ROUNDTABLES: DISCOVER THOUGHT-PROVOKING IDEAS

Roundtable 1: Assets Under Management of <$5M

Meet with your peers to understand how to mitigate the unique challenges you face, such as labour shortages, resource allocation, governance frameworks, due diligence, and more. Take away specific solutions to:

• Labour Shortages: Doing more with fewer people.
• Resource Constraints: Navigating financial markets while keeping costs down.
• Frameworks: Building structured plans to streamline due diligence.

Roundtable 2: Assets Under Management of $5M – $550M

As foundations get larger, increased engagement between your managers, OCIOs, RIAs, and investment committees is essential to ensure due diligence and risk management are carried out effectively. Join your colleagues to collaborate on solutions to these issues. Master the success factors to:

• Regulatory Compliance: Assess the new disbursement quotas.
• Investment Styles: Evaluate in-house vs. OCIO set-ups.
• ESG Investing: Review the latest sustainable investment trends.

 

Roundtable 3: Assets Under Management of $550M+

As larger foundations become more established, developing a sophisticated understanding of investments with your committees and staff is critical. Grasp the nature of each asset class so you can contribute to your foundation’s investment success. Walk away with an action plan on:

• Asset Allocation: Stress-test each asset class and your total portfolio.
• Wealth Preservation: Protect your investments against inflation.
• Risk Management: Identify previously hidden risks to safeguard your assets.