Conference on Investing for Foundation Trustees and Executives

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This conference is ideal for trustees and staff who lead or execute your foundation’s fiduciary responsibilities.  Explore investment tools and strategies that will help you refocus and execute a deeper strategy, at both fundamental and advanced levels. (This meeting is open only to eligible grantmaking foundation representatives, speakers and sponsors.)

Inspiring Keynotes

Get inspired by opening keynote speaker Frank J. Hanna, CEO of Hanna Capital, author of What Your Money Means (And How to Use It Well), and winner of the 2007 William B. Simon Prize for Philanthropic Leadership. Mr. Hanna brings over 30 years of charitable thought and practice to What Your Money Means, which has been hailed as "that rarity—a book that could change the state...of an entire sector of our public life."

Leave enthused and ready with a closing message from Mark W. Yusko, CEO and Chief Investment Officer of Morgan Creek Capital Management, LLC. Mark is a leader in the University Endowment Model of investing and uses that to help wealthy families, individuals and institutional investors realize visions for a better world. Prior to forming Morgan Creek, Mark served as the Chief Investment Officer for the University of North Carolina at Chapel Hill, and was the Senior Investment Director for the University of Notre Dame.

Bonus Opportunity: At a special pre-conference opportunity, hear Michael Edwards, author of Small Change: Why Business Won’t Save the World. Edwards is a Distinguished Senior Fellow at Demos in New York and the former director of the Ford Foundation’s Governance and Civil Society Program. Edwards will appear at the Woodruff Arts Center Rich Auditorium on Thursday, April 22nd at 9:00 a.m.

The conference will begin at noon on Thursday, April 22nd and conclude at 1:30 on Friday, April 23rd.  Click here for a detailed agenda.

Session Topics
Investment Governance Best Practices
Asset Allocation, Spending Policy and Liquidity Issues
Investment Regulatory Roundtable
Understanding Investment Outsourcing Models
More for Mission Campaign
Managing Against Potential Inflation: A Foundation's Perspective
Foundation Fiduciaries: A Call to Action
Alternative Investment Trends
Separating Fact from Fiction: Hedge Funds 101
Why Private Equity Now?
Investing in Natural Resources: The Original Alternative
Benchmarking and Indexing
Portfolio Risk: Real vs. Perceived
Financial Personality and Its Impact on Decision-Making
International Markets Outlook

Registration Fee: By April 1st: $350 for SECF members; After April 1st: $400; $500 for non-members (Does not include hotel)
(This meeting is open only to eligible grantmaking foundation representatives, speakers and sponsors.)

Event Location:  J.W. Marriott Hotel Buckhead Atlanta, 3300 Lenox Road, Atlanta, GA 30326.

Accommodations:  A block of rooms has been reserved for SECF meeting attendees at the affordable rate of $169 single/double occupancy. Reservations can be made by calling (800) 613-2051 or registering online using the discount code FOUFOUA. Be sure to indicate that you are with Southeastern Council of Foundations and register before April 19, 2010 to receive the discount rate. Registering for the meeting does not automatically reserve a room at the hotel.

For additional information on sponsorship opportunities contact Suzanna Stribling, suzanna@secf.org or (404) 524-0911.

Planning Advisors
E. Brown Crenshaw Jr. (Chair), J. Marion Sims Foundation, Lancaster, SC
C. Scott Akers, Jr., Akers Foundation, Atlanta, GA
Milton W. Brannon, Livingston Foundation, Atlanta, GA
Randy P. Howard, The Cameron Foundation, Petersburg, VA
Solon P. Patterson, The Patterson Family Foundation, Atlanta, GA
Robert E. Reiser, John D. and Wilhelmina Harland Charitable Foundation, Atlanta, GA