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Endowment & Foundation Forum

Endowment & Foundation Forum

November 16-18, 2015
Boston Marriott Long Wharf, Boston, MA
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Register Now for the Endowment & Foundation Forum
(Agenda current as of 11-17-15)
  Conference Details:

The 17th 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 sectors, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with particular investment strategies.

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

The GAFM Global Academy of Finance & Management™ is the world's fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.

The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.

  • CWM™ Chartered Wealth Manager®
  • MFP™ Master Financial Planner®
  • AFA™ Accredited Financial Analyst®
  • CTEP™ Chartered Trust and Estate Planner®
  • CITA™ Certified International Tax Analyst™

* All certification courses available directly online from an accredited law school program

Global Academy of Finance & Management

Click here for more info

  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
  Keynote Speakers:

The Impact of the Global Economy on
Domestic Market Volatility

Presented by:

Peter P. Costa
President, Empire Executions; Governor, NYSE; Market Analyst, CNBC



Keynote Presenter:
Uncharitable: How Restraints on Nonprofits Undermine Their Potential

Dan Pallotta
Chief Humanity Officer of Advertising, Humanity; New York Times Best Selling Author,
Uncharitable & Charity Case


View Speaker Biographies
"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

We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATIONS link below to book your room. The hotel will not accept individual call-ins.
Please contact Lissette Acosta at 212.532.9898 ext.191 or lacosta@opalgroup.net for additional hotel information.
  • 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:
  Earlybird Rate I
(Expired 7/31/15)
Earlybird Rate II
(Expired 9/30/15)
Standard Rate
Asset Managers & Service Providers $2,695 $2,895 $3,195
*** Family Offices (Single/Multi), Endowment, Foundation, Non-Discretionary Consultant, and Hospital/Healthcare Fund
(subject to qualification)
Registration price reflects $100 online discount
Register online and save!
*** These 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 Sponsors:

Kingsland Capital ManagementWellesley Investment Advisors

  General Sponsors:

Aberdeen Asset Management AEW Capital Management, L.P. Bowery Investment Management

Cohanzick Management, LLCCommonfundCortland Partners

DuPont Capital Management Eastern Point Capital ManagementEfficient Capital Management

Five States Energy Capital, LLCGreensoil Investments Invest CloudMeech Lake Investment Group

Rockefeller & Co.

Standard & Poor's Money Market DirectoriesTFS Corporation Tortoise Capital Advisors

  Exhibitor Sponsors:

Eaton Vance Investment ManagersFoundation Source

Granahan Investment Management OFI Global PNCPrice Asset Management

Solovis, LLC

Sterling Foundation Management, LLCWestern Union Business Solutions

  Media Partners:

Around Wall Street ATMonitor BloombergBRIEF Business Potals Clear Path Analysis CVCA EurekahedgeEvents in America Family Office Elite Magazine Fintrx Global Banking & Finance Review (GBAF) Global Risk CommunityGRCBlueBook HedgeCo Hedge Connection International Alternative Investment Review (IAIR) Leebug Hedge Fund AlertMicroCapital PitchBook Preqin

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