Endowment & Foundation Forum 2019

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

23 days left

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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100% of contest fees go directly to charity, and nothing is used for our own operations. We often get inquiries from individuals who would like to support our organization. Portfolios with Purpose is a 501(c)(3) organization and your donations are tax deductible. Simply click on the link to donate directly to PwP. We appreciate your support.

To request our current agenda, participant list and sponsors

Current as of October 16, 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)


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

Warren Naphtal, Co-Founder and CIO, P/E Investments

Heather Myers, Partner, Aon Hewitt

Elmer Huh, Chief Investment Officer, M.J. Murdock Charitable Trust

Gary Shugrue, Managing Director, Veritable L.P.

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 & Vice President, The Forma 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, Treasurer & CFO, 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

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!

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

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