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Endowment & Foundation Forum (Boston) 16-18 Nov 2015

The Opal Endowment and Foundation Forum enters its 17th year in 2015. The conference will comprise a series of dialogue driven panel discussions, presented by family offices and consultants, facilitating interactive discussion and exchange of ideas on topics surrounding investment strategies and portfolio planning. Discussions will address topics including necessity for non profit governance for endowments, methods of choosing money managers, capturing alpha in a portfolio, and issues of ethics in fiduciary planning, alongside the pros and cons of investing in equity, alterative, fixed income, and real estate products.

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