Institutional Investor has launched the Endowments and Foundations Institute (EFI) due to overwhelming demand from the CIOs of the nation’s leading Endowments & Foundations and Healthcare Systems, to foster connectivity and community within their teams and peer networks.
At two dedicated events held annually on the East and West Coasts, II’s Endowments & Foundations Institute provides the opportunity for peers to meet and engage on a regular cadence for a unique learning and networking experience. EFI Meetings will draw on a rich diversity of thought leadership; investment experts, renowned academics, and some of the most accomplished CIOs of leading Endowments, Foundations, and Healthcare Systems nationally. A robust program combining exceptional networking opportunities offers unique ways for participants to engage, exchange ideas, and build relationships of value.
Navigating for the Mission
Every interaction and investment dialogue should center on a fundamental question: What is your organization's mission, and how can we best align ourselves and our investments with it? This pivotal question will be the focal point of this year’s Endowments and Foundations Roundtable in Boston - Navigating for the Mission. Over two and a half dynamic days, we will delve into discussions, dissect strategies, and engage in debates on how non-profit organizations can effectively partner with the industry and invest for the future.
We invite you to join us in Boston for the 2024 Endowments & Foundations Roundtable East.
- David Holmgren, Investment Committee Member, Hartford Foundation
- David Erickson, Chief Investment Officer, Ascension Investment Management
- Stefan Strein, Chief Investment Officer, Cleveland Clinic
- Alyssa Rieder, Chief Investment Officer, CommonSpirit Health
- Leena Bhutta, Chief Investment Officer, Doris Duke Foundation
- Kristi Craig, Chief Investment Officer, National Geographic Society
- Daniel Gottlieb, Chief Investment Officer, Southern Ute Indian Tribe
- Joshua Fenton, Chief Investment Officer, The Helmsley Charitable Trust
- Erik Lundberg, Chief Investment Officer, University of Michigan
- Shane McAndrew, Chief Investment Officer, Villanova University
For institutional investors looking for more information, please contact:
Julia Kufman
Senior Director, Investor Relations
julia.kufman@institutionalinvestor.com
For asset managers looking for more information, please contact:
Giorgio Tupini
Head of Sales, North America
giorgio.tupini@institutionalinvestor.com