Endowment & Foundation Forum, September 21-23, 2011 at the Boston Marriot Long Wharf, in Boston, MA.

(Last Updated On: August 30, 2011)

Endowment & Foundation Forum, September 21-23, 2011 at the Boston Marriot Long Wharf, in Boston, MA.

The 13th Annual Endowment and Foundation Forum will provide a forum for the free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this endowment and foundation conference will tackle the issues that are most germane to the nation’s endowments and charitable foundations by examining critical investment topics, as well as the need to align fiscal strategy with the goals of a particular organization. Participants and delegates will speak on a range of issues, including the 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, as well as addressing the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting the industry sector, guest speakers and participants can gain a greater understanding of how their organizations can utilize and dovetail with particular investment strategies.

Register for this conference by visiting us online at opalgroup.net or please send me a message if you are interested in discussing further. The standard registration rate is still available and we are offering complimentary registrations to Endowment/Foundation and Consultants.

If you would like more information about attending this event, please do not hesitate to give us a call 212-532-9898.

Thank you for your consideration and we hope to see you in Boston!

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