Special Pre-Summit
Fixed-Income Tutorial Presentation by DR. FRANK J. FABOZZI, YALE UNIVERSITY
Optional Closed-Door
Breakfast (for Endowments & Foundations only) Featuring a Discussion on Wealth
Transfer and its Effects on Philanthropy
Alternative
Investment Sessions that will provide Endowments and Foundations with practical
insights on Hedge Fund, Private Equity, Commodity, and Real Estate Investing
The New Economy
and Institutional Investing: “Coping With The New Economy: You Can Run...But
You Can’t Hide”
Style Management
& Sector Rotation: “Humans Need Eyeglasses To See Style Right” (KEN FISHER,
FISHER INVESTMENTS)
Featured
Luncheon Presentation: “What You Don’t Want To Know About Behavioral Finance”
(ARNOLD WOOD, MARTINGALE ASSET MANAGEMENT)
ENDOWMENT
& FOUNDATION PARTICIPANTS CURRENTLY INCLUDE:
ALFRED
P. SLOAN FOUNDATION
CARNEGIE CORPORATION OF NEW YORK
COLUMBUS SCHOOL FOR GIRLS
CURTIS INSTITUTE OF MUSIC
EDNA MCCONNELL CLARK FOUNDATION
GEORGE WASHINGTON UNIVERSITY
HADASSAH
HOBART AND WILLIAM SMITH COLLEGES
HYDE AND WATSON FOUNDATION
IEEE
LINFIELD COLLEGE ENDOWMENT
MISSIONARY OBLATES OF MARY IMMACULATE
NATIONAL GEOGRAPHIC SOCIETY
NATIONAL TRUST FOR HISTORIC PRESERVATION
NORTH CAROLINA STATE UNIVERSITY
THE PEDDIE SCHOOL
PHILLIPS ACADEMY
ROCKEFELLER & CO.
THE SEEING EYE, INC.
SIMMONS COLLEGE
TEXAS COMPTROLLER OF PUBLIC ACCOUNTS
TIAA-CREF
TUFTS UNIVERSITY
UAB HEALTH SERVICES FOUNDATION
WAKE FOREST UNIVERSITY
THE WILLIAM PENN FOUNDATION
YALE UNIVERSITY
INFORMATION
MANAGEMENT NETWORK WOULD LIKE TO THANK THE FOLLOWING SPONSORS FOR THEIR
GENEROUS SUPPORT OF THE ENDOWMENT & FOUNDATION SUMMIT
