2024 Agenda
Please note that all times listed are EDT (-5:00 UTC)
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
2:15 pm
TRACK 1: CASE STUDYCASE STUDY: ESG & LEGITIMACY
Spot your Next ESG Opportunity and Avoid Pitfalls
2:15 pm
2:15 pm
TRACK 2: CASE STUDYCASE 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
3:45 pm
TRACK 2FIRESIDE: CHARTING A COURSE BEYOND 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