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4th Annual Endowment and Foundation Chief Investment Officer Roundtable

Thursday, February 6

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 | INTRODUCTIONS


6:05 PM | KEYNOTE SPEAKER

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


6:45 PM | PANEL DISCUSSION

Dennis Chu, IC Member – Ford Family Foundation

Ellen Ellison, Chief Investment Officer – University of Illinois Foundation

Texas Hemmaplardh, CFA, Partner – Pavilion; a Mercer Practice

Meena Lakshman, CFA, Director Investments, Helmsley Charitable Trust


7:30 PM | NETWORKING & CATERED RECEPTION