Foundations & Endowments Conference
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 Export to Your Calendar 11/29/2017
When: Wednesday, November 29
8:00am-4:00pm (Reception to Follow)
Where: Map this event »
The City Club of San Francisco
155 Sansome Street
11th Floor Dining Room
San Francisco, California  94104
United States

Online registration is available until: 11/29/2017
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CFA Society San Francisco is inaugurating a new day-long event addressing important issues, offering best practices and investigating new ideas for university endowments and private foundations ranging from investment strategy, governance, costs, and board participation.

The conference will address topics including:

  • What’s ahead for E&Fs
  • Defining investment success
  • Challenges of Being a Long-Term Investor
  • Effective Investment Strategies for small and Mid-Sized E&Fs
  • A CIO roundtable discussion
  • Aligning mission with investment practices
  • To outsource or not the Chief Investment Officer
  • The Changing Landscape of Hedge Funds and Alternatives
  • Board service
  • The true costs of managing foundation resources

The conference takes place at the historically significant, City Club of San Francisco and includes continental breakfast, lunch, and refreshments.

Lead Sponsor: 

Dodge & Cox

More details on speakers and topics to come.


Continuing Education:
This event qualifies for 8 hours of continuing education credit for CFA Charterholders

Cancellation Policy
Please contact with at least 24 hours notice to receive a full refund.