Endowment & Foundation Forum 2018

Seaport Boston Hotel & World Trade Center, Boston, MA
November 13, 2018 - November 14, 2018

49 days left

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 September 24, 2018

Pedro Escudero, CIO / CEO, DPM Capital

Seaport Hotel & World Trade Center" data-x="42.34923999999999" data-y="-71.04151239999999">
Seaport Hotel & World Trade Center
1 Seaport Lane, Boston, MA, USA

Rooms Rates
King $309
Double/Double $309
*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 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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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

Investors vs. Managers/Service Providers

    Investor Breakdown

      Opal Group's Endowment and Foundation Forum in Boston is an excellent event that highlights not only the current trends and investment opportunities in the space but provides an exceptionally diverse platform for discussion. Unknown


      A very valuable and thought-provoking experience! Unknown


      Great conference! Opal's financial conference was much more valuable for our foundation than the typical regional conference for foundations. There were several actionable takeaways from these meetings that should help our foundation's future growth. Unknown