Endowment & Foundation Forum 2017 | OpalGroup | 6 November 2017 | Seaport Hotel, 1 Seaport Ln, Boston, MA 02210, US

The 19th Annual Endowment and Foundation Forum will provide a forum for fluid exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle issues that are most germane to the nation's endowments and charitable foundations by examining critical investment topics, as well as highlight the need to align fiscal strategy with values and missions.

Participants and delegates will speak on a range of issues, including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning.

Our program will also address the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting industry sectors, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with trending investment strategies.

2017 Moderators and Panelists:

S. Michael Sury
Lecturer in Finance, UT Austin, CEO, INDORUS Holdings, LP

Travis Pruit
Principal, US Business Leader Not-for-Profit Outsourced CIO, Mercer

Maciej Antosik
Vice President, Director of Finance, Auschwitz-Birkenau Foundation

Brian Dana
Principal, Meketa Investment Group, Inc.

K. Thomas Liaw
Professor of Finance, St. John's University

Cathy Konicki
Managing Partner, NEPC, LLC

Phil Morgan
Chief Investment Officer, Earlham College

Matthew DeAngelo
Investment Manager, Drexel University

David Marone
CFA, Investment Associate, Virginia Tech Foundation

Catherine Wood
CEO/CIO, ARK Investment Management

Biff Pusey
Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)

Michael J. Acton
CFA, Managing Director, Research, AEW Capital Management, L.P.

Stuart J. Boesky
Chief Executive Officer, Pembrook Group

Joshua Benaim
Founding Principal, Aria Investment Group

Heather Myers
Partner, Aon Hewitt

Tom Ball
Chief Investment Officer, Asper Foundation

Shannon L. Saccocia
Executive Managing Director, Head of Asset Allocation and Portfolio Strategy, Boston Private

Brian Smiga
Partner, Alpha Venture Partners / Pritzker Group Venture Capital

Rosemary Sagar
CFA, CIO, Kingdon Foundation

James D. Seymour
Managing Partner, Pontefract Global Strategies, LLC

John Schaetzl
Lead Non-Executive Director, Access to Medicine Foundation

Seth Taylor, Ph.D.
MBA, CFO and Co-Founder, Mass Innovation Labs

Tami Kesselman
Chief Strategist, Aligned Investing Global

Noradeen Farlekas
CEO and Founder, Social Equity Investment Solutions

Bruce Kahn
Portfolio Manager, Sustainable Insight Capital Management

Anthony Rust
Chair - Investment Committee, Trustee - Board of Trustees, Warren Wilson College Endowment Fund

Praveen Sahay
Managing Director, WAVE Equity Partners

Kyle Johnson
Managing Director and Chief Investment Officer, CA Capital Management, Cambridge Associates

Carol Jeppesen
Senior US Network Manager, United Nations Principles for Responsible Investment (UNPRI)

Kristine Pelletier
Senior Consultant, NEPC, LLC

Megan L. Fielding
CIMA® Senior Director, Responsible Investment, Nuveen

Christian McDonald
CFA, Portfolio Manager, Kennedy Capital Management, Inc.

Kevin Nichols
Senior Investment Management Consultant, The Forma Group – Morgan Stanley Wealth Management
Max Giolitti, Chief Risk Officer, Verus

TBA
Financial Risk Group

Adam Schenck
Principal, Managing Director, Milliman

Jimmie Lenz
Principal, Financial Risk Group

Bruce L. Graham
Vice President, CAPTRUST

David Plants
Chief Investment Officer, Grace Cottage Foundation

Andrew Parrillo
Founder and Managing Member, Newport Capital Advisers LLC

Chris Solarz
Managing Director, Cliffwater LLC

Devon Francis
Senior Consultant, Fiduciary Investment Advisors, LLC

Nina Streeter
Director, Asset Management, Abbot Downing

Andrew Goldsmith
Head of Institutional Sales & Consultant Relations, Tortoise Capital Advisors

Jared Fuller
Head of Private Capital and Real Assets, Prime Buchholz

Kaarsten Turner Dalby
Senior Vice President of Ecosystem Services, The Forestland Group, LLC

Matt DenBleyker
Senior Vice President- Research, Fund Evaluation Group

Jim Schnorf
Investment Committee, Eastern Illinois University Foundation

Craig Thomas
Managing Director, Verger Capital Management LLC

William Corry
Senior Managing Partner, Corry Capital Advisors

TBA
Monashee Capital Partners

2017 Sponsors and Partners:

TITLE:
• U.S. Trust

EXECUTIVE:
• Citic Capital
• Emerge Capital Management
• JKMilne Asset Management
• Pacific Ridge Capital Partners, LLC

GENERAL:
• AEW
• ARIA
• Boston Private
• Corry Capital Advisors
• Financial Risk Group
• TFG The Forestland Group
• Kennedy Capital Management
• Mass Innovation Labs
• Milliman
• Monashee
• Nuveen
• Pembrook
• Sustainable Insight Capital Management
• Tortoise Capital Advisors
• TriNet
• Wave

EXHIBIT:
• CFM
• Realty Shares
• Wells Fargo Advisors

Partners:
• ALPHA Journal
• Asset-Backed Alert
• CIO Applications
• Commercial Mortgage Alert
• Crowd Reviews
• Services Outlook
• FON Family Office Networks
• Focus Economics
• Global Banking & Finance Review
• Hedge Fund Alert
• IntegriDATA
• Preqin
• SmartMoneyMatch.com
• the Soho Loft Media Group
• VL Voices of Leaders