Endowments & Foundations 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 this new day-long conference addressing important issues facing endowments and foundations. This year’s program will highlight governance and investment related missteps and best practices that can negatively or favorably impact the long-term growth of endowment & foundation assets. Presenters will offer commentary supporting attributes of different investment approaches that can increase the probability of achieving above-average long term success.


Session Descriptions:


What's Ahead for Endowments & Foundations

What are some of the key challenges and opportunities facing endowments and foundations today? In a period with low interest rates, higher valuations, pressure on fees, and considerable political uncertainty how can a long-term perspective be maintained? 


Katie Hall, CIO and CEO, Hall Capital Partners


Defining Investment Success for Endowments & Foundations

Hear from our panelists on what defines investment success for their organization. What are the stated investment goals and can these be overshadowed by peer rankings, donor concerns, or other factors? Given the additional considerations, what can be done to avoid veering from the long-term strategy.


William Jarvis

Sam Hodder, President and CEO, Save the Redwoods League
2 additional panelists TBD


The Other Challenges of Being a Long-Term Investor

Learn about some of the most common mistakes made by boards and investment committees that can negatively impact the long-term performance of the endowment or foundation. What governance practices can help mitigate these challenges?


Nikki Kraus, Managing Director, Strategic Investment Group


Keynote Speaker

Emmett Carson, CEO, Silicon Valley Community Foundation


Effective Investment Strategies for Small & Mid-Sized Endowments & Foundations

What are key attributes of successful “traditional” and “endowment model” investment approaches? Hear from two industry leaders in this moderated conversation


Ann Barber, Managing Director, Hall Capital Partners

Charles Pohl, CIO & Chairman, Dodge & Cox
Jay Kloepfer, Executvie Vice President, Research, Callan and Associates


CIO Roundtable

Our panel of endowment and foundation investment professionals will share insights on how they execute a long-term investment strategy that aligns with the mission of their organization.


Tom Woolley, Senior Director, TIAA


Tim Recker, Chief Investment Officer and Treasurer, James Irvine Foundation

Stacy Lewis Daher, Associate Vice President of Finance and Treasury, University of San Francisco

The Changing Landscape of Hedge Funds & Alternatives

Hear about the latest news and approaches in alternative investing. What are the keys to success and are there common pitfalls to avoid, especially for smaller to mid-size endowments and foundations?


Jane Buchan, CEO, PAAMCO


Networking reception to follow


Conference Cost:

Member: $150.00

Non-Member: $200.00


Lead Sponsor: 

 Partner Sponsors: 

Continuing Education:
This event qualifies for 7 hours of continuing education credit for CFA Charterholders

Cancellation Policy
Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund.