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2nd Annual Endowment and Foundation Chief Investment Officer Roundtable

December 7, 2017

2nd Annual Endowment and Foundation Chief Investment Officer Roundtable


Thursday, December 7, 2017
5:30 pm – 8:00 pm




Ken Redd, National Association of College and University Business Officers (NACUBO)

6:10 – 6:30: KEYNOTE ADDRESS

Brian O’Neil, CFA, Robert Wood Johnson Foundation

6:30 – 7:45: PANEL


Jeremy Tennenbaum, CFA, The Altman Foundation


MEENA LAKSHMAN, CFA, Helmsley Charitable Trust
ANDREW RUSSELL, Pension Boards – United Church of Christ (PB-UCC)
William L. Collins, Chair, Board of Trustees, St John’s University


Bridget McKenna, CFA, Nuveen

Register to Attend
Asset Owners: Request Complimentary Admission


Member $55
Nonmember $150

[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.]


CFANY Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Registration Deadline

Wednesday, December 6th, 2017

Asset Owner Series Sponsor



Opening Comments

Robert Discolo, CFA, CAIA


Brian O’Neil, CFA, Robert Wood Johnson Foundation
KEN REDD, National Association of College and University Business Officers (NACUBO)
Meena Lakshman, CFA, Helmsley Charitable Trust
Andrew Russell, Pension Boards – United Church of Christ (PB-UCC)


Jeremy Tennenbaum, CFA, The Altman Foundation

Closing Remarks

Bridget McKenna, CFA, Nuveen

Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFANY’s code of conduct.

The 2nd 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.

According to the latest Nacubo-Commonfund study on endowments, the share of alternatives among endowments with over $1bn has doubled in the last decade. This shift has been marked by innovative portfolio themes in the space that include a focus on uncorrelated investments, tail risk hedges, investing in Venture capital etc. which will be discussed by the CIOs and senior investment managers of major Endowments & Foundations at this evening conference.

In addition, we will navigate how these nonprofit organizations are managing multiple objectives and are becoming increasingly focused on risk, managing short-term liquidity and due-diligence in manager selection. 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.

Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. CFANY has full discretion on who qualifies as an asset owner attendee.‎

CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

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