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Organizers:   Opal Financial Group
Name:   Endowment & Foundation Forum 2017
Description:   The 19th Annual Endowment and Foundation Forum will provide a forum for fluid exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle issues that are most germane to the nation's endowments and charitable foundations by examining critical investment topics, as well as highlight the need to align fiscal strategy with values and missions. Participants and delegates will speak on a range of issues, including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning. Our program will also address the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting industry sectors, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with trending investment strategies.
Location:   Boston, MA
StartDate:   Monday, November 6, 2017
EndDate:   Tuesday, November 7, 2017
Url:   opalgroup.net/conference/endowment-foundation-forum-2017/
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