Endowments & Finance Summit 2017 | Council of Foundations | 12 October 2017 | New York, NY, 810 Seventh Avenue, 23rd Floor New York, NY 10019

Now in its third year, the Endowments and Finance Summit is the premier convening to hear expert insights and have in-depth conversations on the best practices and financial strategies to get a competitive advantage in the philanthropic advisory marketplace. Here’s why you should attend:

• Insight: #EFSummit is driven by quality content. Attendees share project experiences, best practices, and lessons learned through meaningful face-to-face interaction. You will leave with the knowledge and confidence to boost your organization’s investment strategy and navigate market uncertainties.

• Networking: Connect with more than 200 C-Suite level peers to discuss critical topics like impact investing and private equity; exchange big ideas; and build long-lasting professional relationships in formal and in-formal settings. Recharge current connections and build new ones.

• Professional enrichment: Stay current and on trend — and earn the continuing professional education (CPE) credits you need to maintain your certification(s). #EFSummit sessions are eligible for CPE credits through the National Registry of CPE Sponsors which includes the State Boards of Accountancy, NASBA and the AICPA.

2017 SPEAKERS

Sharon Alpert
President and CEO
The Nathan Cummings Foundation

Stephanie Bell-Rose
Senior Managing Director and Head
TIAA Institute

Robert Doll
Managing Director
Senior Portfolio Manager
Chief Equity Strategist, Nuveen Asset Management

William Ginsberg
President and CEO
The Community Foundation for Greater New Haven

Kim Lew
Vice President and Chief Investment Officer
Carnegie Corporation of New York

Sree Ramaswamy
Partner
McKinsey Global Institute

Vikki Spruill
President and CEO
Council on Foundations

Chris Carabell
Managing Director
Head of Business Development
Covariance Capital Management

Dennis Johnson
Chief Investment Officer
Endowment and Philanthropic Services
TIAA

Rumeli Banik
Program Officer for Child Well-being
Doris Duke Charitable Foundation

Elizabeth Duryea
Chief of Staff
Connecticut Department of Children and Families

Lara Metcalf
Managing Director
Social Finance, Inc

David Streim
Director
Investment Underwriting, Nonprofit Finance Fund

Mindy Tarlow
Managing Director
Blue Meridian Partners

Ken Kies
Managing Director
Federal Policy Group

Arshi Siddiqui
Partner
Akin Gump Strauss Hauer & Feld, LLP

Javier Soto
President and CEO
The Miami Foundation

Wendy Campos
Tax Leader, Foundations and Exampt Organizations
Moss Adams LLP

Elizabeth Dollar
Partner
Foundations and Not-for-Profit Services
Moss Adams Foundation

Sheila Noonan
Partner, Non-Profit Investment Solutions
AON Hewitt

Kimberly Stravolo
Director of Finance
Mary Black Foundation, Inc

Gregg Wade
Trustee
Mary Black Foundation, Inc.

Jonathan Balkin
Managing Director
Lionpoint Group

Nicholas Schiavo
Director of Investment Accounting
The Leona M. and Harry B. Helmsley Charitable Trust

Hugh Stacey
Executive Director
Investor Solutions, Augentius

Martin Jaugietis
Managing Director
Client Portfolio Manager, Russell Investments

Mary Beth Lato
Senior Asset Allocation Specialist
Russell Investments

Mary Greenebaum
Chief Investment Officer
New York Community Trust

Catherine Keating
President & CEO
Commonfund

Sherry Magill
President
Jessie Ball duPont Fund

Jeremy Tennenbaum
Chief Financial Officer
Altman Foundation

Nicole Kraus
Managing Director
Strategic Investment Group

John Levy
Chair, Investment Committee
The Nathan Cummings Foundation

Jameela Pedicini
Director
Portfolio Team, Agility, Perella Weinberg Partners

Kathleen Regan
Executive Vice President & Chief Operating Officer
The Commonwealth Fund

Mamadou-Abou Sarr
Global Head of Environmental
Social and Governance
Northern Trust

Steven Dray
Chief Investment Officer
Zevin Asset Management, LLC

Jason Taylor
Senior Consultant
Verus

Dan Magder
Founder
Center Creek Capital Group

John Cochrane
Senior Associate
US Impact Investing Alliance, Ford Foundation

Ruth Madrigal
Partner
Steptoe & Johnson LLP

Geraldine Watson
Vice President for Finance and Operations
Rockefeller Brothers Fund, Inc.

Michael Oyster
Managing Principal/Portfolio Strategist
Fund Evaluation Group, LLC

Fred Speece
Founder
Speece Thorson Capital Group, Inc

Carolyn Weiss
Chief Financial Officer & Treasurer
New York Community Trust

Jake Ledbetter
Senior Analyst
Bella Research Group

Juan Martinez
Vice President
Chief Financial Officer & Treasurer
John S. & James L. Knight Foundation

Robert Raben
President and Founder
Diverse Asset Managers Initiative

Kevin Stephenson
Managing Director
Cambridge Associates, LLC

Ian Benjamin
Partner
RSM US LLP

Juan Martinez
Vice President
Chief Financial Officer & Treasurer, John S. & James L. Knight Foundation

Scott Howe
Director
Forester Capital LLC

Kerra Smith
Managing Director
Forester Capital LLC

Mihir Desai
Mizuho Financial Group Professor of Finance
Harvard Business School

Kenneth Jones,
Vice President
Chief Financial Officer, The Annie E. Casey Foundation

2017 SPONSORS

TIAA Institute
Fund Evaluation Group
Russell Investments