Finance & Banking · Investment Management

Endowment Crisis at the Arquidiócesis

Eight weeks to recommend a new financial architecture for a 142-parish Costarian archdiocese facing donor decline, an underfunded clergy pension, and a Catholic university about to breach bond covenants.

3 rounds MBA & Masters English, Español

Preview

About this simulation

Eight weeks to recommend a new financial architecture for a 142-parish Costarian archdiocese facing donor decline, an underfunded clergy pension, and a Catholic university about to breach bond covenants.

The participant sits in the Vicar General CFO seat, applies UPMIFA prudent-spending and the Yale model under canon-law constraints, builds a hybrid recommendation, and defends it across three constituents before the Friday Finance Council vote.

Who it is for

An intermediate simulation for participants who already know the core concepts of the subject, designed for master's and MBA programmes.

How a session runs

  1. The instructor creates a session from the Eureka dashboard and invites the participants.
  2. Participants play 3 rounds. In each one they submit their decisions and the simulation calculates the results.
  3. The simulation can be run in English, Español.
  4. The instructor follows each participant's progress and results from the dashboard, and uses the class results for the debrief.

Decisions participants make

The decisions participants make during the simulation:

  • Spending Rate (% of trailing-3yr corpus)
  • Equity Allocation (%)
  • Centro Pastoral Sale (USD millions)
  • Annual Operating Cut (USD millions)
  • Universidad Subsidy Approach
  • Defence to Archbishop Aguirre-Cerdán
  • Defence to Sr. Esquivel-Belaúnde
  • Defence to Padre Iturrizaga-Mendoza

What participants track

What participants follow on screen as the rounds go by:

  • Coalition State
  • Your Recommendations
  • War-Room Log

Subjects covered

Designed for courses in Investment Management.

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