that or consider a name change to protect the innocent

  14. Posted by guest | December 4, 2008 at 2:17 PM

    Chris Brightman came from a Chicago bond shop…perhaps he should have stayed w/ the long duration theme…either that or consider a name change to protect the innocent

  15. Posted by guest | December 4, 2008 at 2:19 PM

    uva doesnt have ivory towers.

  16. Posted by guest | June 12, 2009 at 7:19 PM

    V.M.I. SUCKS!!!
    Their academic teaching is the worst.
    Their freshman class average is the lowest I’ve ever seen. They boast on small classes…fine institution…a bunch of hogwash.
    Go to Roanoke, W&L, Emory&Henry, Virginia Tech, UVA…anywhere BUT V.M.I. It is a cold unfriendly inhuman place. Tradition…my foot..VMI is the worst!!!
    Go anywhere else in the nation….you’ll be glad you did!!

  17. Posted by guest | June 12, 2009 at 7:19 PM

    V.M.I. SUCKS!!!
    Their academic teaching is the worst.
    Their freshman class average is the lowest I’ve ever seen. They boast on small classes…fine institution…a bunch of hogwash.
    Go to Roanoke, W&L, Emory&Henry, Virginia Tech, UVA…anywhere BUT V.M.I. It is a cold unfriendly inhuman place. Tradition…my foot..VMI is the worst!!!
    Go anywhere else in the nation….you’ll be glad you did!!

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