Endowment & Foundation Forum 2022
InterContinental Boston, Boston, MA
November 3, 2022 - November 4, 2022
The 23rd 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.
To request our current agenda, participant list and sponsors
Current as of October 30, 2022
| 8:00am |
Exhibit Set-Up |
| 8:30am |
Registration/Information Desk Opens |
| 8:30am |
Continental Breakfast |
| 9:30am |
Welcoming Remarks |
| 9:40am |
Endowments & Foundations: Investment Officer/Committee Roundtable
Moderator
Gary DiCenzo, Board & Investment Committee Member, Rhode Island College Foundation
Panelists
Michelle RhodesBrown, Director of Finance, The Walters Art Museum Leslie Greis, Trustee, Executive and Investment Committee Member, Boston Museum of Science |
| 10:20am |
Alternative Investing for Endowments and Foundations
Moderator
Jack Moore, Managing Partner, Harpswell Advisors, Maine Health Investment Committee
Panelists
Craig Thomas, Co-Chief Investment Office, Verger Capital Management LLC William Leitner, Principal & Managing Partner, Leitbox Storage Partners Jeffrey Illustrato, Chief Operating Officer, Gabelli & Partners |
| 11:00am |
Networking Refreshment Break |
| 11:20am |
Fireside Chat: Endowments for Equity and Impact
Presented by
Russell Fugett, PMP, Executive Director, Endowment Commons Adrian Mendoza, Founder & General Partner, Mendoza Ventures |
| 11:40am |
Is There Any Room for Optimism in Today’s Global Realignment?
Presented by
James Rosebush, Chief Executive Officer, The Wealth and Family Office Management Group (MFO) |
| 12:00pm |
Networking Luncheon |
| 1:20pm |
ESG and Impact Investment Managers & Strategies and Mission Driven Investing
Moderator
Diana Ayton-Shenker, CEO & Founder, Global Momenta; and CEO, Leonardo, Int’l Society of Art, Science & Technology
Panelists
Christopher Cuesta, CIO, THB Asset Management Francie Heller, Member, Board of Trustees, Furman University Endowment |
| 2:10pm |
Equity & Fixed Income Allocation and Portfolio Construction in a Fragmented World
Moderator
Joe McIntosh, Director, McIntosh Management LLC
Panelists
Oliver Fratzscher, Chief Executive Officer, EM LEADERS Thad Glowacki, Portfolio Manager, Brown Advisory Robert Kizik, CFA, CAIA, Principal, Research Analyst - Fixed Income, Prime Buchholz Frederick Lane, Founder and CEO, Lane Generational |
| 3:00pm |
Examining Trends in Private Equity and Venture Capital for Endowments and Foundations
Moderator
James Leach, President, Leach Family Holdings (SFO), Rhode Island PBS Foundation
Panelists
Senofer Mendoza, Founder & General Partner, Mendoza Ventures Anna Dayn, Managing Partner, New End Scott Smith, Director, Foundation For a Better Economy |
| 3:40pm |
Shifts in Philanthropic Giving Practices and the Impact on Foundations and Endowments
Moderator
Richard Marker, Co-Director and Founder, UPenn High Impact Funder Academy | Institute for Wise Philanthropy
Panelists
Scott Fifer, Founder & CEO, GO Campaign Jason K. Babbie, Vice President of Programs & Climate Solutions Director, Confluence Leslie Pine, Managing Partner, The Philanthropic Initiative (TPI) |
| 4:20pm |
Cocktail Reception |
| 8:15am |
Registration/Information Desk Opens |
| 8:30am |
Continental Breakfast |
| 9:25am |
Opening Remarks |
| 9:30am |
Examining the Benefits of Investment Outsourcing
Moderator
Gary DiCenzo, Board & Investment Committee Member, Rhode Island College Foundation
Panelists
Heather Myers, Partner, Aon Hewitt Frederick Lane, Founder and CEO, Lane Generational |
| 10:10am |
Networking Refreshment Break |
| 10:30am |
Measuring and Managing Portfolio & Investment Risk
Moderator
Kevin M. Nichols, CPWA®, CAIA®, CIMA®, Senior Investment Management Consultant, Senior Vice President, Financial Advisor & Senior Portfolio Manager, The Centre Harbour Group – Morgan Stanley Wealth Management
Panelists
Jim Seymour, Managing Partner, Pontefract Global Strategies, LLC Samuel Visner, Tech Fellow, The MITRE Corporation, Vice Chair, Board of Directors, Space Information Sharing and Analysis Center , and Adjunct Professor, Cybersecurity Policy, Operations, and Technology, Georgetown University Andrew Miller, Portfolio and Risk Analytics Manager, Cornell University Endowment |
| 11:10am |
Guidelines for an Effective Governance Structure
Moderator
Richard Marker, Co-Director and Founder, UPenn High Impact Funder Academy | Institute for Wise Philanthropy
Panelists
Thomas Tritton, Chair of the Board of Directors, Consortium for the History of Science, Technology, and Medicine Robert Hilbert, President, Iowa PBS Foundation Diana Ayton-Shenker, CEO & Founder, Global Momenta; and CEO, Leonardo, Int’l Society of Art, Science & Technology |
| 12:00pm |
Conference Concludes |
NO-SHOW POLICY:
If a guest does not check-in on the reserved check-in date (and has not notified the hotel of any changes), the room will be subject to release. If the room is released, deposits will not be returned and guest credit card will be charged for the entire stay.
Registration Pricing
| Standard Rate | |
|---|---|
| Asset Managers/Service Providers | $2,895 |
| Family Offices, 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.
- Global Economy and State of Geopolitical Affairs
- Non-Correlated & Niche Fund Strategies & Sectors
- Investment Officer Perspectives
- Private Credit, Debt and Direct Lending
- ESG and Impact Investment Strategies
- Diversity, Equity & Inclusion within Investment Management
- Real Estate Opportunities
- Private Equity and Venture Capital
- Asset Allocation and Portfolio Construction
- Digital Assets and Building on the Blockchain
- Hedge Funds and Active Management
- International & Emerging Markets
- Portfolio and Investment Risk
- Philanthropy and Program Related Investments
- The Changing Landscape for Endowments & Foundations
- and many more!
Ampfield Management
Corry Capital Advisors
EVESTMENT
Halley Venture Partners
Interactive Brokers
Makalu Fund Management
Measure 8 Venture Partners
Naylor & Company Investments, LLC
Resource Royalty
Jefferies, LLCOpEff
TriNet
WithumSmith+Brown
Opus Fund Services
Horizon Real Estate Group
Virtus Partners LLC
Enfusion
Quadratic, LLC
- Endowments
- Foundations
- Consultants
- Attorneys
- Financial Planners
- Accountants
- Hedge Funds
- Fund of Funds
- Real Estate Managers
- Equity Managers
- Venture Capitalists
- Private Equity
- Insurance Companies
- Family Offices
- Industry Service Providers
- Alternative Investment Managers
