Endowment & Foundation Forum 2022

InterContinental Boston, Boston, MA
November 3, 2022 - November 4, 2022

34 days left

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 September 16, 2021

(Schedule Times are in EDT)

5star
InterContinental Boston
510 Atlantic Ave., Boston, Massachusetts 02210


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

Early Bird Rate
(expires 9/30/22)
Standard Rate
Asset Managers/Service Providers $2,695 $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.

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

  • OpEff
    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

Investors vs. Managers/Service Providers

    Investor Breakdown

      Opal provides cutting edge investment education opportunities. Unknown

      Unknown

      Kudos on the excellent summit on Emerging Managers. The topics were diverse and of interest, panelists were impressive and the flow of the event kept me stimulated throughout. Unknown

      Unknown

      I valued the opportunity to engage with those representing the various stages of the investment process; from the managers, to the consultants, to the investors. I found the substantive conversations I had to be one of the conference's highlights. Unknown

      Unknown