Endowment & Foundation Forum 2018
Seaport World Trade Center, Boston, MA
November 13, 2018 - November 14, 2018
The 20th 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 examines a full range of critical investment topics germane to all Endowments and Foundations. The program will also highlight the need to align fiscal strategy with values and missions. Participants and delegates will speak on topics including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing managers, and problems of ethics and liability in fiduciary planning. With the ever-changing investment landscape, what can you do to ensure resilience and growth? Our program will address the pros and cons of investing in equity, fixed income, alternative, real estate products, and many more. By targeting industry sectors, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with trending investment strategies.
The conference format is designed to be educational with fireside chat style panels. Only a few educational standalone presentations will be permitted. No PowerPoint presentations will be allowed for any panel discussions.
To request our current agenda, participant list and sponsors
Current as of
| 7:00am |
Exhibit Set-Up / Registration / Information Desk Opens |
| 7:30am |
Continental Breakfast & Registration Sponsored by: World Gold Council |
| 8:40am |
Welcoming Keynote Howard Nochumson, Executive Director, Washington Square Health Foundation |
| 9:00am |
Chief Investment Officer Roundtable
Moderator
Catherine M. Konicki, CFA, CAIA, Partner, NEPC, LLC
Panelists
James Higgins, Chief Investment Officer, Randolph Foundation Gregory Brothers, Vice President and Chief Financial Officer, South Texas College of Law Houston Thomas Heck, Chief Investment Officer, Ball State University Foundation |
| 9:45am |
Shapiro Capital: Bringing a Private Equity Philosophy to a Publicly Traded Portfolio Michael McCarthy, Portfolio Manager/Director of Research, Resolute Investment Managers, Inc.
Introduced by
Bill Higgins, Vice President, Institutional Markets and Consultant Relations, Resolute Investment Managers, Inc. |
| 10:05am |
Enhancing Portfolio Performance With Gold Juan Carlos Artigas, Director, Investment Research, World Gold Council Matthew Mark, Director US Asset Owners/Distribution, World Gold Council |
| 10:25am |
Networking Refreshment Break Sponsored by: Resolute Investment Managers, Inc. |
| 10:45am |
Pinpointing Trends in Real Estate Investing
Moderator
Jim Schnorf, CPA, CMA, CGMA, Founding Member, Eastern Illinois University Foundation Investment Committee
Panelists
Bobby Sullivan, Principal, Halstatt Real Estate Partners Chad Burkhardt, Senior Vice President, Private Real Estate, CenterSquare Investment Management LLC Peter Palandjian, Chairman & CEO, Intercontinental Real Estate Corporation |
| 11:30am |
Financial Regimes and Nonprofit Governance William Jarvis, Managing Director, U.S. Trust, Bank of America Corporation |
| 12:00pm |
Investing in Autonomous Technologies Sponsored by: Emerge Capital Management Inc. Tasha Keeney, Lead Analyst for Industrial Innovation, Ark Investment Management |
| 12:20pm |
Defining Risk, Fulfilling the Mission Portfolio Considerations in a Low Yield World Marc Odo, Client Portfolio Manager, Swan Global Investments |
| 12:40pm |
Networking Luncheon Sponsored by: Emerge Capital Management Inc. |
| 2:00pm |
Keynote Presentation: Investing Turbulent Markets Dr. John Rutledge, CIO & Member - Investment Committee, Safanad |
| 2:30pm |
Moderator
Rui Falcon, Founder and Chief Executive Officer, Princeton Asset Management (MFO)
Panelists
Garett Bjorkman, VP of Portfolio Oversight, CIM Group Marc Rosenthal, CIO, MP Securitized Credit Partners
Moderator
Gary Shugrue, Managing Director, Veritable L.P.
Panelist
Max Giolitti, Chief Risk Officer, Verus Investments Thomas Donahoe, Investment Committee, Lavelle Fund for the Blind Elizabeth Perlak, Principal Human Capital Business Partner, TriNet |
| 3:15pm |
Moderator
Don Shannon, Director, StepStone Group
Panelists
Joseph Cusick, Director of OIC Education and Business Development, The Options Industry Council Kathryn M. Kaminski, Ph.D., CAIA, Chief Research Strategist, Portfolio Manager, AlphaSimplex Group, LLC David Plants, Chief Investment Officer, Grace Cottage Foundation
Moderator
C. Joe McIntosh, Ed.D., Executive Director, Tarrant County College Foundation
Panelists
Jared Fuller, Head of Private Capital and Real Assets, Prime, Buchholz & Associates Chad Williams, President & CEO, Red Cloud Klondike Strike Inc. Matt DenBleyker, CAIA, Senior Vice President, Real Assets Research, Fund Evaluation Group, LLC |
| 4:00pm |
Networking Refreshment Break Sponsored by: Swan Global Investments |
| 4:15pm |
Moderator
Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
Panelists
Jason Franklin PhD, Kellogg Chair in Community Philanthropy, Johnson Center for Philanthropy; President, Ktisis Capital Advisors Shawn Castellanos, National Senior Vice President, Mission Advancement, The American Heart Association (AHA) John Schaetzl, Supervisory Board Chair, Access to Medicine Foundation
Moderator
Chenae W. Edwards, CPA, Senior Consultant, NEPC, LLC
Panelists
Pedro Escudero, CIO/CEO, DPM Capital Steven L. Skancke, Ph.D., Chief Investment Strategist, Keel Point (MFO) |
| 5:00pm |
Moderator
Alice L. DonnaSelva, CFA, Principal, Intentional Endowments Network
Panelists
Christian McDonald, CFA, Portfolio Manager, Kennedy Capital Management, Inc. K. Thomas Liaw, Professor of Finance, St. John's University Carol Jeppesen, CAIA, Senior US Network Manager, United Nations Principles for Responsible Investment (UNPRI)
Moderator
Nina Streeter, Director, Asset Management, Abbott Downing
Panelists
Kevin M. Nichols, CAIA, CIMA, Senior Investment Management Consultant & Vice President, Morgan Stanley Consulting Group & Institutional Services Dulari Pancholi, CFA, CAIA, Principal, NEPC, LLC. Brian Dana, Principal, Meketa Investment Group |
| 5:45pm |
Cocktail Reception Sponsored by: U.S. Trust, Bank of America Corporation |
| 7:30am |
Registration / Information Desk Opens / Continental Breakfast & Registration
|
| 8:10am |
Opening Remarks |
| 8:15am |
Consultant Roundtable
Moderator
Thomas Forma, Senior Vice President - Senior Institutional Consultant, The Forma Group - Morgan Stanley
Panelists
Mark Johnson, Senior Managing Director, Cliffwater Matt Seney, CFA, COO & Deputy CIO, Wainwright Investment Counsel Michael Chase, Partner & Senior Consultant, Fiduciary Investment Advisors |
| 9:00am |
Constructing a Private Equity/Venture Playbook
Moderator
Craig Robbins, Director of Investments, Children’s Hospital of Minnesota
Panelists
Peter Gerlings, CFA, CAIA, Senior Vice President, Implemented Investment Consulting, Segal Marco Advisors Jonathan Smiga, Managing Partner, Keen Growth Capital Scott Smith, Director, Foundation For a Better Economy |
| 9:45am |
Conservative and Consistent Alpha Generation for Foundations Lisa Langley, President & CEO, Emerge Capital Management, Inc. |
| 10:05am |
Networking Refreshment Break |
| 10:30am |
Investment Outsourcing
Moderator
Thomas Heck, Chief Investment Officer, Ball State University Foundation
Panelists
Craig Thomas, Managing Director, Verger Capital Management LLC Poorvi R. Parekh, Director - Outsourced Investments, Canterbury Consulting Group Bernard Reidy, Managing Director, Philanthropic Sales Executive, U.S. Trust, Bank of America Corporation Jonathan Shear, Chief Investment Officer, University of Utah Investment Management |
| 11:30am |
Guidelines for an Effective Governance Structure
Moderator
Howard Nochumson, Executive Director, Washington Square Health Foundation
Panelists
Thomas Tritton, Chair of the Board of Trustees, Ohio Wesleyan University Carolyn Weiss, CFO & Treasurer, New York Community Trust Sheila Noonan, Partner, Aon Hewitt |
| 12:15pm |
Impact Investing Boxed lunches will be provided for delegates to bring into this session
Moderator
Rebecca Buyers, Trustee, JWAB Trusts
Panelists
Kristine Pelletier, Principal, Senior Consultant, NEPC, LLC Noradeen Farlekas, LP.D., CFA, Adjunct Professor, Fairfield University and Northeastern University |
| 1:00pm |
Conference Concludes |
| Rooms | Rates |
|---|---|
| King | $309 |
| Double/Double | $309 |
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
– – –
Our room block is currently closed. Below are recommended nearby hotels.
– – –
The Westin Boston Waterfront
425 Summer St, Boston, MA 02210
7-10 minute walk
3-5 minute drive
– – –
Aloft Boston Seaport District
401-403 D St, Boston, MA 02210
10-15 minute walk
5-10 minute drive
– – –
Residence Inn by Marriott Boston Downtown/Seaport
370 Congress St, Boston, MA 02210
10-15 minute walk
5 minute drive
– – –
InterContinental Hotel Boston
15-20 minute walk
10-15 minute drive
– – –
The Envoy Hotel, Autograph Collection
10-15 minute walk
5 minute drive
Registration Pricing
|
Earlybird Rate I (exp 8/15) |
Earlybird Rate II (exp 9/27) |
Standard Rate | |
|---|---|---|---|
| Asset Managers & Service Providers | $2,195 | $2,395 | $2,895 |
| Endowment, Foundation, Family Offices, Non-Discretionary Consultant, Hospital/Healthcare Fund, Independent Fee-Only Investment Advisor | ---- | ---- | Complimentary* |
*Subject to Opal Group’s verification and approval. Only individuals who are in an investment allocation decision making role 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.
- New Investment Styles and Strategies
- Challenges facing Endowments and Foundations
- Asset Allocation: Identifying the appropriate asset classes for your portfolio
- Hedge Funds
- Risk Management
- Fixed Income and Credit Markets
- New Wave of Alternative Strategies
- Equity Investing
- Private Equity Investing
- Impact Investing
- Governance Insights—Making Complicated Issues
- Simple for Trustees and Fiduciaries
- Real Estate
- Real Assets
- Philanthropy and Program Related Investments
- Emerging and Frontier Markets
- Sustainable investing and fiduciary duty
- CIO Outsourcing
- The Changing Landscape for Endowments & Foundations
- And many more!
- Block Chain Managers
- Broker Dealers
- Consultants
- Crypto Managers
- Emerging Equity Managers
- Emerging Fund of Funds
- Emerging Hedge Funds
- Emerging Private Equity
- Emerging Real Estate Managers
- Emerging Venture Capitalists
- Endowments
- Family Offices
- Financial Planners
- Fin Tech Companies
- Foundations
- Industry Service Providers
- Insurance Companies
- Minority Owned Firms
- Pensions
- Taft Hartley
- Women Owned Firms
