On the Edge of the Overton Window
The Overton window consists of the range of ideas accepted within normal discourse. The saying goes that an idea’s political viability relies not on its own substance – but rather whether or not it falls within the window.
Portfolio management is not exempt.
The 2019 Endowments & Foundations Roundtable will explore the Overton window of institutional investing – and push the window to the very limits of acceptability.
First, you will hear – and participate in – debates upon the ideas entrenched firmly within the window. Next, we will shift the terms of debate beyond what is traditionally acceptable, normal, and perhaps even prudent.
2019 Advisory Board
- May Ng, Vice President & Chief Investment Officer, Ann E. Casey Foundation
- David E. Erickson, Chief Investment Officer, Ascension Investment Management
- Phil Rotner, Chief Investment Officer, Boston Children's Hospital
- George Wilson, Chief Investment Officer, Boston Foundation
- Nicholas A. Warren, Chief Investment Officer, Brandeis University
- K.C. Krieger, Chief Investment Officer, Broad Foundation
- Scott Richland, Chief Investment Officer, California Institute of Technology
- Fred B. Greear, Director of Investments, Carilion Clinic
- Kelsey Deshler, Chief Investment Officer, Carleton College
- Charles A. Kennedy, Chief Investment Officer, Carnegie Mellon University
- Kim Y. Lew, Vice President, Chief Investment Officer, Carnegie Corporation of NY
- Keith Nelson, Senior Vice President, Chief Investment Officer, Texas Children's Hospital
- James J. Dunn, Chief Executive Officer, Chief Investment Officer, Verger Capital Management
- Neil Nag, Chief Investment Officer, Children’s Healthcare of Atlanta
- Ryan Bailey, Head of Investments, Children's Health System of Texas
- Jenny Chan, Chief Investment Officer, Children's Hospital of Philadelphia (CHoP)
- Jason Matz, Chief Investment Officer, GHR Foundation
- David Holmgren, Chief Investment Officer, Hartford HealthCare
- Rosalind M. Hewsenian, Chief Investment Officer, Helmsley Charitable Trust
- Mark Baumgartner, Chief Investment Officer, Institute for Advanced Study
- Jacque Millard, Vice President & Chief Investment Officer, Intermountain Health Care
- Jason Klein, Senior Vice President & Chief Investment Offier, Memorial Sloan Kettering Cancer Center
- Anthony S. Waskiewicz, Chief Investment Officer, Mercy Health
- Philip Zechner, Chief Investment Officer, Michigan State University
- Scott M. Pittman, Senior Vice President & Chief Investment Officer, Mount Sinai Health System
- Mark Kerwin, Deputy Director & Chief Financial Officer, Museum of Fine Arts Boston
- William Deu Lee, Chief Investment Officer & Senior Vice President, New York Presbyterian Hospital
- Geetanjali Gupta, Chief Investment Officer, New York Public Library
- Jeff Pippin, Senior Vice President and Chief Investment Officer, Pepperdine University
- David R. Wallace, Chief Investment Officer, Pomona College
- David Verghese, Tressurer, Sam Houston State University
- Jonathan D. Hook, Chief Investment Officer, The Harry and Jeanette Weinberg Foundation
- Meredith Jenkins, Chief Investment Officer, Trinity Wall Street
- Mark A. Schmid, Vice President and Chief Investment Officer, University of Chicago
- Karl Scheer, Chief Investment Officer, University of Cincinnati
- Jim Bethea, Vice President & Chief Investment Officer, University of Iowa Center for Advancement
- Stuart H. Mason, Chief Investment Officer, University of Minnesota
- Daniel A. Ward, Chief Investment Officer, Virginia Tech Foundation
- Deborah Kuenstner, Chief Investment Officer, Wellesley College
- Abigail G. Wattley, Managing Director, Williams College
2019 Topics and Agenda
- The State of the Healthcare Sector
- The Great Private Equity Allocation Debate
- White-Boarding Your Portfolio for a Crash
- Concurrent Breakouts: Case & Debate
- The Case for Alternative Income Strategies
- Blow Ups, Biases, and Buried Bodies in the Search for Yield
- The Case for a New Approach to Energy
- Concurrent Breakouts: Just Debate
- Listed vs. Private Real Estate
- Venture Capital vs. the World
- Private Credit vs. Itself
- Enter the Activists!
- Tech Disruption 101: Risk, Opportunity Set, or Both?
- From Why to Why Not: Considering Sustainability Risks on an Enterprise Level
- Concurrent Breakouts: Exposure, Et Cetera
- Emerging Manager Programs
- The Case for India
- Managing Equity Exposure
- Concurrent Breakouts: Innovation, Et Cetera
- Accessing Innovation in Emerging Markets
- Active vs. Passive vs. Quant
- Block-Chain Teach In
- The Upside of Disruption
- How Should Investors Price Political Risk in China?
- Theory in Practice: China A-Shares Edition
- How Much Do Asset Allocators Actually Infuse Macro-Principals into Their Investment Strategies?
Contact
Institutional Investors
Katarina Storfer
kstorfer@institutionalinvestor.com
Asset Managers
Lois Wilkins
lois.wilkins@institutionalinvestor.com