Endowment & Foundation Forum 2020
Virtual
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) |
|
| 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
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 |
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.
- 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
