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Endowment & Foundation Forum
Endowment & Foundation Forum
 
September 21-23, 2011
Boston Marriott Long Wharf, Boston, MA
 
Endowment and Foundation Forum - Past Conference Agenda VIEW PAST CONFERENCE AGENDA
(as of 9-14-11)
  Conference Details:
 
The 13th Annual Endowment and Foundation Forum will provide a forum for the 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 the issues that are most germane to the nation's endowments and charitable foundations by examining critical investment topics, as well as the need to align fiscal strategy with the goals of a particular organization. Participants and delegates will speak on a range of issues, including the 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 the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting the industry sector, guest speakers and participants can gain a greater understanding of how their organizations can utilize and dovetail with particular investment strategies.
 
  Conference Registration Prices:
 
Standard Registration - ($2895 USD)

Endowment/Foundation and Consultants Registration- (Complimentary)
 
Registration price reflects $100 online discount
 
 

Sponsorship, Exhibition & Speaking Opportunities
Call:
212-532-9898
Email: info@opalgroup.net

 
Plan Sponsors, Endowments and Foundations
Call: 212-532-9898
Email: info@opalgroup.net
 
  Hotel Info:
 
Boston Marriott Long Wharf SOLD OUT
296 State Street
Boston, MA 02109
Phone: 617-227-0800
   
 
Suggested Lodging:
Hotel Phone Distance to Marriott
Intercontinental Boston 617-747-1000 5 min walk
Boston Harbor Hotel 617-439-7000 5 min walk
 
  Co-Lead Sponsor:
 
SG Americas Securities
 
  Executive Sponsors:
 
ING Investment Management State Street Wentworth, Hauser and Violich World Gold Council
 
  General Sponsors:
 
Advent Software Balestra Capital Bank Street Brooke Private Equity Associates Catalyst Health VenturesClearbridge Advisors Creditsights CWS Capital Partners Commonfund Corry Capital Advisors DDJ Capital Diversified Global Asset Management Energy Opportunities Capital Management FIDAC Fisher Lynch Fund Evaluation GroupGray & CompanyHodges Capital Highland Capital Management III Associates JP Morgan Asset Management Lighthouse Reality Funds LM Capital GroupMellon Capital Management Merganser Metropolitan Capital Strategies MorningstarOld Mutual Global Index Trackers New Boston Funds Palisade Capital Management Savitr Capital SG Americas Securities Standard & Poor's Money Market Directories Telluride Asset Management Timbervest Thomas White International Tortoise Capital Advisors Trillium Asset Management Urban America Advisors
 
  Exhibitor Sponsor:
 
WP Stewart
 
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