This Roundtable is the first and longest-running national meeting dedicated to the endowment and foundation community. Senior investment officers from the nation’s largest endowments, foundations, and healthcare organizations gather in this Roundtable devoted exclusively to their special investment and spending policy concerns.
We are thrilled to preview the 2018 Advisory Board. Through conversations with these industry leaders, we are developing the Roundtable agenda to address the most critical trends and questions in the endowments, foundations and healthcare space today. We are grateful for their support and guidance as we shape the agenda.
David Erickson
Chief Investment Officer
Ascension Investment Management
Fred B. Greear
Director of Investments
Carilion Clinic
John C. Alexander
Chief Investment Officer
Clemson University Foundation
Charles A. Kennedy
Chief Investment Officer
Carnegie Mellon University
Jeffrey E. Heil
Chief Investment Officer
Doris Duke Charitable Foundation
Catherine Ulozas
Chief Investment Officer
Drexel University
Jason Matz
Chief Investment Officer
GHR Foundation
Rosalind M. Hewsenian
Chief Investment Officer
Helmsley Charitable Trust
Mark Baumgartner
Chief Investment Officer
Institute for Advanced Study
James Clarke
Senior Vice President, Investments & Treasurer
Kansas University Endowment Association
Kristin Agatone
Chief Investment Officer
Lehigh University
Shawn Wischmeier
Chief Investment Officer
Margaret A. Cargill Philanthropies
Jason Klein
Senior Vice President & Chief Investment Officer
Memorial Sloan Kettering Cancer Center
Anthony S. Waskiewicz
Chief Investment Officer
Mercy Health
Scott M. Pittman
Senior Vice President & Chief Investment Officer
Mount Sinai Health System
William Deu Lee
Chief Investment Officer & Senior Vice President
New York Presbyterian Hospital
John Pomeroy
Chief Investment Officer/Chief Risk Officer
The Pennsylvania State University
Charles J. Pippin
Senior Vice President and Chief Investment Officer
Pepperdine University
Randy Kim
Chief Investment Officer
Rainwater Charitable Foundation
Chun Lai
Deputy Chief Investment Officer
Rockefeller Foundation
Jonathan D. Hook
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation
Craig Crow
Director of Investments
Trinity University
Craig Barker
Senior Vice President, Financial Services/Chief Investment Officer/Chief Financial Officer
University of Arizona Foundation
Britt Harris
Chief Investment Officer
UTIMCO
Karl Scheer
Chief Investment Officer
University of Cincinnati
Todd Shupp
Chief Investment Officer
University of Kentucky
Thomas F. Richards
Treasurer/Chief Investment Officer
University of Missouri
Jay Namyet
Chief Investment Officer
University of Oregon Foundation
Jonathan L. Shear
Chief Investment Officer
University of Utah
Richard Kraich
Chief investment Officer
West Virginia University Foundation
MaDoe Htun
Chief Investment Officer
William Penn Foundation
Geeta Kapadia
Senior Investment Strategist
Yale – New Haven Health System
The 2018 agenda is currently under development. Please review the proposed topics for 2018.
Members of AII, please visit here for the AII member agenda, members of III, please visit here for the III member agenda.
- The FinTech Revolution: Development, Regulation, Implications
- U.S. Policy, Your Portfolio, Your Partners, & Your Team
- What’s Next in Asset Management: Founders’ Edition
- Deep Dive: Private Credit
- The Desperate Search for the Uncorrelated
- Emerging Markets: South American Edition
- Deep Dive: Real Estate Debt\
- The Technology Between Us: Big Data Strategies
- Global Risk: Up to the Minute Updates
- China Rising
- The Great Debates of Asset Management
- Tail Risk Hedging
- Risk Factor vs. Risk Parity vs. 60/40
- To Divest or Not to Divest?
- The Next Generation of Endowment, Healthcare and Foundation CIOs
- Case Study: How to Build a Portfolio – and Investment Office
- White-boarding Your Team – and the Portfolios They Will Manage
- White-boarding Your Brand
Institutional Investors
Katarina Storfer
kstorfer@institutionalinvestor.com
Asset Managers
Lois Wilkins
lois.wilkins@institutionalinvestor.com