Endowment & Foundation Forum 2019
The Westin Copley Place, Boston, MA
November 7, 2019 - November 8, 2019
The 21st 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.
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To request our current agenda, participant list and sponsors
Current as of February 3, 2020
| Conference Chairman |
Howard Nochumson, Executive Director, Washington Square Health Foundation |
| Keynote Speaker |
Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST) |
| Speakers |
Gaurav Mallik, Senior Managing Director, Chief Portfolio Strategist, State Street Global Advisors Pamela Yang, CPA, CFA, Managing Director, Head of Charitable Asset Management, State Street Global Advisors Heather Myers, Partner, Aon Hewitt Elmer Huh, Chief Investment Officer, M.J. Murdock Charitable Trust Lisa Hinds, Board Vice Chair and Investment Committee Chair, United Church Funds, Senior Vice President, EnTrust Global James Leach, Board Chair and Investment Committee Member, RIPBS Foundation, President, Leach Family Holdings (SFO) Gary Shugrue, Managing Director, Veritable L.P. Frederick Lane, Founder and Managing Partner, Lane Generational of Raymond James Seema Dala, Director of Marketing, Orbis Investments (U.S.), LLC S. Michael Sury, Chairman, INDORUS Holdings LLP(SFO) / Lecturer in Finance, The University of Texas at Austin Kevin Nichols, CAIA, CIMA, Senior Investment Management Consultant U.S. Government Entity Specialist, Centre Harbour Group–Morgan Stanley Consulting Group & Institutional Services Barry Weisblatt, Chief Strategist, Kingsmead Asset Management Joe McIntosh, Executive Director, Tarrant County College Foundation John Schaetzl, Supervisory Board Chair, Access to Medicine Foundation Max Giolitti, Chief Risk Officer, Verus Investments Kristine Pelletier, Partner, NEPC, LLC Don Shannon, Director, StepStone Group Jim Schnorf, Investment Committee, Eastern Illinois University Foundation Cari Lodge, Head of Secondaries, Member of the Investment Committee, Commonfund Tim Brennan, Special Advisor on Responsible Investing, Unitarian Universalist Association Ryan Lennie, Managing Director, Wilshire Associates Thomas Donahoe, Managing Director and Practice Leader, OCIO Search, Manager Analysis Services, LLC Thomas Tritton, Chair of the Board of Trustees, Ohio Wesleyan University Jack Moore, Investment Committee, Maine Medical Center Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy Iva Kaufman, Founder, Iva Kaufman Associates Ali Weiner, ESG Investment Strategist, State Street Global Advisors (SSGA) Andy Wells, Chief Investment Officer, Saracen Capital LP Paul J. Nasser, Chief Financial Officer & Chief Operating Officer, Intercontinental Real Estate Corporation Frederick Lane, Founder and Managing Partner, Lane Generational of Raymond James Rick Van Kuren, Managing Partner, LVW Advisors Thea Jamison, CFA, Founder and Managing Director, CHANGE Global Investment, LLC Nina Streeter, Director, Asset Management, Abbot Downing (MFO) Oliver Fratzscher, Chief Executive Officer, EM Leader LLC Phineas Troy, Principal, Mercer James Seymour, Managing Partner, Pontefract Global Strategies, LLC Morley Campbell, President, Chief Investment Officer, Continuous Capital, LLC William Corry, Founder and General Manager, Corry Capital Advisors, LLC Peter Gerlings, CFA, CAIA, Senior Vice President, Head of Private Equity Research, Segal Marco Advisors Raymond Guthrie, Managing Director, Social Impact Fund, The American Heart Association (AHA) Catherine Konicki, CFA, CAIA, Partner, NEPC, LLC K. Thomas Liaw, Professor of Finance, St. John's University Matthew Mark, Director US Asset Owners/Distribution, World Gold Council Joseph Matthews, CFA, Alternative Investments Director, First Vice President, Senior Investment Management Consultant – Financial Advisor, Morgan Stanley Consulting Group & Institutional Services Erol A. Peköz, Professor of Operations & Technology Management, Questrom School of Business, Boston University Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO) Craig Robbins, Director of Investments, Childrens Hospital of Minnesota James Rosebush, CEO and Founder, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO) Carolyn Weiss, CFO & Treasurer, New York Community Trust Kurt Winkelmann, CEO / Senior Fellow, Navega Strategies / University of Minnesota Eleanor Murphy, Director, Philanthropy and Engagement, Acumen Chris Walker, Principal, Scaling SDGs Elliott Wislar, Chief Executive Officer, Clearbrook Sarah Clark, Managing Director, Senior Institutional Portfolio Strategist, Bank of America Matt Diczok, Managing Director, Fixed Income Strategist, Bank of America Renato Leggi, Client Portfolio Manager, ARK Invest Nate Kline, Chief Investment Officer, Principal, One Wall Partners Lisa Langley, President & CEO, Emerge Capital Management, Inc. Amanda Long, Founder, Managing Director, Philanthropy-Strategist, Hobbs Foundation Matt Diczok, Managing Director, Fixed Income Strategist, Bank of America Chris Neill, Director, Jensen Investment Management Alice DonnaSelva, Principal, Intentional Endowments Network Jim Seymour, Managing Partner, Pontefract Global Strategies, LLC Garett Bjorkman, Vice President, Portfolio Oversight, CIM Group Erol A. Peköz, Professor of Operations & Technology Management, Questrom School of Business, Boston University |
• 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.
Registration Pricing
| Standard Rate | |
|---|---|
| Asset Managers/Service Providers | $3,495 |
| Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* | Complimentary* |
*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 third 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
- 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
- Investing in Opportunity Zones
- And many more!
Portfolios with Purpose hosts fantasy stock-picking contests that merge the thrill of investing with the joy of giving. Our platform unites a global community of philanthropists who compete to win money for the charities of their choosing. We are proud to have 100% of all entry and trading fees go directly to philanthropic initiatives.
- 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
