Endowment & Foundation Forum 2024

Endowment & Foundation Forum 2024

Join the LOHAS Partners at the Endowment & Foundation Forum 2024 presented by Opal Group in Boston, Massachusetts from November 7-8, 2024.

The 25th Annual Endowment and Foundation Forum will provide a forum for fluid exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference examines a full range of critical investment topics germane to all Endowments and Foundations. The program will also highlight the need to align fiscal strategy with values and missions. Participants and delegates will speak on topics including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing managers, and problems of ethics and liability in fiduciary planning.

Learn more conference details at https://opalgroup.net/conference/endowment-foundation-forum-2024/

Featured Sessions

Chairperson Opening Remarks

November 7, 2024 9:00 am
Featuring LOHAS Partner Tami Kesselman

Women Leading Innovation and Driving Change in the Endowments & Foundations Space

November 7, 2024 3:00 pm
Featuring LOHAS Partner Tami Kesselman

Day 2 Chairperson Opening Remarks

November 8, 2024 9:00 am
Featuring LOHAS Partner Tami Kesselman

Blueprint for Success: Establishing Effective Governance Structures

November 8, 2024 11:15 am
Featuring LOHAS Partner Tami Kesselman

Upcoming Events