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 June 20, 2019
| Speakers |
Warren Naphtal, Co-Founder and CIO, P/E Investments |
• 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
|
Earlybird Rate I (expires 6/6/19) |
Earlybird Rate II (expires 9/5/19) |
Standard Rate | |
|---|---|---|---|
| Asset Managers/Service Providers | $2,895 | $3,195 | $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
