Endowments & Foundations Roundtable 2019

Jun 3rd - Jun 6th 2019
Four Seasons Hotel

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.

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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2018 Topics and Agenda

In 2018 discussion topics included:

The 2019 agenda is currently under development. Please review the final agenda for 2019.

Download the Final 2018 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

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