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Endowment & Foundation Forum

Event : Endowment & Foundation Forum

Mon, 12/11/2012  
Conducted by : Opal Financial Group
Contact : Kelly Yee

 Participants and delegates will speak on a range of issues, including the necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning, as well as addressing the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting the industry sector, guest speakers and participants can gain a greater understanding of how their organizations can utilize and dovetail with particular investment strategies.

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