Agenda

Get a good start on the day and make connections with industry leadership  

Join “drop-in” roundtables on most topical issues 

Schedule 1-2-1 video meetings with peers 

Gather essential content at virtual exhibit booths 

Gain insight into today’s highlights to map the current situation and help in achieving success from today’s sessions

Investment markets will continue in 2021. Get the latest economic outlook to overcome market volatility for your organization. Source intelligence to:

• Anticipate the impact of interest rate changes on your portfolio
• Discover what economic uncertainties can mean for your program and mission
• Determine what you need to do to protect your long-term investments

Overcome market volatility to protect your investments.

Investors are focused on the reduction of both direct and indirect emissions, yet most ignore third party emissions, and this could be a problem. Determine the true impact of your portfolio through a more vigilant assessment of your investments. Build a strategy to: 

• Ensure that focusing primarily on decarbonization does not miss the mark 
• Assess the space of ESG investing and whether thematic investing vs. ESG factor integration has held up best 

• Respond to the most common themes in ESG thematic investing and prepare for emerging themes  
• Understand thematic investing as a risk reducer or a return enhancer 

Assess the value of your low-carbon portfolio to ensure you are not destroying the planet 

Enter Networking Lounge, Connect with Your Industry Colleagues 

• Get a good start on the day and make connections with industry leadership .
• Join “drop-in” roundtables on most topical issues 
• Schedule 1-2-1 video meetings with peers 
• Gather essential content at virtual exhibit booths 

The low yield backdrop hinders investment performance of institutions. Revisit your asset allocation approach to improve your portfolio’s performance. Gain insights to: 

• Assess the impact of a challenging investment landscape on your portfolio  
• Develop a strategy that incorporates private equity, fixed income and alternatives  
• Add incremental value to your investment  

Transform your asset allocation approach to navigate a challenging investment landscape.  

Foundations and endowments are very concerned with building their purpose to further their mission. In order to achieve this, they must both invest in areas that further their mission, but also produce sufficient returns to continue serving their communities. Acquire key insights into how you can: 

• Appreciate what an emerging model of impact investment looks like 
• Assess your current position and challenge your expectations 
• Build an investment portfolio incorporating social purpose real estate 

Uncover the process for evolving toward an emerging model of practice 

Private equity carries big returns, big fees, and a big force in the endowment model of investing. Find out how to use private equity to diversify your asset allocation. Master the success factors to:  

• Discuss record high valuation multiples, and debt levels. 
• New hopes and strategies
• Are other asset allocators consider dropping their private equity allocation down to zero or maximizing their illiquidity budgets?

Covid-19 has impacted all foundations, endowments and charities with respect to donor gifts. However, there are viable solutions to increasing donor gifts. It is therefore critical that you be aware of how to approach donors during these challenging times. Take back to your office strategies to: 

• Create awareness among major donor of the many tax benefits available for philanthropy 
• Provide expert solutions to guide philanthropists through mutually beneficial donor options  
• Maximize legacy and estate gifts through ongoing engagement 

Enhance donor engagement through established but largely untapped best practices 

Organizations are re-thinking the way they are investing in causes closest to their missions. Create a business case for philanthropic investment to drive value and returns. Master the success factors to: 

• Focus on environmentally sustainable initiatives that scale and have a local impact 
• Engage in direct investment initiatives though syndicate partnerships that support impact investments 
• Invest in local-led initiatives that can create acceptable returns while furthering your mission  

Maximize your mission-related investment strategy while driving results 

• Meet informally with fellow delegates in “Drop-in” virtual roundtable chats.  
• Engage in 1:1 video conversation with peers or vendors.  
• Connect with fellow delegates as “recommend matches” based on similar interests and business objectives.