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Endowment & Foundation Forum |
| October 7-9, 2013 |
| Boston Marriott Long Wharf, Boston, MA |
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Conference Day 1: Monday, October 7, 2013 |
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| 9:00 am |
Exhibit Setup |
| 11:00 am |
Registration |
| 12:00 pm |
Chairman Welcoming Remarks
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| 12:10 pm |
WORLD GOLD COUNCIL |
| 12:30 pm |
Standalone |
| 12:50 pm |
Challenges facing Endowments and Foundations
- State of the industry
- Identifying differences between large and small endowments
- Communicating with the investment board
- The role of the consultant
- Appropriate Asset Allocation
- The manager selection process
- Managing internal staff
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| 1:50 pm |
Alternative Investment Styles and Strategies to Enhance ROI and Diversification |
| 2:50 pm |
Networking Refreshment Break |
| 3:15 pm |
Asset Allocation: How to Adapt to the New Normal
Moderator:
Executive Director, Strategic Investors (SIFIRM)
Panelists:
Director, Asset Allocation, Towers Watson Investment Services, Inc. |
| 4:15 pm |
Impact Investing & Social Enterprises
- Social enterprise, impact investing, and development impact bonds - what does it all mean?
- Would one want to be a social investor?
- Are social investments an asset class on their own?
- What are the major risks for the institutional investor? Do investors understand what the types of returns are?
- Are there many social investment products to choose from? Would my investment advisor know about them?
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| 5:15 pm |
Targeting Risk over Returns - A New Model
- Defining risk
- Obvious vs Non-Obvious Risks (volatility, drawdown, liquidity, permanent loss of capital, cost, complexity)
- Flaws of the conventional, return-driven "endowment" model
- A new risk-centric model
- Tools and team required to sustain the new approach
Moderator:
Partner & Chief Risk Officer, CV Advisors (MFO) |
| 6:00 pm |
Cocktail Reception
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Conference Day 2: Tuesday, November 13, 2012 |
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| 7:30 am |
Continental Breakfast |
| 8:00 am |
Welcoming Remarks |
| 8:05 am |
Standalone |
| 8:25 am |
Standalone |
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TRACK A |
TRACK B |
| 8:45 am |
Real Estate: Where is the Opportunity Set Globally Today?
- Is US core real estate still attractive or has it become overpriced?
- Do compelling non-core opportunities still exist in US?
- What geographies are compelling globally?
- Are real estate debt strategies still attractive?
- What investment structures are most attractive today: comingled funds, direct investments, co-investments?
Moderator:
Senior Consultant, Private Markets, NEPC, LLC |
Opportunities within the Fixed Income and Credit Markets |
| 9:45 am |
Hedge Fund Opportunities - The Alternatives Challenge for Endowments and Foundations
- Hedge fund operational due diligence challenges
- Evaluating hedge fund compliance risks in the post Dodd-Frank environment
- After Madoff should endowments and foundations be concerned about hedge fund fraud?
- Hedge fund investment opportunities for 2013
Moderator:
Managing Partner, Corgentum Consulting, LLC |
Private Equity |
| 10:45 am |
Network Refreshment Break |
| 11:00 am |
Real Assets
Moderator:
Panelists:
TORTOISE capital advisors |
Emerging Markets
Moderator:
Panelists:
Old Mutual Global Index Trackers (US) LLC |
| 12:00 am |
Equity Investing |
Practical Tools to Improve Foundation Governance and Foster Financial Health
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| 1:00 pm |
Luncheon |
| 2:15 pm |
Philanthropy and Program Related Investments
- What are Program Related Investments?
- What is the purpose of Program Related Investments?
- Situations PRIs can be most effective
- Do program-related investments have benefits for foundations and nonprofits alike?
- Rule changes involving Program Related Investments
- Donor Advised Funds
Moderator:
Panelists:
President/CEO, National Philanthropic Trust |
| 3:15 pm |
Sustainable investing and fiduciary duty
- The connection between SRI and financial performance
- Having an impact through shareholder advocacy
- The growing availability of ESG (environmental, social, and governance) performance data on companies
- The spectrum of SRI screening/research (negative, best in class, positive, integration)
- Investing in a sustainable future
- Green clean technologies
- Government & tax credits
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| 4:15 pm |
Manager Selection |
| 5:15 pm |
Cocktail Reception |
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Conference Day 3: Wednesday, October 9, 2013 |
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| 8:00 am |
Continental Breakfast |
| 9:00 am |
Welcoming Remarks |
| 9:10 am |
Standalone |
| 9:30 am |
CIO Outsourcing...When does it make sense?
- Why move to an outsourced CIO model?
- Compliance and fiduciary issues when outsourcing
- Advantages and disadvantages of outsourcing your endowment
- Why outsource your back office?
- Transparency and Continuity
- Compliance Issues
- Fiduciary Duties
- Types of outsourcing providers
Moderator:
Senior Director, Endowment Management, The Jewish Federations of North America Panelists:
Partner, PERELLA WEINBERG PARTNERS |
| 10:45 am |
Consultant Roundtable Q & A: |
| 11:45 pm |
Closing Remarks |
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Untitled Document
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