This seminar was developed in partnership with
Bank of America Merrill Lynch.

What You Will Learn

• Investment strategies for highly correlated markets and a volatile economy
• Guiding principles for selecting and evaluating investment consultants
• Best practices of investment committees in a new and shifting economy

At the end of the workshop, participants will be prepared to:

• Consider reshaping a foundation’s investment strategy to adapt to the challenging global economy
• Discuss new considerations and inherent risks in asset allocation methodologies
• Identify key strategies for transitioning liquid assets to meet annual distribution requirements
• Realize best practices in selecting and evaluating investment consultants
• Discuss emerging trends associated with investment policy statements and their implications
• Consider the changing roles for fixed income and alternative investments in a foundation’s portfolio
• Understand the evolving role of the investment committee and its fiduciary and legal responsibilities

Who Should Attend

• Forward-thinking foundation executives
• Trustees concerned with safeguarding a foundation’s future
• Officers actively engaged in assessing investment management practices
• Investment professionals confronting the forces of globalization

Agenda

Download the agenda (pdf) to learn more about the seminar.

Keynote Speaker

Jeffrey Garten, Juan Trippe Professor of International Trade and Finance, Yale School of Management
Chairman, Garten Rothkopf
Dean, Yale School of Management, 1995-2005

Jeffrey Garten is the Juan Trippe Professor of International Trade, Finance and Business at the Yale School of Management and was the dean of the school from 1995 to 2005. His teaching focuses on global finance and business—examining the foundations for competitiveness in financial services and the interplay of factors that constitute the global marketplace. Garten is also chairman of Garten Rothkopf, a global consulting firm. He serves on numerous boards, including Aetna Corp., CarMax Inc., and Credit Suisse Asset Management, and is a director of the Conference Board. His experience in government ranges from serving on President Richard Nixon’s White House Council on International Economic Policy to serving as undersecretary of commerce for international trade in the first Clinton administration. He holds a bachelor’s degree from Dartmouth College and a Ph.D. from the School of Advanced International Studies at Johns Hopkins University. He has authored numerous books and articles on finance.

Faculty

Stephen Campisi, Director and Consulting Strategist
Institutional Investments & Philanthropic Solutions
Bank of America Merrill Lynch

Paul A. E. Cummings, Managing Director
Bank of America Merrill Lynch

Christopher Dupuy, Head, Institutional Investment & Philanthropic Solutions
The Morris & Gwendolyn Cafritz Foundation

Charles Haydock, Portfolio Manager, Welch & Forbes
Trustee, Harvard Management Company

Ed McGeogh, Vice President, Asset Management
The Morris & Gwendolyn Cafritz Foundation

Marcy M. Moody, Treasurer and Finance Committee Chairman
The National Society of The Colonial Dames of America

Marcos Nogués, Managing Director, Institutional Investment Strategy
Institutional Investments & Philanthropic Solutions
Bank of America Merrill Lynch

Steve Orr, Vice President of Investments
Communities Foundation of Texas

Kevin Stiles, Regional Philanthropic Executive
Institutional Investments & Philanthropic Solutions
Bank of America Merrill Lynch

Hotel

View hotels near the Council's office.

Continuing Professional Education Credits

CPAs who participate in this group live event will earn nine CPE credits. This seminar is intended for intermediate to advanced learners. Prior knowledge of investment basics is required, but no advanced preparation is needed.

The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219. www.nasba.org.

Questions?