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Endowment & Foundation Forum

Endowment & Foundation Forum

November 17-19, 2014
Boston Marriott Long Wharf, Boston, MA
Add To Your Outlook Calendar
 
Register Now for the Endowment & Foundation Forum
 
VIEW CURRENT AGENDA
(Agenda current as of 9-24-14)
 
  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:
 

Randy Kurtz, 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

www.marriott.com
 
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.
 
Online Hotel Reservation
  • 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.
 
  Conference Registration Prices:
 
  Standard Rate
Asset Managers & Service Providers $2,995
***Institutional End-Investors
(subject to qualification)
Complimentary
 
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
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
 
  Executive Sponsor:
 
PowerShares QQQ
 
  General Sponsors:
 

AEW BNY Mellon Common Fund Netage Solutions FL PutnamFL Putnam Intercontinental Real Estate Corporation Kaplan Fox Lord Abbett Luminous Management Maples Fund Services Millstreet Capital Management Standard & Poor's Money Market DirectoriesStandard & Poor's Money Market Directories Richard Bernstein Advisors State Street Trillium Asset Management Tortoise Capital Advisors West Side Advisors, LLC

 
  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 search CVCA Business Roundtable Institute for Corporate Ethics Events 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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