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.
Pedro Escudero, CIO / CEO, DPM Capital
Earlybird Rate I
Earlybird Rate II
|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.
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