Endowment & Foundation Forum 2020

October 1, 2020

-- --

The Endowment and Foundation Forum will provide a virtual platform for delegates to exchange ideas and best practices covering investment strategy and portfolio planning. The Forum will provide insight on how Endowments and Foundations can best navigate the current market’s unchartered waters.

Using Opal Group’s interactive online platform, participants will be able to view live keynotes and panel discussions presented by the industry’s trail blazing leaders. Participants will speak on topics including necessary adjustments suggested for endowment governance, means of capturing alpha in a portfolio, methods of choosing managers, and problems of ethics and liability in fiduciary planning.

For additional information, please email info@opalgroup.net for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors

Current as of

(Schedule Times are in EST)


Virtual Event Opens


Opening Remarks


Keynote Discussion


Measuring the Winds of Change – State of the Economy and State of Geopolitical Affairs



James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)


Chris Campbell, Chief Strategist, Duff & Phelps, LLC

Elisabeth Préfontaine, Founder, Octonomics

Richard Hokenson, Founder, Hokenson Demographics

Samuel Visner, Director, National Cybersecurity, The MITRE Corporation


Networking Break


Changing Trends for Endowments & Foundations: Best Practices for Donors and the Next Generation

Jason Franklin, PhD, Founder and Principal, Ktisis Capital


Networking Break


Endowments & Foundations: Investment Officer/Committee Roundtable


James Leach, President, Leach Family Holdings (SFO), Rhode Island PBS Foundation


Leslie Greis, Chair of the Investment Committee, Boston Museum of Science

Joel Wittenberg, Chief Investment Officer, W.K. Kellogg Foundation

Gary DiCenzo, Investment Committee, Rhode Island College Foundation

Francie Heller, Chairperson, Investment Committee, Furman University Endowment


Networking Break


Track A: Alternative Investing for Endowments and Foundations


Iva Kaufman, Founder, Iva Kaufman Associates


Bruce Graham, Vice President & Financial Advisor, Captrust

Jack Moore, CFA, Investment Committee, Maine Medical Center, Investment Committee Chair, Portland Museum of Art, Managing Partner, Harpswell Advisors

Daniel Mullarkey, Director, Investments, Sun Family Foundation

Track B: Benefits of an Outsourced Chief Investment Officer


Thomas Moore, Trustee, Chair, Investment Committee, The Episcopal Diocese of Pittsburgh


Michael Janko, Solution Strategist, Investor Solutions, BNY Mellon


Networking Break


Track A: Multi-Strategy Asset Allocation in a Fragmented World


Larry Witt, Principal, Consultant, Meketa Investment Group


Kurt Winkelmann, CEO, Navega Strategies, Senior Fellow, University of Minnesota

Max Giolitti, Chief Risk Officer

Jonathan Aikman, Member of Investment Committee, Victoria University

Track B: Analyzing Real Estate Investment Trends


Richard Peiser, Michael D. Spear Professor of Real Estate Development, Harvard University


Sasha Bernier, Senior Vice President/Investment Committee, Cheltenham Investments (SFO)

DJ Van Keuren, Managing Director, Evergreen Property Partners

Glenn Mueller, Professor - Franklin L. Burns School of Real Estate & Construction Management, University of Denver


Networking Break


Track A: Alpha in the Age of Information Overload


  • Humans price vague and ambiguous information in a systematically incorrect way
  • Picking winners is a losing game, avoid the losers
  • Manage risk like an actuary not like a portfolio manager

Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha, LLC

Track B: Creating a Culture of Collaboration in Today’s Digital Age


Digitization and collaboration are two of the biggest themes affecting the financial-services industry as providers strive to give their clients the expertise and tools needed to stay competitive in the 21st century. But what does that consist of? And how are they helping clients gain navigate the evolving digital landscape? Tune-in to find out!

Karolyn Ferris, Head of Endowment, Foundation and Healthcare Segment, Asset Servicing, BNY Mellon

Derek van Vliet, Manager, Advanced Risk Solutions, Global Risk Solutions, BNY Mellon


Virtual Networking Lunch


Radius Broadband – Infrastructure Investment with Social Impact

Gopi Sundaram, Managing Partner and Founder, Radius Capital Partners

Tom Watts, Managing Partner & Founder, Radius Capital Partners


Networking Break


Diversity Works in Investment Management

Lisa Langley, CEO, Emerge Capital Management


Networking Break


Keynote Charitable Panel


Jesus Aguais, Executive Director, AID FOR LIFE International


Dayana Mendoza, Ambassador, AID FOR LIFE International

Wesley Geer, Former Touring Guitarist (Korn), Founder, Rock to Recovery


Networking Break


Track A: Guidelines for an Effective Governance Structure


Howard Nochumson, Executive Director, Washington Square Health Foundation


Thomas Tritton, Chair of the Board of Directors, Consortium for the History of Science, Technology, and Medicine

Track B: Mission Driven Impact Strategies


Joe McIntosh, Executive Director, Tarrant County College Foundation


Shawn Castellanos, National Senior Vice President, Mission Advancement, The American Heart Association (AHA)

Anne Ferola, Director, The Frank & Vera Ferola Foundation

Louis J. DeGennaro, Ph.D., President & CEO, The Leukemia & Lymphoma Society


Networking Break


Track A: ESG Investment Strategies and SRI Strategies


Raymond U. Guthrie, Managing Director, Social Impact Fund, American Heart Association


Carol Jeppesen, Head of the US, UN Principles for Responsible Investment (PRI)

Jeff Mindlin, Vice President of Investments, ASU Enterprise Partners

Tom Watts, Managing Partner & Founder, Radius Capital Partners

Track B: The Art of Manager Selection and Due Diligence


Kevin M. Nichols, CAIA, CIMA, Senior Investment Management Consultant, Vice President & Portfolio Manager, The Centre Harbour Group – Morgan Stanley Wealth Management


Brian Borton, Principal, StepStone Group

Danny Donado, Co-Founder & CEO, Bipsync


Networking Break


Track A: Examining Collaboration Plans and Philanthropic Partnerships


Richard Marker, Founder/Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy


John Schaetzl, Supervisory Board Chair, Access to Medicine Foundation

Trenton Alenik, Executive Director, Inspiring Children Foundation

Thomas Dieters, Board President, Charitable Gift America

Jenna Mulhall-Brereton, Chief Philanthropic Services Officer, National Philanthropic Trust

Track B: Styles and Strategies to Mitigate Portfolio Risk


Chris Solarz, Managing Director, Cliffwater LLC


Ernest Liebre, Senior Vice President & Financial Advisor, Captrust

Christopher Caparelli, CFA, Vice President, Marquette Associates, Inc.


Virtual Happy Hour Breakout Sessions


Conference Concludes

etc.venues 360 Madison
360 Madison Ave, New York, NY 10017

Registration Pricing

1 user/pass
GP / Service Providers $295
LP / Allocators Complimentary*
Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details.

*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, Fund Providers as well as Business Development, Sales and Marketing Managers to 3rd 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
  • Measuring the Winds of Change – State of the Economy and State of Geopolitical Affairs
  • Endowments & Foundations: Investment Officer/Committee Roundtable
  • Alternative Investing for Endowments and Foundations
  • Benefits of an Outsourced Chief Investment Officer
  • Multi-Strategy Asset Allocation in a Fragmented World
  • Analyzing Real Estate Investment Trends
  • Guidelines for an Effective Governance Structure
  • Mission Driven Impact Strategies
  • ESG Investment Strategies and SRI Strategies
  • The Art of Manager Selection and Due Diligence
  • Examining Collaboration Plans and Philanthropic Partnerships
  • Styles and Strategies to Mitigate Portfolio Risk
  • and many more!
  • 1on1 and group meeting capabilities

  • Live Video Keynote Speakers and Panels Presentations with Q&A

  • Exhibit Hall with branded interactive booths

  • Collateral Information sharing

  • Ability to connect and share contact details with one another

  • Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat

  • Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)

  • 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

Manager vs. Investor Breakdown

    Investor Breakdown