Endowments & Foundations Roundtable 2018

Jun 5th - Jun 7th 2018
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.

2018 Advisory Board

David Erickson
Chief Investment Officer
Ascension Investment Management

Fred B. Greear
Director of Investments
Carilion Clinic 

John C. Alexander
Chief Investment Officer
Clemson University Foundation 

Charles A. Kennedy
Chief Investment Officer
Carnegie Mellon University 

Jeffrey E. Heil
Chief Investment Officer
Doris Duke Charitable Foundation 

Catherine Ulozas
Chief Investment Officer
Drexel University 

Jason Matz
Chief Investment Officer
GHR Foundation 

Rosalind M. Hewsenian
Chief Investment Officer
Helmsley Charitable Trust 

Mark Baumgartner
Chief Investment Officer
Institute for Advanced Study 

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

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

William Deu Lee
Chief Investment Officer & Senior Vice President
New York Presbyterian Hospital

John Pomeroy
Chief Investment Officer/Chief Risk Officer
The Pennsylvania State University

Charles J. Pippin
Senior Vice President and Chief Investment Officer
Pepperdine University

Randy Kim
Chief Investment Officer
Rainwater Charitable Foundation

Chun Lai
Deputy Chief Investment Officer
Rockefeller Foundation

Jonathan D. Hook
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

Craig Crow
Director of Investments
Trinity University

Craig Barker
Senior Vice President, Financial Services/Chief Investment Officer/Chief Financial Officer
University of Arizona Foundation

Britt Harris
Chief Investment Officer

Karl Scheer
Chief Investment Officer
University of Cincinnati

Todd Shupp
Chief Investment Officer
University of Kentucky

Thomas F. Richards
Treasurer/Chief Investment Officer
University of Missouri

Jay Namyet
Chief Investment Officer
University of Oregon Foundation

Jonathan L. Shear
Chief Investment Officer
University of Utah

Richard Kraich
Chief investment Officer
West Virginia University Foundation

MaDoe Htun
Chief Investment Officer
William Penn Foundation

Geeta Kapadia
Senior Investment Strategist
Yale – New Haven Health System


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

The 2018 agenda is currently under development. Please review the proposed topics for 2018.

Download the Latest Agenda

Members of AII, please visit here for the AII member agenda, members of III, please visit here for the III member 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