12th Annual Endowments and Foundations Conference

When:  Oct 2, 2024 from 08:30 AM to 05:00 PM (ET)
Associated with  CFA Society Philadelphia

CFAP is proud to host its twelfth annual program focused on endowments and foundations. This day-long conference will feature panel discussions and speakers from leading asset managers, non-profits, and subject matter experts in non-profit law and governance. The conference will address many of the pressing issues facing endowments, foundations and other philanthropic concerns.

Topics to be addressed at the conference include:

  • Behavioral Finance
  • Impact Investing and ESG
  • Asset Allocation Strategies
  • Current OCIO Trends
  • Board Governance

A complete agenda with panelists and topics will be available soon.   

Our Keynote speaker is Lawrence “Larry” McDonald. Larry is a New York Times bestselling author, CNBC contributor, and Political Risk Expert. He is the creator of The Bear Traps Report, a weekly independent Macro Research Platform focusing on global political and systemic risk with actionable trade ideas.  

The full conference agenda with panel topics and speakers will be available soon. 

We expect approximately 150 professionals to attend the conference, representing over 80+ organizations. The audience is a mix of investment management professionals, non-profit executives, attorneys and other professionals who are passionate about mission-driven work. 

A number of corporate sponsorship opportunities are available for the conference. Click here to view a Sponsor Sheet with sponsor levels and benefits.

The conference includes a full day's worth of programming, breakfast, lunch, and morning and afternoon networking breaks.

Registration:

CFA Members (all societies): $125.00

Non-Members: $220

Non-Profit Professionals: $50.00

Location

CYTO PHL
2929 Arch Street
Philadelphia, PA 19104