Foundations & Endowments

Mon, 22/07/2013 (All day)
Conducted by: 
Marcus Evans
Contact: 
Jenny Keane

the speakers:

Kathryn Murtagh, Managing Director and Chief Compliance Officer, Harvard Management Company
Larry Summers, Director of the White House National Economic Council, Assistant to the President for Economic Policy
Kevin Schuyler, CIO, The Nature Conservancy
 
the key topics
- Strategic Portfolio Diversification 
- Broadening Your Horizons with Emerging Market Investments 
- New Trends and Associated Risk in Alternative Investments 
- Manager Selection and Retention 
- Opportunities for Return with PRI 
- Connecting Organizational Initiatives to Foster Growth, Efficiency and Your Original   Mission 
- Best Practices in Choosing, Retaining and Managing Your Service Providers 
- Opportunities with Private Equity Investments 
- Investing in Real Assets 
- Leaving a Legacy with Sustainable Investing
 
the delegates
The Foundations & Endowments Investment Summit is an invitation-only event held for approximately 90 attendees, and is closed to the public. Delegates consist of the investment heads of the most reputable foundations in the country.


testimonials
The Foundations & Endowments Investments Summit was a great way to stay abreast of current trends, whilst having an opportunity to network with other investment professionals
Chief Financial Officer
The Lance Armstrong Foundation 
 
The Summit was well organized, stuck to the timeline as scheduled and covered relevant topics of current interest
COO
Columbia Investment Management Company
 
The organizational logistics of the Foundations & Endowments Investment Summit are exceptionally well coordinated. The speaker events are timely, insightful and provocative. Overall, it is a user friendly, well organized and useful use of time
Director Portfolio Investments
United Technologies Corporation
 
The format of this Summit was very interactive and unique as compared with others. I enjoyed the opportunity to engage directly with business partners 
Senior Director Treasury & Student Account Management 
American University
 
The Summit was a unique and effective way to get a quick snapshot of the multiple investment options available
CAO and CFO
Jewish Federation of Greater Philadelphia
 
past attendees include
Arizona State Treasurer's Office, Chief Investment Officer
Brandeis University, Chief Investment Officer
Columbia Investment Management, Chief Operating Officer
Conrad N. Hilton Foundation, Chief Investment Officer
Drexel University, Director of Investments
Fordham University, Chair of the Investment Committee
George Washington University, Chief Investment Officer
Harvard Management Company, Managing Director Foreign Exchange
Jewish Federation of Metropolitan Chicago, Chief Investment Officer
Lumina Federation of Metropolitan Chicago, Chief Investment Officer
 

Upcoming events

Upcoming training

Mon, 12/05/2014 (All day) - Dubai
Tue, 13/05/2014 (All day) - Dubai