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Endowment & Foundation Forum

Endowment & Foundation Forum

November 17-19, 2014
Boston Marriott Long Wharf, Boston, MA
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Register Now for the Endowment & Foundation Forum
(Agenda current as of 11-10-14)
  Conference Details:
16th Annual Endowment and Foundation Forum will provide a forum for free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this endowment and foundation conference will tackle issues that are most germane to nation's endowments and charitable foundations by examining critical investment topics, as well as need to align fiscal strategy with goals of a particular organization. Participants and delegates will speak on a range of issues, including 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 pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting industry sector, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with particular investment strategies.
  Keynote Speaker:
Nancy Davis

Dr. A. Gary Shilling, President, A. Gary Shilling & Co., Inc.

View Speaker Biographies
  Charitable Partner Speaker:

John O'Shea, Interim President and CEO, Cristo Rey Network

View Speaker Biographies
  Topics Will Include:
  • New Investment Styles and Strategies
  • Challenges facing Endowments and Foundations
  • Asset Allocation: Identifying the appropriate asset classes for your portfolio
  • Hedge Funds
  • Risk Management
  • Fixed Income and Credit Markets
  • New Wave of Alternative Strategies
  • Equity Investing
  • Private Equity Investing
  • Impact Investing
  • Governance Insights-Making Complicated Issues
  • Simple for Trustees and Fiduciaries
  • Real Estate
  • Real Assets
  • Philanthropy and Program Related Investments
  • Emerging and Frontier Markets
  • Sustainable investing and fiduciary duty
  • CIO Outsourcing
  • The Changing Landscape for Endowments & Foundations
  • and many more!
  Who Should Attend:
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Broker Dealers
  • Industry Service Providers
  • Alternative Investment Managers
  Testimonials from Last Year's Event:
"This event was clear, pertinent, and to the point. I will return regularly. Thank you for assembling the talent and topics."
- -Mark Virello, Chief Financial Officer, Laboure College
"Opal presented an efficient, well organized endowment conference that covered the issues that higher education professionals are facing on a daily basis. This was my first Opal conference and I will be eager to see the agenda for next year."
- -Scott Tochtermna, Endowment Portfolio Analyst, Messiah College
"A wonderful opportunity to share ideas and learn."
- -Stephen Viederman, Finance Committee, Christopher Reynolds Foundation
"We enjoyed the independent perspective provided by actual E&F investors and others in the space that invest in private equity."
- -Ben Stoddard, Senior Investment Analyst, Virginia Tech Foundation
More Testimonials
  Past Industry Representation:
Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers

Chart II: Institutional Investors/Consultants
  Hotel Info:
Boston Marriott Long Wharf
296 State Street
Boston, MA 02109
Phone: 617-227-0800

Please see below for a listing of nearby hotel accomodations
Boston Cambridge
50 Broadway Cambridge Massachusetts 02142 USA
Boston Copley
110 Huntington Ave, Boston, MA 02116
Boston Tudor Wharf Residence Inn
34-44 Charles River Ave, Boston, MA 02129
Boston Cambridge Residence Inn
Six Cambridge Center, 120 Broadway, Cambridge, MA 02142
South Boston Courtyard
63 Boston St, Boston, MA 02127
Boston Quincy
1000 Marriott Drive, Quincy, Massachusetts 02169


  Conference Registration Prices:
  Standard Rate
Asset Managers & Service Providers $2,995
***Institutional End-Investors
(subject to qualification)
Registration price reflects $100 online discount
Register online and save!
*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

Subject to Opal Financial Group's approval. Eligibility will be verified.
  Sponsorship, Exhibition & Speaking Opportunities
212-532-9898 x 0
Email: info@opalgroup.net

Plan Sponsors, Endowments and Foundations
Call: 212-532-9898 x 0
Email: info@opalgroup.net
  Executive Sponsor:
Eos PartnersMaples Fund Services PowerShares QQQState StreetStrategy CapitalWellesley Investment Advisors
  General Sponsors:

Aberdeen Asset Management Inc. AEWAlambic Investment ManagementAshlandCardinal Investment Advisors

Capital One Bank Ceres Partners

Common FundDuff & PhelpsFCSFIS GroupFL PutnamGallatin Natural ResourcesGE Asset ManagementHarrison Street Real Estate CapitalThe Hi-Rise Group of CompaniesIntercontinental Real Estate CorporationJasper Ridge Partners Kaplan Fox Lord AbbettLuminus Management LLCMillstreet Capital ManagementNetage Solutions Richard Bernstein AdvisorsStandard & Poor's Money Market DirectoriesStride Capital GroupTIAA-CREFTortoise Capital Advisors Trillium Asset Management 
 True Green CapitalTurner Investments, L.P. West Side Advisors, LLC

  Exhibitor Sponsor:
BNY MellonInvestment MetricsWindhaven Investment Management
  Charitable Partner:
Cristo Rey Network

The Cristo Rey Network is comprised of 26 Catholic high schools that provide a quality, college preparatory education to 8,100 urban young people who live in communities with limited educational options. Most students qualify for the federal free or reduced lunch program and 96% are young persons of color. Member schools utilize a rigorous academic model, coupled with an innovative Corporate Work Study Program that employs every student one full day a week to fund half of his or her education. This school-year, Cristo Rey students are collectively earning $44mm at 1,800 corporate partners. Our unique combination of classroom and workplace learning provides students with the knowledge, 21st century skills, and habits of mind to complete high school and succeed in college at rates double their peers from the same economic backgrounds. Learn more at www.cristoreynetwork.org.

To donate now, https://app.etapestry.com/hosted/CristoReyNetwork/OnlineGiving.html
  Media Partners:
AlHuda CIBE ATMonitor hedge fund searchBusiness Roundtable Institute for Corporate EthicsCVCA Connext ConsultingEvents In America Forgotten Economy Global Banking Finance Review Hedge Connection Hedgeco.netHedge Fund Alert HedgeWeek HFObserver IAI Review IFC Review Institutional real estate Inc IntegriData Lat AM Alternatives Markets and Markets Micro Capital Milltrust ACM Insight Preqin Private Equity Wire Property Funds World SATO SATO Hillcrest Swiss Investor Directory True Banking Value Walk Wealth Adviser Wealth Management
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