Endowments & Foundations Roundtable 2018 (B) | Institutional Investor Institute | 5 June 2018 | Four Seasons Hotel, 200 Boylston St, Boston, MA 02116, USA

This Roundtable is the first and longest-running national meeting dedicated to the endowment and foundation community. Senior investment officers from the nation’s largest endowments, foundations, and healthcare organizations gather in this Roundtable devoted exclusively to their special investment and spending policy concerns.

We are thrilled to preview the 2018 Advisory Board. Through conversations with these industry leaders, we are developing the Roundtable agenda to address the most critical trends and questions in the endowments, foundations and healthcare space today. We are grateful for their support and guidance as we shape the agenda.

2018 Speakers

David Erickson
Chief Investment Officer, Ascension Investment Management

Fred B. Greear
Director of Investments, Carilion Clinic

John C. Alexander
Chief Investment Officer, Clemson University Foundation

Charles A. Kennedy
Chief Investment Officer, Carnegie Mellon University

Jeffrey E. Heil
Chief Investment Officer, Doris Duke Charitable Foundation

Catherine Ulozas
Chief Investment Officer, Drexel University

Jason Matz
Chief Investment Officer, GHR Foundation

Rosalind M. Hewsenian
Chief Investment Officer, Helmsley Charitable Trust

Mark Baumgartner
Chief Investment Officer, Institute for Advanced Study

James Clarke
Senior Vice President, Investments & Treasurer, Kansas University Endowment Association

Kristin Agatone
Chief Investment Officer, Lehigh University

Shawn Wischmeier
Chief Investment Officer, Margaret A. Cargill Philanthropies

Jason Klein
Senior Vice President & Chief Investment Officer, Memorial Sloan Kettering Cancer Center

Anthony S. Waskiewicz
Chief Investment Officer, Mercy Health

Scott M. Pittman
Senior Vice President & Chief Investment Officer, Mount Sinai Health System

William Deu Lee
Chief Investment Officer & Senior Vice President, New York Presbyterian Hospital

John Pomeroy
Chief Investment Officer/Chief Risk Officer, The Pennsylvania State University

Charles J. Pippin
Senior Vice President and Chief Investment Officer, Pepperdine University

Randy Kim
Chief Investment Officer, Rainwater Charitable Foundation

Chun Lai
Deputy Chief Investment Officer, Rockefeller Foundation

Jonathan D. Hook
Chief Investment Officer, The Harry and Jeanette Weinberg Foundation

Craig Crow
Director of Investments, Trinity University

Craig Barker
Senior Vice President, Financial Services/Chief Investment Officer/Chief Financial Officer, University of Arizona Foundation

Britt Harris
Chief Investment Officer, UTIMCO

Karl Scheer
Chief Investment Officer, University of Cincinnati

Todd Shupp
Chief Investment Officer, University of Kentucky

Thomas F. Richards
Treasurer/Chief Investment Officer, University of Missouri

Jay Namyet
Chief Investment Officer, University of Oregon Foundation

Jonathan L. Shear
Chief Investment Officer, University of Utah

Richard Kraich
Chief investment Officer, West Virginia University Foundation

MaDoe Htun
Chief Investment Officer, William Penn Foundation

Geeta Kapadia
Senior Investment Strategist, Yale New Haven Health System