Agenda

Please note that all times listed are EDT (-5:00 UTC)

There are no agenda items with this track

7:45 am

7:45 am

NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

8:45 am

8:45 am

OPENING COMMENTS FROM YOUR HOST

9:00 am

9:00 am

OPENING KEYNOTE: BUILD A ROBUST ENDOWMENT PORTFOLIO

How To Build Management & Governance Structure to Enable Fastest Growing Assets

9:30 am

9:30 am

Exclusive C-Suite PANEL Keynote:

IMPACT INVESTING

10:00 am

10:00 am

INDUSTRY EXPERT: ESG & NEW INVESTMENT PARADIGM

Defining the New Role of Impact & ESG To Win Big with This New Investment Paradigm.

10:30 am

10:30 am

SPEED NETWORKING!
MAKE MEANINGFUL CONNECTIONS 

10:40 am

10:40 am

EXHIBITOR LOUNGE: VISIT BOOTHS & SOURCE EXPERTISE

11:00 am

11:00 am

CASE STUDY

Aligning Financial Performance and Climate Impact

11:30 am

11:30 am

PANEL: OPTIMIZE YOUR PORTFOLIO WITH OCIO MODEL

How To Enhance Your Organization’s Governance Oversight Better Reach Your Goals

12:00 pm

12:00 pm

CASE STUDY: RISK VS VOLATILITY IN DEBT INSTRUMENTS

Means For Investors Over Short Horizons and Long Ones

12:30 pm

12:30 pm

NETWORKING LUNCH:
DELVE INTO INDUSTRY CONVERSATIONS

1:30 pm

1:30 pm

EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES

1:45 pm

1:45 pm

INDUSTRY EXPERT: INVESTMENT SUCCESS

Navigating Investment Success

2:15 pm

CASE STUDY: ESG & LEGITIMACY

Spot your Next ESG Opportunity and Avoid Pitfalls

2:15 pm

CASE STUDY: THE EQUALITY FUND

Activate, Disrupt and Sustain with Your 100% Gender-Aligned Investment Portfolio To Impact Goals

2:45 pm

2:45 pm

ASSET IMPACT INVESTMENT

Impact Investing in the Energy Transition: Opportunities Beyond Renewables

3:15 pm

3:15 pm

EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

3:45 pm

3:45 pm

TRACK 1

PANEL: CLIMATE RESILIENCY

How to build a climate resilient portfolio

3:45 pm

3:45 pm

TRACK 2

FIRESIDE: CHARTING A COURSE BETWEEN 60/40

Asset Class Split: Why Your 60/40 Split Needs to Change

4:15 pm

4:15 pm

CASE STUDY: THE CHANGING FACE OF INVESTMENT COMMITTEE VOLUNTEERISM

Keeping your Volunteers Engaged During Harder Economic Conditions

4:45 pm

4:45 pm

CLOSING KEYNOTE: SELLING THE BASICS

Convincing Your Donors to Fund Ongoing Programs

5:10 pm

5:10 pm

CLOSING COMMENTS FROM YOUR HOST 

5:15 pm

5:15 pm

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

6:15 pm

6:15 pm

CONFERENCE ADJOURNS TO DAY TWO

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