Endowment & Foundation Forum 2019

The Westin Copley Place, Boston, MA
November 7, 2019 - November 8, 2019

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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 November 6, 2019

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

1star
The Westin Copley Place
The Westin Copley Place, Boston


Rooms Rates
Standard $349
*Room rates are subject to applicable state and local taxes (currently 14.45%).

• 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.

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

A New Global Agenda: Priorities, Practices, & Pathways

Presented by

Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST)

  • 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!

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portfolioswithpurpose.org

  • 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 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

      Unknown

      A very valuable and thought-provoking experience! Unknown

      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

      Unknown