Endownments & Finance Summit 2018 | Council on Foundations | 6 September 2018 | The Watergate Hotel, 2650 Virginia Ave NW, Washington, DC 20037, US

The Endowments & Finance Summit is the leading forum at the nexus of philanthropy, finance, investment, and policy where C-Suite foundation leaders go to explore the shifting forces in the investment landscape; gain invaluable insights on trends, strategies, and new regulations; and have candid conversations about threats to business models.

Curated by a Working Group of highly respected thought leaders from both the investment and philanthropic sectors, the Endowments & Finance Summit brings together business professionals, economists, nonprofit leaders, investment experts, researchers, and scholars to inspire; build connections to new strategic opportunities, and partnerships; and consider challenges that need to be overcome.

2018 Speakers

Dennis Johnson
Managing Director, CIO, TIAA Endowment & Philanthropic Services

Deborah Kasemeyer
Managing Director, Community Development & Investments, Northern Trust

C. Mark Crosswell
Managing Director, Social Impact Strategy & The GoATL Fund, Community Foundation for Greater Atlanta

Heather Myers
Partner, Non-profit Practice Leader, Aon

Sheila Noonan
Partner, Non-profit Practice Leadership team/ OCIO, Aon

Christopher Hanak
Acting Chief Investment Officer, Group Health Foundation

Wendy Campos
Partner and Tax Leader, Foundations and Exempt Organizations, Moss Adams LLP

Elizabeth Dollar
Partner and National Practice Leader, Not-for-Profit, Moss Adams LLP

Brigid Peterson
Endowments & Foundations Advisor, Brown Advisory

Patti Chandler, CPA
Vice President Finance & Administration, Baltimore Community Foundation

Beth Bafford
Director of Investments, Calvert Foundation

Tim O’Donnell
Senior Vice President, FEG Financial Advisors

Ginny Quick
Outgoing CFO Sierra Club Foundation/ Financial Management Consultant

Dianne C. Bailey
Esq., Managing Director, U.S. Trust

Nancie Suzuki
Executive Director, Richard and Nancy Marriott Foundations

Nina Weissberg
Vice President and Secretary, Weissberg Foundation

William F. Jarvis
Managing Director, U.S. Trust

Ann Casey
Vice President, Finance and Operations, Madison Community Foundation

Maria A. Falvo
President & CEO, American Savings Foundation

Steven C. Snyder
Managing Director, Head of Relationship Management, Commonfund

Keith Luke
President, Commonfund Securities, Inc.

Nanci Morris
Founder & Managing Partner, Kidderbrook Group

Angie Santo-Walter
Director, Non-profits and Healthcare Systems, Russell Investments

Robert L. Greene
President & CEO, National Association of Investment Companies

Juan Martinez
VP/CFO & Treasurer, John S. & James L. Knight Foundation

Noelle Laing
Managing Director, Cambridge Associates

Dave Stangis
Vice President Corporate Responsibility, Chief Sustainability Officer, The Campbell Soup Company

Janine Guillot
Director of Capital Markets Policy and Outreach, Sustainability Accounting Standards Board “SASB”

Gil Nusbaum
General Counsel, National Philanthropic Trust

Christine Searson
Vice President of Finance, The Saint Paul & Minnesota Community Foundations

Karla Jones-Weber
Chief Financial & Administrative Officer, Community Foundation of Greater Des Moines

Kevin K. Murphy
President, Berks County Community Foundation

Ian Benjamin
Partner, RSM US LLP

2018 Sponsors

LEADERSHIP & NETWORKING RECEPTION PARTNER
• TIAA Institute

CONCURRENT SESSION PARTNERS:
• Breckinridge Capital Advisors
• Fund Evaluation Group, LLC
• Northern Trust
• Russell Investments
• U.S. Trust

LEARNING LAB PARTNERS
• AON
• Brown Advisory
• Moss Adams LLP
• RSM US LLP

LUNCH ROUNDTABLE PARTNERS
• GCM Grosvenor
• Strategic Investment Group
• Verus Investments