Endowment & Foundation Forum 2020

Virtual
October 1, 2020

118 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 May 18, 2020

(Schedule Times are in EST)

9:00am

Virtual Event Opens

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

9:45am

Networking Break

10:00am

STANDALONE PRESENTATION

Jason Franklin, PhD, Founder and Principal, Ktisis Capital

10:30am

Endowments & Foundations: Investment Officer/Committee Roundtable

Moderator

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

Panelist

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

11:00am

Networking Break

11:15am
Moderator

Iva Kaufman, Founder, Iva Kaufman Associates

Panelist

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

Moderator

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

Panelists

Douglas Mihok, Treasurer and Controller,
The Carnegie Foundation for the
Advancement of Teaching

11:45am
Moderator

Larry Witt, Principal, Consultant, Meketa Investment Group

Panelist

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

Max Giolitti, Chief Risk Officer, Verus Investments

Jonathan Aikman, Member of Investment
Committee, Victoria University

Moderator

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

Panelist

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

12:15pm

Networking Break

12:30pm

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

12:50pm

Virtual Networking Lunch

1:15pm

Concurrent Standalone Presentations

12:50pm

Virtual Networking Lunch

1:15pm

Concurrent Standalone Presentations

1:35pm

Networking Break

1:45pm

Concurrent Standalone Presentations

2:05pm

Keynote Charitable Panel

2:45pm

Networking Break

3:00pm
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

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

3:30pm
Moderator

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

Panelist

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

Jeff Mindlin, Vice President of Investments,
ASU Enterprise Partners

Panelists

Brian Borton, Principal, StepStone Group

Kevin Nichols, CAIA, CIMA, US Government Entity Specialist, Centre Harbour Group - Morgan Stanley Consulting Group & Institutional Services

4:00pm
Moderator

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

Panelist

John Schaetzl, Supervisory Board Chair,
Access to Medicine Foundation

Trenton Alenik, Executive Director,
Inspiring Children Foundation

Thomas Dieters, Board President, Charitable Gift America

Panelist

Chris Solarz, Managing Director, Cliffwater LLC

Ernest Liebre, Senior Vice President & Financial Advisor, Captrust

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

4:30pm

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