Foundations use a variety of models in managing their investments. But given the pursuit of higher risk-adjusted returns, many foundations are exploring different ways to access the expertise they need and to manage increasingly complex investment portfolios. Join a conversation to explore the results from the Council on Foundations-Commonfund Study of Investments, which provides data on how private and community foundations are using professional staff, consultants, managers, to oversee their investments. We will also take a closer look at the increased use of outsourced chief investment officers (OCIOs) by a number of institutions, and the considerations that boards and investment committees must make before pursuing this path.
Foundations have long taken a role as "neutral conveners" around controversial issues. Many foundation leaders, however, are taking strong stands on critical issues in their communities (e.g. education, health, police brutality, and more). Is this a new trend? What are the benefits and pitfalls? Come meet foundation CEOs who chose to speak up on controversial issues, and learn more about these efforts.