2nd Annual Endowment and Foundation Chief Investment Officer Roundtable

Thursday July 20, 2017 5:30 PM - 8:00 PM
NYSSA Conference Center
Available as: Live Session;
Categories: Asset Owner Series, Industry Conference, NYSSA Event

Program Overview

Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of NYSSA's code of conduct.

The 2nd Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives, exploring private markets and turning to strategic partners.

According to the latest Nacubo-Commonfund study on endowments, the share of alternatives among endowments with over $1bn has doubled in the last decade. This shift has been marked by innovative portfolio themes in the space that include a focus on uncorrelated investments, tail risk hedges, investing in Venture capital etc. which will be discussed by the CIOs and senior investment managers of major Endowments & Foundations at this evening conference.
In addition, we will navigate how these nonprofit organizations are managing multiple objectives and are becoming increasingly focused on risk, managing short-term liquidity and due-diligence in manager selection. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets, their perspectives and approach towards these goals offer a valuable lesson for investors.

Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. NYSSA has full discretion on who qualifies as an asset owner attendee.‎

NYSSA expects all attendees to comply with NYSSA?s Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.

The New York Society of Security Analysts, Inc. (?NYSSA?) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

Asset Owner Series Sponsor


Program Details

Thursday, July 20, 2017

5:30 - 8:00PM

Member $55
Nonmember $150

[NYSSA reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.]


NYSSA Conference Center
1540 Broadway, Suite 1010
45th Street Entrance

Registration Deadline
Wednesday, July 19, 2017

CFA Institute CE®: 1.5 credits

Sponsored by Kaplan Schweser


Anthony Thai, CFA
Thomas Brigandi
Deepika Sharma, CFA
David Slifka, CFA
Robert Discolo, CFA, CAIA
Alan Fields, CFA, CAIA, CPA
Milci Artiga

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Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

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(212) 541-4530