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Endowment & Foundation Forum |
| October 7-9, 2013 |
| Boston Marriott Long Wharf, Boston, MA |
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15th Annual Endowment and Foundation Forum will provide a forum for free exchange of ideas concerning portfolio planning and investment strategies. Rar 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 ir organizations can utilize and dovetail with particular investment strategies. |
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Testimonials from Last Year's Event: |
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| "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 |
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| "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 |
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| "A wonderful opportunity to share ideas and learn." |
| - -Stephen Viederman, Finance Committee, Christopher Reynolds Foundation |
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| "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 |
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Past Industry Representation: |
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Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers
Chart II: Institutional Investors/Consultants
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Boston Marriott Long Wharf
296 State Street
Boston, MA 02109
Phone: 617-227-0800 |
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| 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 to book your room. The hotel will not accept individual call-ins. |
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- Rooms are available only to those participants who are registered conference 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.
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Conference Registration Prices: |
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Earlybird Rate
(Expires 8/16/13)
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Standard Rate |
| Asset Managers & Service Providers |
$2,495 |
$2,895 |
***Institutional End-Investors
(subject to qualification) |
Complimentary |
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| Registration price reflects $100 online discount |
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*** Institutional End-Investors include: organizations that are solely investing on ir 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. |
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Sponsorship, Exhibition & Speaking Opportunities
Call: 212-532-9898 x 0
Email: info@opalgroup.net
Plan Sponsors, Endowments and Foundations
Call: 212-532-9898 x 0
Email: info@opalgroup.net |
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