Conference · Boston, Massachusetts · Major show
Endowment & Foundation Forum
Investment
Key numbers
- Editions on record
- 5first in 2010
About Endowment & Foundation Forum
16th Annual Endowment and Foundation Forum will provide a forum for 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 issues that are most germane to nation's endowments and charitable foundations by examining critical investment topics, as well as need to align fiscal strategy with goals of a particular organization. Participants and delegates will speak on a range of issues, including 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 pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting industry sector, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with particular investment strategies.
Keynote Speaker:
Dr. A. Gary Shilling, President, A. GARY SHILLING & CO., INC.
Charitable Partner Speaker:
Randy Kurtz, President and CEO, CRISTO REY NETWORK
From our listing of this edition. Details may have changed since.
Editions
| Year | Dates | Where | Exhibitors | Visitors |
|---|---|---|---|---|
| 2014 | 17–19 Nov 2014 | Boston Marriott Long Wharf Boston, Massachusetts | — | — |
| 2013 | 7–9 Oct 2013 | Boston Marriott Long Wharf Boston, Massachusetts | — | — |
| 2012 | 12–14 Nov 2012 | Boston Marriott Long Wharf Boston, Massachusetts | — | — |
| 2011 | 21–23 Sep 2011 | Boston Marriott Long Wharf Boston, Massachusetts | — | — |
| 2010 | 1–3 Nov 2010 | Hyatt Regency Boston Boston, Massachusetts | — | — |
Past editions from the bvents archive (2008–2019) and organiser figures where they were published.
Questions
When is Endowment & Foundation Forum?
The next dates haven't been confirmed. The last edition we have on record was 17–19 Nov 2014.
Where is it held?
The last edition we have was at Boston Marriott Long Wharf, Boston, Massachusetts.
How often does it take place?
Annual, judging by the 5 editions on record since 2010.