Endowments & Foundations Roundtable 2020

Jun 2nd - Jun 4th 2020
Four Seasons Hotel
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. 


Download the 2019 Agenda

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

Registration is limited to investment executives from endowments and foundations. If you are a member of the Alternative Investor Institute, please register here, Institutional Investor Institute members should register here.



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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?

Four Seasons Hotel

200 Boylston St
Boston, MA 02116
United States

Overlooking Boston’s historic Public Garden and within easy reach of the city’s premier attractions, luxury Four Seasons Hotel Boston blends elegant simplicity with distinctive New England flair. Boston provides a rich opportunity to discover the events and people responsible for the creation of the United States. Old Boston can best be seen on The Freedom Trail while other top attractions radiate from the Boston Common – the upscale shopping and cafés of Back Bay, the historic waterfront, the theatre district and the Italian North End.


Institutional Investors

Katarina Storfer

Asset Managers

Lois Wilkins