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3rd Annual Foundations & Endowments Summit * September 22-23, 2008 * Phoenix, AZ

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  Highlights / Links  

  Event Description  

The Third Annual Foundations & Endowments Summit is planned to provide the latest investment strategies for institutional investors in the cutting edge foundations and endowments arena. Join us for two days and immerse yourself in a discussion on the newest investment trends, best practices and innovations in the world of foundations and endowments investment management. This year the Third Annual Foundations and Endowments Summit will... read full details

  Conference Chairperson

Scott Chambers

Professor of Finance

LINFIELD ENDOWMENT


  Featured Keynote Speakers  

Bruce J. Richards

President & CEO

MARATHON ASSET MANAGEMENT

Beth Ann Bovino

Senior Economist

STANDARD & POOR'S

Ron Orol

Senior Writer / Author

THE DEAL / EXTREME VALUE HEDGING: HOW ACTIVIST INVESTORS ARE TAKING ON THE WORLD


  Our Esteemed Advisory Board  
James Lanier, Senior Fellow for Board Education,
ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES

Charles H. Seal, Investment Committee Member,
GREATER CINCINNATI FOUNDATION

Nanci Hibschman, Principal,
MERCER

Patrick B. O'Connor, Chief Investment Officer,
UNIVERSITY OF ARIZONA

Louis R. Morrell, Vice President for Investments & Treasurer,
WAKE FOREST UNIVERSITY

Martha Spano, Senior Consultant,
WATSON WYATT INVESTMENT CONSULTING

  Distinguished Speaker Faculty  
Neal Greenberg, CEO, Chief Investment Officer,
AGILE GROUP ASSET MANAGEMENT

Michael A. Rosen, Principal & Chief Investment Officer,
ANGELES INVESTMENT ADVISORS, LLC

James Lanier, Senior Fellow for Board Education,
ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES

Thomas B. Heck, Chief Investment Officer,
BALL STATE UNIVERSITY FOUNDATION

Roselyn H. Spencer, Executive Director,
BALTIMORE EMPLOYEES' RETIREMENT SYSTEMS

Firouzeh Attwood, Principal,
BARCLAYS GLOBAL INVESTORS

Annette Bidart, Senior VP,
BIDART & ROSS INC.

Roy Allen, Investment Officer,
CALIFORNIA COMMUNITY FOUNDATION


  Platinum Sponsor(s)  
Barclays Global Investors / iShares
http://www.iShares.com

Standard & Poor's
http://www.indices.standardand...

  Gold Sponsor(s)  
FAF Advisors, Inc.
http://fafadvisors.com/home/in...

  Cocktail Reception(s)  
SEI
http://www.seic.com/ims
http://www.seic.com
  Silver Sponsor(s)  
Agile Group
http://www.agilefunds.com/

Smith Barney
http://www.smithbarney.com

Gresham Investment Management
http://www.greshamllc.com/

Hexam Capital Partners
http://www.resolutionasset.com...

Markov Processes International, LLC
http://www.markovprocesses.com

Midwest Asset Management, Inc.
http://www.quantmanagement.com...

Noble Royalties
http://www.nobleroyalties.com/...

Palm Beach Capital Management
http://www.pblcapital.com

Penn Capital Management
http://www.penncapital.com/

Prudential
http://www.prudential.com

Turner Investment Partners
http://www.turnerinvestments.c...

Victory Capital Management
http://www.victoryconnect.com

  Exhibitor(s)  
Canterbury Consulting
http://www.canterburyconsultin...

ClearBridge Advisors LLC
http://www.clearbridgeadvisors...

Invesco PowerShares
http://www.invescopowershares....

MJX Asset Management
http://www.mjxam.com/

Oppenheimer Capital
http://www.opcap.com

  Lead Media Partner(s)  

http://www.foundationendowment...

  Media Partner(s)  

http://www.imweekly.com


http://www.moneymanagementlett...


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