5th Annual Endowment and Foundation Chief Investment Officer Roundtable 2023 | CFA Society New York | 22 June 2023 | CFA Society New York, 1540 Broadway New York City, NY 10036, USA

This event 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.

2023 Speakers

Monique Aiken
Managing Director, The Investment Integration Project

Rini Banerjee
Integrated Capital Fellow, RSF Social Finance

Bert Feuss
Senior Advisor, Community Capital Advisors

Jon Lukomnik
Adjunct Professor and Brandmeyer Fellow for Impact and Sustainable Investing, Sustainable Investing Research Initiative (SIRI)

Fran Seegull
President, U.S. Impact Investing Alliance

2023 Sponsors

SILVER SPONSORS:
• MSCI
• Ninety One
• T Mobile For Business

SPONSOR:
• Mercer