Endowment & Foundation Forum 2020

Virtual
October 1, 2020

0 days left

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 October 1, 2020

(Schedule Times are in EST)

9:00am

Virtual Event Opens

9:25am

Opening Remarks

9:30am

Keynote Discussion

 

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

 

Moderator

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

Panelists

Chris Campbell, Chief Strategist, Duff & Phelps, LLC

Elisabeth Préfontaine, Founder, Octonomics

Richard Hokenson, Founder, Hokenson Demographics

Samuel Visner, Director, National Cybersecurity, The MITRE Corporation

10:10am

Networking Break

10:20am

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

Jason Franklin, PhD, Founder and Principal, Ktisis Capital

10:40am

Networking Break

10:50am

Endowments & Foundations: Investment Officer/Committee Roundtable

Moderator

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

Panelists

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

11:30am

Networking Break

11:40am

Track A: Alternative Investing for Endowments and Foundations

Moderator

Iva Kaufman, Founder, Iva Kaufman Associates

Panelists

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

Moderator

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

Panelists

Michael Janko, Solution Strategist, Investor Solutions, BNY Mellon

12:20pm

Networking Break

12:30pm

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

Moderator

Larry Witt, Principal, Consultant, Meketa Investment Group

Panelists

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

Moderator

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

Panelist

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

1:10pm

Networking Break

1:20pm

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

1:40pm

Virtual Networking Lunch

2:10pm

Radius Broadband – Infrastructure Investment with Social Impact

Gopi Sundaram, Managing Partner and Founder, Radius Capital Partners

Tom Watts, Managing Partner & Founder, Radius Capital Partners

2:30pm

Networking Break

2:40pm

Diversity Works in Investment Management

Lisa Langley, CEO, Emerge Capital Management

3:00pm

Networking Break

3:10pm

Keynote Charitable Panel

Moderator

Jesus Aguais, Executive Director, AID FOR LIFE International

Panelists

Dayana Mendoza, Ambassador, AID FOR LIFE International

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

3:40pm

Networking Break

3:50pm

Track A: Guidelines for an Effective Governance Structure

Moderator

Howard Nochumson, Executive Director, Washington Square Health Foundation

Panelist

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

Track B: Mission Driven Impact Strategies

Moderator

Joe McIntosh, Executive Director, Tarrant County College Foundation

Panelists

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

4:30pm

Networking Break

4:40pm

Track A: ESG Investment Strategies and SRI Strategies

Moderator

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

Panelists

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

Moderator

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

Panelists

Brian Borton, Principal, StepStone Group

Danny Donado, Co-Founder & CEO, Bipsync

5:20pm

Networking Break

5:30pm

Track A: Examining Collaboration Plans and Philanthropic Partnerships

Moderator

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

Panelists

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

Moderator

Chris Solarz, Managing Director, Cliffwater LLC

Panelists

Ernest Liebre, Senior Vice President & Financial Advisor, Captrust

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

6:10pm

Virtual Happy Hour Breakout Sessions

6:40pm

Conference Concludes

1star
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