2020 Endowments & Foundations Roundtable

Jun 2nd - Jun 4th 2020
Four Seasons Hotel
Boston, MA
About

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 health care organizations gather in this Roundtable devoted exclusively to their special investment and spending policy concerns.

 

2020 Advisory Board

It is with pleasure that we announce this year's advisors:

  • Anurag Pandit, Chief Investment Officer, ALSAC / St. Jude Children's Research Hospital
  • Letitia Johnson, Chief Investment Officer, Amherst College
  • May Ng, Vice President & Chief Investment Officer, Annie E. Casey Foundation
  • David E. Erickson, Chief Investment Officer, Ascension Investment Management
  • Richard Hisey, Chief Financial Officer/SVP of Finance & Administration, Berklee College of Music
  • James Bell, Chief Investment Officer, Beth Israel Lahey Health
  • Philip Rotner, Chief Investment Officer, Boston Children's Hospital
  • George Wilson, Chief Investment Officer, Boston Foundation
  • Clarissa C. Hunnewell, Chief Investment Officer, Boston University
  • Nicholas A. Warren, Chief Investment Officer, Brandeis University
  • Katharine Krieger, Chief Investment Officer, Broad Foundation
  • Scott Richland, Chief Investment Officer, California Institute of Technology
  • Kim Y. Lew, Chief Investment Officer, Carnegie Corporation of New York
  • Charles A. Kennedy, Chief Investment Officer, Carnegie Mellon University
  • Kathleen Browne, Chief Investment Officer, Denison University
  • Jeffrey Heil, Chief Investment Officer, Doris Duke Charitable Foundation
  • Brian Pellegrino, Chief Investment Officer, Georgia Tech Foundation, Inc.

 

  • Muthu Muthiah, Chief Investment Officer, Group Health Foundation
  • David J. Holmgren, Chief Investment Officer, Hartford HealthCare
  • Rick Slocum, Chief Investment Officer, Harvard Management Company, Inc.
  • Rosalind M. Hewsenian, Chief Investment Officer, Helmsley Trust
  • Mark Baumgartner, Chief Investment Officer, Institute for Advanced Study
  • Jason Perlioni, Vice President & Chief Investment Officer, Johns Hopkins University
  • 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
  • Chris Halaska, Chief Investment Officer, Senior Vice President, Memorial Hermann Health System
  • 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
  • Mark B. Kerwin, Deputy Director & Chief Financial Officer, Museum of Fine Arts Boston
  • William Lee, Chief Investment Officer & Senior Vice President, New York Presbyterian Hospital
  • Geetanjali Gupta, Chief Investment Officer, New York Public Library
  • Craig Grenier, Director of Investments, Northeastern University

 

  • Charles J. Pippin, Senior Vice President and Chief Investment Officer, Pepperdine University
  • Howard Berner, Chief Investment Officer, Principia College
  • Chun Lai, Deputy Chief Investment Officer, Rockefeller Foundation
  • Amy Chen, Chief Investment Officer, Smithsonian Institution
  • Archibald E. Asawa, Vice President, Chief Financial Officer & Chief Investment Officer, Soka University of America
  • Keith Nelson, Senior Vice President, Chief Investment Officer, Texas Children's Hospital
  • Jonathan D. Hook, Chief Investment Officer, The Harry and Jeanette Weinberg Foundation
  • Meredith Jenkins, Chief Investment Officer, Trinity Wall Street
  • Sally M. Dungan, Chief Investment Officer, Tufts University
  • Karl Scheer, Chief Investment Officer, University of Cincinnati
  • Jim Bethea, Vice President & Chief Investment Officer, University of Iowa Foundation
  • Brian Johnson, Managing Director, University of Southern California
  • Britt Harris, President, CEO, and Chief investment Officer, UTIMCO
  • James J. Dunn, Chief Executive Officer, Chief Investment Officer, Wake Forest University/Verger Capital Management
  • Richard Kraich, Chief Investment Officer, West Virginia University Foundation
  • John DeSisto, Chief Investment Officer, Yawkey Foundations
Register


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.


Registration

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Venue

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.

Contact

Institutional Investors

Katarina Storfer
kstorfer@institutionalinvestor.com

Asset Managers

Raina Bedard
raina.bedard@institutionalinvestor.com