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5th Annual Endowment and Foundation Chief Investment Officer Roundtable

Thursday, June 22 | 5:30 PM - 8:30 PM

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Overview

The 5th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives, exploring private markets and turning to strategic partners. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets, their perspectives and approach towards these goals offer a valuable lesson for investors.

Agenda

5:30 PM | REGISTRATION


6:00 PM | INTRODUCTION


6:05 PM | KEYNOTE SPEAKER

Jon Lukomnik, Founder, Sinclair Capital LLC


6:45 PM | PANEL DISCUSSION

Moderator

Monique Aiken, Managing Director, The Investment Integration Project

Panelists

Rini Banerjee, President, Jessie Smith Noyes Foundation

Bert Feuss, Senior Advisor, Community Capital Advisors LLC & Volunteer Investment Advisor, UC Davis Foundation & The California Endowment

Fran Seegull, President, U.S. Impact Investing Alliance


7:30 PM | CLOSING REMARKS

Texas Hemmaplardh, CFA, Partner, Mercer


7:35 PM | NETWORKING RECEPTION

Additional Details

Learning Outcomes

  • Asset Allocation
  • Manager Search and Selection

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