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Loyola University of New Orleans Endowment
Loyola University of New Orleans chartered in 1912 as a Jesuit institution, building an endowment that now steers both restricted and unrestricted funds for...
Loyola University of New Orleans Endowment
Loyola University of New Orleans chartered in 1912 as a Jesuit institution, building an endowment that now steers both restricted and unrestricted funds for the university. Trustee leadership includes Ryan Haas of Iron Point Partners as board chair and Lisa Baudot, CIO of Pan-American Life Insurance Group, linking investment oversight to local institutional capital. Asset allocation spans private equity, real estate, hedge funds, and venture capital, with confirmed stage coverage from angel to buyout. The portfolio reports activity in distressed and turnaround situations, infrastructure, and mission-related investing. Confirmed positions target North America across climate technology, energy transition, agrifood, mobility, and media. The university holds direct interests in campus assets including its St. Charles Avenue main campus, residence halls, and the Broadway Campus commercial property. A student-managed investment fund operates as part of the portfolio, granting undergraduate participants live capital deployment experience. The endowment participates in the Association of Jesuit Colleges and Universities network of 27 US higher education institutions, creating pooled knowledge and potential co-investment channels alongside peer Jesuit endowments. The university also maintains the Loyola University New Orleans Foundation for philanthropic capital. The student-managed fund creates a pipeline of homegrown investment talent while the AJCU network supplies a structured co-investor community across 27 campuses — a sourcing and collaboration model distinct from typical single-campus endowments. Trustee oversight includes Michael Bell, a former Callan LLC executive, adding institutional consultant discipline to governance.
General information
Firm type
Endowment / Foundation
Year founded
1904
Location
Region
North America
Country
United States
City
New Orleans
Corporate office
New Orleans, LA, United States
Principals
Ryan Haas
Chair of the Board of Trustees
Dennis Lauscha
Trustee, Chair of the Audit Committee
Lisa Baudot
Trustee
Michael Bell
Trustee
Sector focus
Frequently asked questions
Who runs investment decisions at the Loyola New Orleans endowment?
A board of trustees, chaired by Ryan Haas of Iron Point Partners, oversees the endowment. Trustee Lisa Baudot brings CIO experience from Pan-American Life Insurance Group. The investment committee guides asset allocation, but the university has not publicly named a dedicated chief investment officer.
Does the endowment run a student-managed fund?
Yes. Loyola University of New Orleans operates a student-managed investment fund based in New Orleans. The program integrates hands-on capital deployment into the curriculum, giving students live portfolio management experience.
How does the endowment source investment opportunities?
The endowment draws on the Association of Jesuit Colleges and Universities network, which connects 27 US Jesuit campuses. Trustee relationships with firms like Iron Point Partners and Pan-American Life Insurance Group provide additional institutional access. Direct real estate holdings on the university's St. Charles Avenue and Broadway campuses represent internal asset management.
What investment stages does the endowment typically target?
The portfolio spans angel, early stage, growth, expansion, and buyout. The endowment also participates in distressed and turnaround situations, infrastructure, and special situations, according to Altss research.
Is there a separate foundation structure?
Yes, the Loyola University New Orleans Foundation operates alongside the endowment. The foundation handles philanthropic capital, while the endowment manages restricted and unrestricted funds for university operations.
Which sectors does the endowment explicitly target?
Confirmed sector focuses include climate technology, energy transition and renewables, agritech and food technology, mobility and transportation, and media and entertainment. These represent the disclosed active investment themes, per Altss research.
Does the endowment commit to external funds or invest directly?
Both. The allocation includes private equity and hedge fund commitments alongside direct real estate holdings in campus properties and direct venture investments. The student-managed fund may also deploy capital directly into startups.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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