4th Annual Endowment & Foundation CIO Roundtable 2020 | CFA Institute | 6 February 2020 | CFA Society of New York, 1540 Broadway #1010, New York, NY 10036, USA

The 4th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives, exploring private markets and turning to strategic partners. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets, their perspectives and approach towards these goals offer a valuable lesson for investors.

2020 Speaker

Mark Anson
CIO, Commonfund, Board of the UAW Retiree Medical Benefits Trust