Opal Financial Group - Endowment & Foundation Forum 2009

Opal's annual endowment & foundation conference is an event intended to provide a forum for the free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle the issues that are most germane to the nation’s endowments and charitable foundations by examining critical investment topics, as well as the need to align fiscal strategy with the goals of a particular organization. Participants and delegates will speak on a range of issues, including the necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning, as well as addressing the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting the industry sector, guest speakers and participants can gain a greater understanding of how their organizations can utilize and dovetail with particular investment strategies.

	Conference Details
	Opal's annual endowment & foundation conference is an event intended to provide a forum for the free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle the issues that are most germane to the nation’s endowments and charitable foundations by examining critical investment topics, as well as the need to align fiscal strategy with the goals of a particular organization. Participants and delegates will speak on a range of issues, including the necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning, as well as addressing the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting the industry sector, guest speakers and participants can gain a greater understanding of how their organizations can utilize and dovetail with particular investment strategies.		Sponsorship, ExhibItion & Speaking Opportunities Call: 212-532-9898 x 275 Plan Sponsors, Endowments and Foundations Call: 212-532-9898 x 275 Conference Registration Prices: Standard Registration - ($2895 USD) Endowment/Foundation Registration- (Complimentary) Registration price reflects $100 online discount


	Featured Keynote Speaker:

	Kyle Bass, Managing Partner, Hayman Advisors, L.P., speaking at 5:15pm on Monday, October, 26th.

	Hotel Info:
	Hyatt Regency Boston One Avenue de Lafayatte Boston, Massachusetts, 02111 Phone: (617) 912-1234 Fax: (617) 451-2198		We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link below to book your room. The hotel will not accept individual call-ins.
	ONLINE HOTEL RESERVATION • Rooms are available only to those participants who are registered the Endowment & Foundation Forum attendees. • Rooms will not be guaranteed without a credit card. • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability. • The name on the form will be the name of the guest room.


		Endowment & Foundation Forum October 25-27, 2009 Hyatt Regency Boston, Boston, MA VIEW CONFERENCE AGENDA (as of 10-21-09) __SUGGEST A SPEAKER

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