The Soho Loft Conferences and LDJ Capital support Endowment and Foundation Forum presented by Opal Financial Group in Boston, MA this year
Endowments, consultants, foundations, funds of funds, hedge funds, accountants, attorneys, venture capitalists, equity managers, private equity, financial planners, real estate managers, alternative investment managers, insurance companies, industry service providers and broker dealers converged for this groundbreaking conference at the Seaport Boston Hotel & World Trade Center in Boston, MA last November 14-15, 2016.
David Drake, Chairman of LDJ Capital, says, “This conference will discuss a variety of issues surrounding charitable foundations and endowments in the country. It will be a place to learn and share ideas regarding opportunities, challenges and investment strategies in this sector. This conference will also give equal opportunities to guest speakers, delegates and participants to network with one another.”
Some of the topics discussed during the conference include: innovative investment strategies and styles, challenges facing foundations and endowments, how to identify asset classes that suit your portfolio, risk management, hedge funds, equity investing, real assets, real estate, philanthropy and other related investment programs, private equity investing, credit and fixed income markets, innovative alternative strategies, impact investing governance insights – making complicated issues simple for Trustees and Fiduciaries, frontier and emerging markets, philanthropy and program related investments, real estate, CIO outsourcing, real estate assets and changing landscape for foundations and endowments.
This summit featured discussion driven panel sessions led by representatives of foundations, endowments, and consulting companies. Only standalone speakers uses PowerPoint presentations during discussions.
The moderators of the event included: Carolyn Weiss, Chief Financial Officer and Treasurer, The New York Community Trust; Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO); Brian Dana, Principal, Meketa Investment Group; and Thomas Heck, Chief Investment Officer, Ball State University Foundation, among others. Keynote speakers included:
David Chaves, Supervisory Special Agent, Federal Bureau of Investigation
Keith Kaplan, CEO and Co-Founder, Tesla Foundation
Peter Schiff, President & CEO, Euro Pacific Capital
Other speakers and panelists included:
Andrew Parrillo, President & Founder, Newport Capital Advisers, Inc.
Christopher S. Bödtker, Managing Partner, Akina Group
Craig Robbins, Senior Investment Strategist, Children’s Hospitals
Gary Salberg, Director of Major Gifts and Planned Giving, California State University – Chico
James W. Lintott, Chairman, Sterling Foundation Management
Jeffrey Haber, Controller, The Commonwealth Fund
John Daly, Vice-Chairman, Investment Committee, Culinary Institute of America
Poorvi Parekh, Director of Outsourced Investments, Canterbury Consulting
Terrence Hill, Managing Director, Institutional Investments & Philanthropic Solutions, US Trust
The conference also featured networking continental breakfast, networking refreshment breaks, networking cocktail reception, exhibitions, networking luncheon presentation, and roundtables.
Lead sponsor of the summit was U.S. Trust. Executive sponsors include Akina and Sterling Foundation Management.
General sponsors included 3EDGE Asset Management, AEW Capital Management, Cortland Partners, Foundation Source, High Vista Strategies, Ibanez Holdings LLC, Invest Cloud, Lowenstein Sandler LLP, TerraCap Management, Tortoise Capital Advisors, Tremont Realty Capital, and Trillium Asset Management.
Exhibitor sponsors were DuPont Capital, S&P Money Market Directories, and VestServe.
Third Party Marketers Association (3PM), AlHuda Center of Islamic Banking and Islamic Economics (CIBE), allaboutrisk.com, Alliance magazine, Alpha Journal, AssetMan.net, FundServices.net, GlobalCustody.net, BarclayHedge, Business Islamic, Capital Hedge, Capital Finance International, CrowdReviews.com, Events in America, Family Office Networks, Fintech Finance, FinTech Weekly, FINTRX, Global Banking & Finance Review, HedgeCo.Net, Hedge Fund Alert, Help for Children, The New York Hedge Fund Roundtable, IntegriDATA, Preqin, Realty411 Magazine, SmartMoneyMatch, True Banking, The Wealth Journal, The Soho Loft Media Group, The Soho Loft Conferences, and Victoria Global were the media sponsors for the event.
This 18th Annual Endowment and Foundation Conference was prepared by Opal Financial Group. Opal Group’s annual events are known for their educational objective and value. The Group used this forum to bring together eminent speakers in endowments and charitable foundations industry to share knowledge and experiences. This summit provided a once in a lifetime opportunity for attendees to learn and share ideas.
For more details and registration, please visit:
https://www.eventbrite.com/e/the-soho-loft-supports-opal-…
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