Endowment & Foundation Forum 2017

Seaport Boston Hotel & World Trade Center, Boston, MA
November 6, 2017 - November 7, 2017

46 days left

The 19th Annual Endowment and Foundation Forum will provide a forum for fluid exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle issues that are most germane to the nation's endowments and charitable foundations by examining critical investment topics, as well as highlight the need to align fiscal strategy with values and missions. Participants and delegates will speak on a range of issues, including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning. Our program will also address the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting industry sectors, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with trending investment strategies.
UNIQUE CONFERENCE FORMAT
This conference will feature dialogue driven panel discussions led by representatives of endowments, foundations, and consulting firms. In order to maintain the educational value of our events, we prohibit any use of PowerPoint presentations during panel discussions. *Only Standalone Speakers will be allowed to use PowerPoints during their presentation. All other PowerPoint Presentations can be added to our Mobile App by submitting a PDF/PPT document to an Opal Associate. Speakers must keep in mind the educational objective of this event. Speakers will NOT be allowed to market specific products or services during presentations.*

Current as of September 19, 2017

7:00am

Exhibit Setup / Registration Desk Opens

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.

7:00am

Networking Continental Breakfast

Sponsored by:

Ibanez Holdings, LLC

8:15am

Welcoming Remarks

8:30am

Economic Outlook for Endowments and Foundations

Panelist

Maciej Antosik, Vice President, Director of Finance, Auschwitz-Birkenau Foundation

Panelist

Ed Omata, Principal, Meketa Investment Group, Inc.

9:15am

Investment Officer Roundtable: Endowments and Foundations over $500 Million

  • Asset Allocation Strategies
  • The Importance of the Investment Committee
Moderator

Cathy Konicki, Managing Partner, NEPC, LLC

Panelist

John Townsend, Vice President, Treasurer, and Head of the Finance Committee, Altman Foundation

10:00am

Pinpointing Trends in Real Estate Investing

Moderator

Sasha Bernier, Senior Investment Analyst/Vice-President, Cheltenham Investments (SFO)

Panelist

Michael J. Acton, CFA, Managing Director, Research, AEW Capital Management, L.P.

Panelist

Alexander Leichtman-Levine, President, Horizon Real Estate Group

Panelist

TBA, Pembrook Group

10:45am

Standalone Presentation

11:15am

Standalone

David Lindahl, Owner, Ibanez Holdings, LLC

11:45am

Networking Refreshment Break

12:00pm

Standalone

TBA, U.S. Trust

12:30pm

Standalone Presentation

John Milne, CEO, JK Milne Asset Management

1:00pm

Networking Luncheon

2:15pm

Seeking Alpha in Today’s Fixed Income & Credit Markets

Moderator

Heather Myers, Partner, Aon Hewitt

Panelist

Tom Ball, Chief Investment Officer, Asper Foundation

Panelist

Frank Barbarino, Investment Officer, New York City Retirement System

Examining Risk Measurement to Risk Management

Moderator

Kevin Nichols, Senior Investment Management Consultant, The Forma Group – Morgan Stanley Wealth Management

Panelist

Max Giolitti, Chief Risk Officer, Verus

3:00pm

Investing in Private Equity & Venture Capital

Moderator

Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital

Panelist

Rosemary Sagar, CFA, CIO, Kingdon Foundation

The Art of Manager Selection and Due Diligence

  • When to hire and when to fire a manager
  • How do you identify talent?
Moderator

Bruce L. Graham, Vice President, CAPTRUST

Panelist

David Plants, Chief Investment Officer, Grace Cottage Foundation

Panelist

Andrew Parrillo, President & Founder, Newport Capital Advisers, Inc.

Panelist

Chris Solarz, Managing Director, Cliffwater LLC

3:45pm

Networking Refreshment Break

Sponsored by: 

JK Milne Asset Management

4:00pm

Impact Investing: Values Based Asset Allocation

Moderator

Tami Kesselman, Founder & CEO, TBL Alpha Advisory

Panelist

John Schaetzl, Senior Advisor, The Bill and Melinda Gates Foundation

Panelist

Noradeen Farlekas, CEO and Founder, Social Equity Investment Solutions

Panelist

Bruce Kahn, Portfolio Manager, Sustainable Insight Capital
Management

Panelist

Georges Dyer, Principal, Intentional Endowments Network

Navigating the Evolving Real Asset & Energy Market

This panel will examine the real assets and energy markets including, infrastructure, timber, precious metals, land mitigation, and oil and gas exploration, farmland, etc.

Moderator

Nina Streeter, Director, Asset Management, Abbot Downing

Panelist

Andrew Goldsmith, Head of Institutional Sales & Consultant Relations, Tortoise Capital Advisors

5:00pm

Trends in ESG Investment Strategies and SRI (Socially Responsible Investment) Strategies

  • What types of investment opportunities are available?
  • How do sophisticated investors incorporate SRI/ESG frameworks into their decision-making?
  • Must investors give up returns when making investments that have a positive impact?
Moderator

Kyle Johnson, Managing Director and Chief Investment Officer, CA Capital Management, Cambridge Associates

Panelist

Jameela Pedicini, Director, Asset Manager, Perella Weinberg Partners

Panelist

K. Thomas Liaw, Professor of Finance, St. John's University

Panelist

Carol Jeppesen, Senior US Network Manager, United Nations Principles for Responsible Investment (UNPRI)

Panelist

Kristine Pelletier, Senior Consultant, NEPC, LLC

Non-Correlated Asset Investing

Moderator

Jim Schnorf, Investment Committee, Eastern Illinois University Foundation

Panelist

Craig Thomas, Managing Director, Verger Capital Management LLC

Panelist

William Corry, Senior Managing Partner, Corry Capital Advisors

Panelist

TBA, Monashee Capital Partners

6:00pm - 7:00pm

Networking Cocktail Reception

Sponsored by:

U.S. Trust

7:00am

Networking Continental Breakfast

Sponsored by:

Pacific Ridge Capital Partners, LLC

7:30am

Registration Desk Opens

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.

7:50am

Opening Remarks

8:00am

Keynote Presentation

8:30am

Investment Officer Roundtable: Endowments and Foundations up to $500 million

Hear from Investment Committee members of the nation’s greatest organizations with under $500 million in AUM. What makes them unique from their larger counterparts?

Moderator

Sebastian Grzejka, Senior Consultant, NEPC, LLC

Panelist

Thomas Heck, CIO, Ball State University Foundation

Panelist

James Higgins, Chief Investment Officer, Randolph Foundation

Panelist

Leslie Greis, Chair of the Investment Committee, Boston Museum of Science

9:15am

Standalone

Mark D. Cooper, CFA, President & Senior Portfolio Manager, Pacific Ridge Capital Partners, LLC

9:45am

Standalone

Vinod Nair, Managing Partner, Altavista Investment Management

10:15am

Networking Refreshment Break

Sponsored by:

Altavista Investment Management

10:30am

Investment Outsourcing vs. Insourcing

Moderator

John Daly, Vice-Chairman Investment Committee, Culinary Institute of America

Panelist

Nanci D. Morris, Co-Founder & Managing Director, Kidderbrook Group

Panelist

Poorvi Parekh, Director of Outsourced Investments, Canterbury Consulting

Panelist

TBA, U.S. Trust

11:30am

Guidelines for an Effective Governance Structure

Moderator

Joel Mittelman, Investment Officer, Fiduciary Trust Company (MFO)

Panelist

Thomas Tritton, Chair of the Board of Trustees, Ohio Wesleyan University

Panelist

Thomas Donahoe, CIO and Executive Director, Wethersfield Foundation, Inc.

Panelist

Stephen Viederman, Finance Committee, Christopher Reynolds Foundation

12:15pm

Philanthropy: Greatness in Gifting 

This panel will cover best practices and highlight the importance of Major Gifts and Planned Giving

Moderator

Richard Marker, Co-Principal/Founder, Wise Philanthropy and University of Pennsylvania’s Center for High Impact Philanthropy

Panelist

Shawn Castellanos, VP, Individual Giving & Major Gifts, American Heart Association

1:00pm

Consultant Q&A

  • How do you know when to make your next move?

 

Boxed lunches will be provided for delegates to bring into this session

Panelist

Thomas Forma, Senior Vice President, Senior Institutional Consultant, The Forma Group - Morgan Stanley Wealth Management

Panelist

Matt Senny, Managing Director, Wainwright Investment Counsel LLC

1:45pm

Closing Remarks – Conference Concludes

1star
Seaport Boston Hotel & World Trade Center
Seaport Hotel & World Trade Center, Seaport Lane, Boston, MA, United States
617-385-4000

King $305
Double/Double $305
*Prices exclude taxes. Room rates are subject to applicable state and local taxes (currently 14.45%) and fees which include a $1.00 per room, per night Service Fee and a $2.00 per room, per night Hotel Fee.
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Earlybird Rate II (expires 10/15/17) Standard Rate
Asset Managers $2,395 $2,695
Service Providers $2,395 $2,695
*** Family Offices (Single/Multi), Endowment, Foundation, Non-Discretionary Consultant, and Hospital/Healthcare Fund Complimentary* Complimentary*

*** These include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • New Investment Styles and Strategies
  • Economic Outlook for Endowments and Foundations
  • Multi-Year Planning Mechanisms
  • Challenges facing Endowments and Foundations
  • The Art of Manager Selection and Due Diligence
  • Asset Allocation: Identifying the appropriate asset classes for your portfolio
  • Risk Management
  • Fixed Income and Credit Markets
  • New Wave of Alternative Strategies
  • Private Equity Investing
  • Impact Investing
  • Governance Insights
  • Real Estate
  • Real Assets
  • Philanthropy and Program Related Investments
  • Sustainable investing and fiduciary duty
  • CIO Outsourcing
  • …and many more!
  • The Changing Investment Landscape for Endowments & Foundations
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Broker Dealers
  • Industry Service Providers
  • Alternative Investment Managers

Investors/Allocators vs. Managers/Service Providers

    Investor/Allocator Breakdown

      This Forum manages to stay on task and disrupt my humdrum thinking about topics that persists in their relevance to our investment community. I never feel that I have wasted my time. Fern Jones

      Gallop Jones Associates, Inc.

      We enjoyed the independent perspective provided by actual E&F investors and others in the space that invest in private equity. Ben Stoddard

      Senior Investment Analyst, Virginia Tech Foundation

      This event was clear, pertinent, and to the point. I will return regularly. Thank you for assembling the talent and topics. Mark Virello

      Chief Financial Officer, Laboure College