Endowments & Foundations Institute

The most influential community of endowment, foundation, & healthcare investment executives in North America

About

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. 

Become a Member

Founding Member Advisory Board
II would like to thank the esteemed Founding Members of the E&F Institute Advisory Board for their invaluable support and guidance in shaping the mission and agendas for the Institute's meetings.

Anurag Pandit, Chief Investment Officer, ALSAC / St. Jude Children's Research Hospital

Jeffrey Mindlin, Chief Investment Officer, Arizona State University

David Erickson, Chief Investment Officer, Ascension Investment Management

David McAuliffe, Chief Investment Officer, Berkeley Endowment Management Company

K.C. Krieger, Chief Investment Officer, Broad Foundation

Scott Richland, Chief Investment Officer, California Institute of Technology

Kelsey Deshler, Chief Investment Officer, Carleton College

Mark Baumgartner, Chief Investment Officer, Carnegie Corporation of New York

Ken Lee, Chief Investment Officer, Children’s Health System of Texas

Mutha Muthiah, Chief Investment Officer, Children’s Healthcare of Atlanta

Aron Grodinsky, Chief Investment Officer, Colorado Health Foundation

Alice Ruth, Chief Executive Officer, Dartmouth College Investment Office

Geeta Kapadia, Chief Investment Officer, Fordham University

Rick Slocum, Chief Investment Officer, Harvard Management Company

James (Jim) Williams, Chief Investment Officer, J. Paul Getty Trust

Nickol Hackett, Chief Investment Officer, Joyce Foundation

Dean Duchak, Co-Chief Investment Officer, Kaiser Family Foundation

Shawn Wischmeier, Chief Investment Officer, Margaret A. Cargill Foundation

Jason Klein, Senior Vice President & Chief Investment Officer, Memorial Sloan Kettering Cancer Center

Scott Pittman, Senior Vice President & Chief Investment Officer, Mount Sinai Health System

Kathleen E. Jacobs, Chief Investment Officer, New York University

David Gilmore, Chief Investment Officer, The Harry and Jeanette Weinberg Foundation

Geetanjali Gupta, Chief Investment Officer, The New York Public Library

E&F Roundtable West 2024 - Advisory Board

David McAuliffe, Chief Investment Officer, Berkeley Endowment Management Company
Scott Richland, Chief Investment Officer, California Institute of Technology
Aron Grodinsky, Chief Investment Officer, Colorado Health Foundation
Tim Recker, Chief Investment Officer and Treasurer, James Irvine Foundation
Caixia Ziegler, Managing Director, MacArthur Foundation
Harisha Koneru Haigh, Managing Director, Northwestern University
 John Keshner, Chief Investment Officer, San Manuel Band of Mission Indians
 Jim Bethea, Chief Investment Officer, University of Iowa Center for Advancement
Thomas F. Richards, CPA, Chief Investment Officer, University of Missouri System

Contacts

Institutional Investors looking for more information, please contact:

Julia Kufman

Senior Director, Investor Relations
julia.kufman@institutionalinvestor.com

Asset Managers looking for more information, please contact:

Giorgio Tupini

Head of Sales, North America
giorgio.tupini@institutionalinvestor.com

General Inquiries, please contact:

Amanda Rodrigues

Head of Product (NA Institutional Business)
Amanda.rodrigues@institutionalinvestor.com