Opal Financial Group’s 11th Annual Endowment & Foundation Forum will cover a wide range of timely topics related to portfolio planning and investment strategies.
Opal Financial Group’s 11th Annual Endowment & Foundation Forum will cover a wide range of timely topics related to portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle the issues that are most relevant to endowments and charitable foundations. It will also address the need to align fiscal strategies with the goals of a particular organization.
This event will also provide participants with ample opportunity to network with both investors and asset managers in a relaxed, non-threatening setting.
Topics Covered Will Include:
• What Opportunities Have Arisen as a Result of the Credit Market Crisis?
• Opportunities in Infrastructure
• New Developments in Commodity Markets
• Investing in Alternatives
• Outsourced CIO Trend
• Socially Responsible Investing/Fiduciary Responsibility
