Endowment & Foundation Virtual Forum 2020 | Opal Group | 1 October 2020 | Virtual Event
Venue
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| Event Date | Thu Oct 1 EDT (about 4 years ago) |
| Location | Virtual Event |
| Region | All |
Details
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.
Speakers
2020 Speakers
James Rosebush
Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Chris Campbell
Chief Strategist, Duff & Phelps, LLC
Elisabeth Préfontaine
Founder, Octonomics
Richard Hokenson
Founder, Hokenson Demographics
Samuel Visner
Director, National Cybersecurity, The MITRE Corporation
Jason Franklin
PhD, Founder and Principal, Ktisis Capital
James Leach
President, Leach Family Holdings (SFO), Rhode Island PBS Foundation
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
Iva Kaufman
Founder, Iva Kaufman Associates
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
Larry Witt
Principal, Consultant, Meketa Investment Group
Kurt Winkelmann
CEO, Navega Strategies, Senior Fellow, University of Minnesota
Max Giolitti
Chief Risk Officer, Verus Investments
Jonathan Aikman
Member of Investment Committee, Victoria University
Julian Koski
Co-Founder and Chief Investment Officer, New Age Alpha, LLC
Wesley Geer
Former Touring Guitarist (Korn), Founder, Rock to Recovery
Howard Nochumson
Executive Director, Washington Square Health Foundation
Thomas Tritton
Chair of the Board of Directors, Consortium for the History of Science, Technology, and Medicine
Raymond U. Guthrie
Managing Director, Social Impact Fund, American Heart Association
Carol Jeppesen
Head of the US, UN Principles for Responsible Investment (PRI)
Jeff Mindlin
Vice President of Investments, ASU Enterprise Partners
Richard Marker
Founder/Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
John Schaetzl
Supervisory Board Chair, Access to Medicine Foundation
Trenton Alenik
Executive Director, Inspiring Children Foundation
Thomas Dieters
Board President, Charitable Gift America
Eileen Heisman
President/CEO, National Philanthropic Trust
Sponsors & Partners
2020 Sponsors
PLATINUM:
• NEW AGE ALPHA
MEDIA PARTNERS:
• Alliance
• ALPHA JOURNAL
• BarclayHedge
• EUREK HEDGE
• EXECUTIVE GLOBAL
• TheGRCBluebook
• GlobalRisk Community
• Hedge Fund ALERT
• IMPACT WEALTH
• Industry Tech Insights
• IntegriDATA
• PrivateBanking
• SmartMoneyMatch
• TalkMarkets
• Wallet Investor