Loading Events
This event has passed.

3rd Annual Endowment and Foundation Chief Investment Officer Roundtable

December 6, 2018

5:30 PM | CHECK-IN


Robert Discolo, CFA, CAIA, Board of Directors, CFANY


Mark Anson, CIO, Commonfund, Board of the UAW Retiree Medical Benefits Trust

6:45 PM | PANEL


Mark Anson, CIO, Commonfund, Board of the UAW Retiree Medical Benefits Trust


Jacob Walthour, Member of Investment Committee – Margaret A. Cargill Philanthropies

William Lee, Chief Investment Officer, New York-Presbyterian

Jesse J. Bean, Former Treasurer and CIO Catholic Healthcare West (now known as Dignity Health)

Kristin Agatone, Chief Investment Officer, Lehigh University


Joe Cavatoni, Managing Director, World Gold Council


Thomas Brigandi, Board Director, Macaulay Honors College Foundation



Members: $55 

Asset Owners are eligible for complimentary admission.

Request Invitation
Asset Owner Series
The 3rd 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.

Series Sponsors and Partners

Founding Sponsor

Gold Sponsor

Silver Sponsor



Moderators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks

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. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎


CFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted.

Dress Code: No jeans allowed; jacket, slacks, and formal shoes required

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 CFA Society New York’s code of conduct. Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.