Agenda - Day 1

NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

OPENING COMMENTS FROM YOUR HOST

KEYNOTE PANEL: 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

Building Resilient Portfolios Amidst the Intricacies of Today’s Global Markets and Emerging Risks in 2025

MORNING COFFE BREAK

INDUSTRY EXPERT: APPROACHES TO CLIMATE-ALIGNED INVESTING

Meeting Investor Objectives

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 AND EXHIBITOR LOUNGE: MAKE MEANINGFUL CONNECTIONS 

NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS

INDUSTRY EXPERT: COMMUNITY BONDS

Shift Power and Resources Directly to Communities While Earning A Fair Return

INDUSTRY EXPERT: IMPACT BONDS

For investors looking for an entry point into Impact Investing, are impact bonds a no-brainer?

CASE STUDY: 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

INDUSTRY EXPERT: THE VALUE OF DIVERSIFICATION

How to Find the Right Strategies for Your Portfolio

INDUSTRY EXPERT: PROTECTING INVESTMENT GAINS THROUGH EFFICIENT IMPLEMENTATION

What is the hard-dollar cost of unintended risk or operational inefficiencies?

NETWORKING & EXHIBITOR LOUNGE: CONSULT INDUSTRY EXPERTS

ASSET ALLOCATION ROUNDTABLES

The OCIO Model

Promote maximum impact by generating strong risk-adjusted returns

CLOSING FIRESIDE KEYNOTE PANEL: NAVIGATING LONG-TERM VISIONS AND SHORT-TERM FUNDING DEMANDS

Long-Term Horizon vs. Short-Term Funding Needs

CLOSING COMMENTS FROM YOUR HOST 

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

CONFERENCE ADJOURNS TO DAY TWO