The Endowment & Foundation Forum will provide a free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a single investment style, this conference will tackle issues concerning the nation’s endowments and charitable foundations by examining critical investment topics, as well as the need to align fiscal strategies with the goals of organizations.

Participants and delegates will speak on issues including the necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning. Speakers will also address the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting the industry sector, attendees can gain a greater understanding of how their organizations can best utilize particular investment strategies.

For further information visit us online at www.opalgroup.net or contact us via email at marketing@opalgroup.net or 212.532.9898 x241.
 

Click here to see the full Opal Financial 2008 Seminar Calendar.