Endowment & Foundation Forum 2018 | Opal Group | 13 November 2018 | Seaport Hotel & World Trade Center, 1 Seaport Ln, Boston, MA 02210, US

The 20th 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 examines a full range of critical investment topics germane to all Endowments and Foundations. The program will also highlight the need to align fiscal strategy with values and missions. Participants and delegates will speak on topics including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing managers, and problems of ethics and liability in fiduciary planning. With the ever-changing investment landscape, what can you do to ensure resilience and growth? Our program will address the pros and cons of investing in equity, fixed income, alternative, real estate products, and many more. By targeting industry sectors, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with trending investment strategies.

The conference format is designed to be educational with fireside chat style panels. Only a few educational standalone presentations will be permitted. No PowerPoint presentations will be allowed for any panel discussions.

2018 Speakers

Howard Nochumson
Executive Director, Washington Square Health Foundation

Catherine M. Konicki
CFA, CAIA, Partner, NEPC, LLC

James Higgins
Chief Investment Officer, Randolph Foundation

Gregory Brothers
Vice President and Chief Financial Officer, South Texas College of Law Houston

Thomas Heck
Chief Investment Officer, Ball State University Foundation

Michael McCarthy, Portfolio Manager/Director of Research, Resolute Investment Managers, Inc.

Bill Higgins
Vice President, Institutional Markets and Consultant Relations, Resolute Investment Managers, Inc.

Juan Carlos Artigas
Director, Investment Research, World Gold Council

Matthew Mark
Director US Asset Owners/Distribution, World Gold Council

Jim Schnorf, CPA, CMA, CGMA
Founding Member, Eastern Illinois University Foundation Investment Committee

Bobby Sullivan
Principal, Halstatt Real Estate Partners

Chad Burkhardt
Senior Vice President, Private Real Estate, CenterSquare Investment Management LLC

Peter Palandjian
Chairman & CEO, Intercontinental Real Estate Corporation

William Jarvis
Managing Director, U.S. Trust, Bank of America Corporation

Tasha Keeney
Lead Analyst for Industrial Innovation, Ark Investment Management

Marc Odo
Client Portfolio Manager, Swan Global Investments

Dr. John Rutledge
CIO & Member - Investment Committee, Safanad

Frank Williams
Executive Director of Foundation, Southern University at Shreveport Foundation

Garett Bjorkman
VP of Portfolio Oversight, CIM Group

Marc Rosenthal
CIO, MP Securitized Credit Partners

Don Shannon
Director, StepStone Group

Joseph Cusick
Director of OIC Education and Business Development, The Options Industry Council

Kathryn M. Kaminski, Ph.D., CAIA,
Chief Research Strategist, Portfolio Manager, AlphaSimplex Group, LLC

David Plants
Chief Investment Officer, Grace Cottage Foundation

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

Jason Franklin PhD
Kellogg Chair in Community Philanthropy, Johnson Center for Philanthropy; President, Ktisis Capital Advisors

Shawn Castellanos
National Senior Vice President, Mission Advancement, The American Heart Association (AHA)

John Schaetzl
Supervisory Board Chair, Access to Medicine Foundation

Alice L. DonnaSelva
Principal, Intentional Endowments Network

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

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

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

2018 Speakers:

MEDIA:
• Alpha Journal
• Clear Path Analysis
• Crowd Reviews
• Hedge Fund Alert
• FON Family Office Networks
• Focus Economics
• Global Banking & Finance Review
• Peer2Peer Finance News