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.
What's Ahead for Endowments & Foundations
A single speaker providing an overview of key headwinds, issues, pressures, opportunities, etc., facing E&Fs including low interest rates, low expected returns, costs, governance, diversity, organizational, tax, legal, and political.
Speaker: Katie Hall
Defining Investment Success for Endowments & Foundations
A three-person panel discussion regarding elements of success; e.g., beating the index, peer group rankings, meeting spending needs, optimize the mission, meeting donor expectations, led by a moderator. Participants include investment committee members or finance officers.
Speakers*: Bill Jarvis
The Other Challenges of Being a Long-Term Investor
A single speaker outlining key findings and recommendations regarding governance and board-related issues. Speaker is an expert in governance and board structure.
Speaker: Nikki Kraus
Effective Investment Strategies for Small & Mid-Sized Endowments & Foundations
A two-person panel discussion regarding trade-offs between pursuing a “traditional” investment approach and the endowment model, led by a moderator. Participants are two senior level investors.
Speakers: Ann Barber, Charles Pohl, Jay Kloepfer
A three-person panel discussion regarding each of the participant’s specific investment and portfolio strategies (and any unique issues/consideration included in the investment policy statement) and the rationale behind their approach. Participants include CIOs from a small (sub $100mm), mid ($200-$500mm) and large ($1 billion or more) Endowment or Foundation.
Speakers*: Tom Woolley
The Changing Landscape of Hedge Funds & Alternatives
A single person outlining current challenges/headwinds facing hedge funds and alternatives and potential opportunities for E&F investors.
Speaker: Jane Buchan
*More speakers and bios to come.
Dodge & Cox
More details on speakers and topics to come.
This event qualifies for 8 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.