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4th Annual Endowment and Foundation Chief Investment Officer Roundtable

Thursday, February 6

SOLD OUT

Registration Closed | No Walk-Ins

4th Annual Endowment and Foundation CIO Roundtable has reached capacity, and registration is now closed. No walk-ins will be admitted.

Overview

The 4th 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.

Asset Owners Attend Free

Asset Owner status must be verified by filling out the brief form linked below. For eligibility, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example).

Complimentary Admission

Agenda

5:30 PM | REGISTRATION 


6:00 PM | INTRODUCTION

Robert Discolo, CFA, CAIA, Chief Executive Officer and Chief Investment Officer – River Partners Family Office


6:05 PM | KEYNOTE SPEAKER

Mark Anson, Chief Executive Officer and Chief Investment Officer – Commonfund


6:45 PM | PANEL DISCUSSION

Moderator

Daniel Fridson, Family Member, Fridson Family Foundation


Panelists

Dennis Chu, IC Member – Ford Family Foundation

Ellen Ellison, Chief Investment Officer – University of Illinois Foundation

Texas Hemmaplardh, CFA, Partner – Pavilion

Meena Lakshman, CFA, Director Investments, Helmsley Charitable Trust


7:30 PM | CLOSING REMARKS

Thomas Brigandi, CFA, Chairman Emeritus, CFA Society New York Asset Owner Series; Treasurer, Macaulay Honors College Foundation


7:35 PM | NETWORKING & CATERED RECEPTION