Conference on Investing for Foundations

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In today’s economy, investment markets are moving targets — and wise management of foundation assets is paramount. But investment choices aren’t always clear. What strategies should we use to ride out the downturn? How can we best rebalance our portfolio? When should we take advantage of new opportunities? Come learn directly from leaders in the foundation investment field as they share best practices for governance, asset allocation, hedging risk, managing expenditures, benchmarking and more. 

NOTE: This event is not open to investment professionals except for speakers and sponsors.

We are pleased to welcome two top-notch keynote speakers, Dr. Jeremy Siegel, Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania and author of Stocks for the Long Run and Mr. Mark W. Yusko, President and Chief Investment Officer of Morgan Creek Capital Management. Our program will also include session tracks for both novice and veteran foundation financial managers and trustees.

Basic Track Topics
A Best Practices Framework for Investment Governance
Choosing and Evaluating Investment Professionals
Alternative Investments -- Are They Right for You?
Asset Allocation, Spending Policy and Liquidity Issues

Advanced Track Topics
Hedging Risks
Peeling Back the Onion on Foundation Expenses
Portfolio Structure and Re-Balancing with Index Funds
Benchmarking and Indexing
The Challenging Environment of Hedge Funds

For full program details, view the agenda.

Where: Renaissance Charlotte SouthPark Hotel. $159/pp/night. Make your reservations by April 1st to take advantage of this special room rate. Request the SECF room block when making your reservations.

Registration fee: SECF Members $350; Non-members $500.
Members of the North Carolina Network of Grantmakers or the Association of Small Foundations can register at the $350 member rate.

There are a limited number of sponsorship opportunities available for this event.

Contact: Suzanna Stribling at suzanna@secf.org or (404) 524-0911.

Our Co-Hosts:

2009 Investment Conference Advisory Committee
Mr. Bob Reiser (Chair), Harland Charitable Foundation
Mr. C. Scott Akers, Jr., Akers Foundation, Inc.
Mr. Milton W. Brannon, Livingston Foundation, Inc.
Mr. E. Brown Crenshaw, Jr., J. Marion Sims Foundation, Inc.
Mr. H. Scott Davis, Jr., Mildred V. Horn Foundation
Mr. W. Fray McCormick, Synovus Foundation
Mr. James L. Newland, The Newland Family Foundation, Inc.
Mr. Galen Oelkers, The Zeist Foundation, Inc.
Mr. Solon P. Patterson, The Patterson Family Foundation
Mr. Michael J. Sweeney, Healthcare Georgia Foundation, Inc.
Ms. Holly Welch Stubbing, Foundation for the Carolinas
Ms. Lisa Williams, Community Foundation for Greater Atlanta, Inc.