Cost: $250 Members/$350 Non-members (includes continental breakfast and optional lunch)
Session I: Market Updates and Expectations
Experts from Commonfund will provide a review of market performance in 2019 and their forecast of what can be expected in 2020 and its potential impact on foundation assets.
Session 2: The Role of Strategic and Tactical Asset Allocation in Reducing Risk
In this session experts from Sterling Capital Management will discuss the importance of strategic asset allocation with a tactical overview. We will cover how utilizing and limited tracking error can assist in managing the risks inherent in portfolio construction.
Anthony G. DeLucia, Executive Director and Head of OCIO Solutions, Sterling Capital Management (Raleigh, NC)
Kevin J. Stoll, Managing Director and Head of Qualitative Research, Sterling Capital Management (Raleigh, NC)
Session 3: Moving Beyond the E in ESG: How Market-Rate Investors can Push for Racial Equity in Capital Markets
Inequality, particularly structural racism, remains one of the South’s deepest challenges. Pushing for equity outcomes requires that we use as many tools as we can – certainly grants and program-related investments. This session will offer strategies that foundations can use to advance racial equity through manager diversity, addressing implicit bias in the investing field and using innovative market-rate investments and tools to promote social justice. Examples will include the NAACP ETF, ACTIVEST’s work in municipal bonds, and others.
Jennifer Barksdale, Senior Finance Officer, Mary Reynolds Babcock Foundation (Winston-Salem, NC)
Catherine Chen, Managing Director and Financial Advisor, RBC Wealth Management – SRI Wealth Management Group (San Francisco, CA)
Daryn Dodson, Founder and Managing Director, Illumen Capital (Oakland, CA)
Napoleon Wallace, Co-Founder, ACTIVEST (Durham, NC)
Session 4: Are Hedge Funds and Private Equity Necessary for Your Portfolio? The Answer May Surprise You.
As endowments and foundations consider “Writing Their Next Chapter,” should they consider challenging the often-held belief that sophisticated endowment investing requires illiquid assets? While the use of hedge funds and private equity is seen by some as a necessary element of any endowment portfolio, some research suggests that these investments may cause more harm than good. In this session, speakers will discuss the merits of using illiquid alternative assets in endowment portfolios.
Speaker: Will Thorpe, Chief Marketing and Development Officer, Mason Investment Advisory Services (Washington, DC)