Agenda - Day 1

NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

OPENING COMMENTS FROM YOUR HOST

KEYNOTE: A GLOBAL MARKET OUTLOOK FOR INSTITUTIONAL INVESTORS

How to Spot Trends and Increase Returns

SPOTLIGHT: GLOBAL SHIFTS IN A NEW, POLYCRISIS WORLD

Harnessing the Power of Purpose to Shape the Future

INDUSTRY EXPERT: Schroders

C-SUITE EXCLUSIVE: BUILD A ROBUST TEAM, MANAGEMENT AND GOVERNANCE STRUCTURE

Enabling Growth, Improvement and Strengthening of a Foundation’s Funds, Impact and Endowment Portfolio

SPEED NETWORKING!
MAKE MEANINGFUL CONNECTIONS 

EXHIBITOR LOUNGE: VISIT BOOTHS & SOURCE EXPERTISE

FIRESIDE: OUTSOURCING YOUR CIO

ALIGNMENT WITH YOUR INVESTMENT STRATEGY

FIRESIDE: BALANCING MISSION-RELATED INVESTMENTS (MRI) AND RETURNS

Promote long-term social impact through intended investment & generate measurable social or environmental benefit and a financial return

NETWORKING LUNCH:
DELVE INTO INDUSTRY CONVERSATIONS

EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES

PANEL: NAVIGATING LONG-TERM VISIONS AND SHORT-TERM FUNDING DEMANDS

Long-Term Horizon vs. Short-Term Funding Needs

NETWORKING & EXHIBITOR LOUNGE: CONSULT INDUSTRY EXPERTS

ASSET ALLOCATION ROUNDTABLES

CLOSING KEYNOTE: MASTERING MONEY MANAGER SELECTION - YOUR ROADMAP TO SMARTER INVESTMENTS

Improve Your Money Manager Search, Selection and Evaluation

CLOSING COMMENTS FROM YOUR HOST 

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

CONFERENCE ADJOURNS TO DAY TWO