CFA Society San Francisco invites you to an in-depth conference on today’s important issues for endowments and foundations. Hear from senior level thought leaders, practitioners, CIOs, and heads of prominent foundations who will share their insights with you.
Topics include the use of hedge funds and alternatives, how to define success for E&Fs, challenges of being a long term investor, and more.
In addition to the rich content, the day also includes breakfast, lunch and a cocktail reception offering meaningful time to engage with colleagues and presenters alike.
Registration Opens - 7:45 AM
Coffee & pastries will be served
Opening Remarks - 8:30 AM
What's Ahead for Endowments & Foundations - 8:40 AM
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 - 9:40 AM
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, Managing Director, U.S. Trust
Blake Williams, Treasurer & Chair of the Finance and Investment Committee, Save the Redwoods League
Monica Pressley, Chief Financial Office, Evelyn and Walter Haas, Jr. Fund
Susan H. Wallace, Vice President for Finance & Administration, Saint Mary's College of California
The "Other" Challenges of Being a Long-Term Investor - 10:55 AM
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
Lunch - 11:45 AM
Keynote Speaker - 12:45 PM
Emmett Carson, CEO, Silicon Valley Community Foundation
Effective Investment Strategies for Small & Mid-Sized Endowments & Foundations - 1:40 PM
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 - 2:45 PM
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, Vice President, TIAA - Nuveen
Tim Recker, Chief Investment Officer and Treasurer, James Irvine Foundation
Stacy Lewis Daher, Associate Vice President of Finance and Treasury, University of San Francisco
Sid Hartman, Chief Financial & Operating Officer, Marin Community Foundation
The Changing Landscape of Hedge Funds & Alternatives - 3:45 PM
How can endowments and foundations best utilize alternative investing strategies? Understand keys to success and common pitfalls to avoid, especially for smaller to mid-size endowments and foundations.
Jane Buchan, CEO, PAAMCO
Networking reception to follow - 4:30 PM - 6:00 PM
This event qualifies for 7 hours of continuing education credit for CFA Charterholders
Please contact firstname.lastname@example.org with at least 24 hours notice to receive a full refund.