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Endowment & Foundation Forum

Endowment & Foundation Forum

November 16-18, 2015
Boston Marriott Long Wharf, Boston, MA
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  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.

UNIQUE CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. PowerPoint presentations are prohibited during the sessions but may be made available on our mobile app.

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
 
  Testimonials:
 
"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:
 

TBA

 
 
 
 
 
 
  Conference Registration Prices:
 
  Earlybird Rate I
(Expires 7/31/15)
Earlybird Rate II
(Expires 9/30/15)
Standard Rate
Asset Managers & Service Providers $2,695 $2,895 $3,195
***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
 
  General Sponsors:
 

Standard & Poor's Money Market DirectoriesTortoise Capital AdvisorsWellesley Investment Advisors

 
  Media Partners:
 
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