Endowments & Finance Summit

September 19-20, 2019 | Washington, DC

2019 Endowments & Finance Logo 2019 Endowments & Finance Logo

Who's Attending

Julie Alcorn
Co-Founder & Partner
Kidderbrook Group
Morristown, NJ
Melanie Audette
Senior Vice President
Mission Investors Exchange
Seattle, WA
Martin Baily
Senior Fellow
Brookings Institution
Washington, DC
Ross Baird
Founder and Chief Executive Officer
Blueprint Local
Baltimore, MD
Stephanie Bell-Rose
Senior Managing Director, Corporate Strategy & Development and Head of the TIAA Institute
TIAA Institute
Providence, RI
Michael Bevilacqua
Chief Financial Officer
John T. Gorman Foundation
Portland, ME
Mark Birmingham
CFO, CIO and Treasurer
Bainum Family Foundation
Bethesda, MD
Mark Blaylock
Chief Financial Officer
Our Fund Foundation
Wilton Manors, FL
Jacquelyn Brigance
Director of Finance and Accounting
Wal-Mart Foundation
Bentonville, AR
Katherine Callahan
Chief Operating Officer
Native American Agriculture Fund
Fayetteville, AR
Wendy Campos
Tax Leader, Foundations and Exempt Organizations
Moss Adams
Portland, OR
Bikram Chadha
Senior Managing Consultant
PFM Asset Management LLC
Philadelphia, PA
Erin Clemons
President and CEO
Community Foundation of West Chester/Liberty
West Chester, OH
Milica Cosic
Director of Operations and Events
Economic Innovation Group
Washington, DC
Tara Cox
Development Director
Council on Foundations
Washington, DC
Christopher Crothers
Senior Program Officer
Jessie Ball duPont Fund
Jacksonville, FL
Laura DeFlavia
Chief Financial Officer
The Foundation for Delaware County
Media, PA
Ryan DePirri
Marketing Intern
Mason Investment Advisory Services, Inc.
Reston, VA
Brickson Diamond
Board Chair
The Blackhouse Foundation
Los Angeles, CA
Susan Dickman
Executive Vice President
Jewish Communal Fund
New York, NY
Sharon Dickson
Finance Director
Community Foundation of the Eastern Shore, Inc.
Salisbury, MD
Daryn Dodson
Managing Director
Illumen Capital
Oakland, CA
Elizabeth Dollar
Partner, Foundations and Not-for-Profit Services
Moss Adams
San Francisco, CA
Jay Eisenhardt
Sustainable Investing Product Manager
Northern Trust
Chicago, IL
Monica Emerson
Deputy Chief Financial Officer & Treasurer
Conrad N. Hilton Foundation
Westlake Village, CA
Ashton Emmanuel
Associate Investment Consultant
Mason Investment Advisory Services, Inc.
Reston, VA
Kathleen Enright
President and CEO
Council on Foundations
Washington, DC
Roger Estrada
Director, Endowments and Foundations, Southeast
TIAA Endowment & Philanthropic Services
Boca Raton, FL
Joelene Evenson
Senior Director of Development
Nexus Foundation
Plymouth, MN
Robert Fryer
Chief Financial Officer
Healthcare Foundation of La Porte
La Porte, IN
Joseph Gajewski
Vice President, Investment Operations and Compliance
National Philanthropic Trust
Jenkintown, PA
Mary Galeti
Vice Chair
Tecovas Foundation
Washington, DC
Kathleen Gibson
President and CEO
Southwestern Medical Foundation
Dallas, TX
Sapphira Goradia
Executive Director
Vijay and Marie Goradia Foundation
Houston, TX
Mary Gregory
Sustainable Investing Specialist
Brown Advisory
Baltimore, MD
Robert Grimm, CFA
Managing Partner
Wolf Point Asset Management
Chicago, IL
Richard Grzymajlo
Managing Director
FEG Investment Advisors
Cincinnati, OH
Michael Guido
Managing Director, Institutional Sales
Commonfund
Wilton, CT
Christopher Guido
Business Development Manager
RSM US LLP
Davenport, IA
Tselote Hailemariam
Meeting Manager
Council on Foundations
Washington, DC
Deirdre Hamill
Director of Finance and Administration
Harry Frank Guggenheim Foundation
New York, NY
Fagan Harris
Founder and CEO
Baltimore Corps
Baltimore, MD
Jason Henning
Senior Vice President
Illumen Capital
Oakland, CA
William Hoagland
Senior Vice President
Bipartisan Policy Center
Washington, DC
William Jarvis
Managing Director, Market Strategy and Delivery Executive
Bank of America
New York, NY
Kenneth Jones
Vice President, Chief Financial Officer
The Annie E. Casey Foundation
Baltimore, MD
Kendra Kaake
Director, Non-profit OCIO Solutions
Russell Investments
Vancouver, BC
Devinne Kelly
Client Development
FEG Investment Advisors
Cincinnati, OH
Christopher Kohler
Director
TIAA Endowments
Chicago, IL
Mamiko Kondo
Senior Manager
RSM US LLP
Davenport, IA
Christine Kudrav
Director of Finance and Operations
de Beaumont Foundation
Bethesda, MD
Thea Lee
President
Economic Policy Institute
Washington, DC
Alan Lenahan
Head of OCIO
FEG Investment Advisors
Cincinnati, OH
Gretchen Lenamond
Chief Financial Officer
Rose Community Foundation
Denver, CO
John Lettieri
President and CEO
Economic Innovation Group
Washington, DC
Dan Magder
Founder
Center Creek Capital Group
Washington, DC
Lorna Magill
CFO
PATH Foundation
Warrenton, VA
Steve Mannell
President
AAFMAA Wealth Management & Trust
Fayetteville, NC
Amy Manternach
VP Finance/Philanthropic Partnerships
Community Foundation of Greater Dubuque
Dubuque, IA
Nick Markus
Managing Partner and Chief Compliance Officer
Wolf Point Asset Management
Chicago, IL
Michael R. Marsh
Director Nonprofit Investment Services
Northern Trust
Washington, DC
Holly Mayer
Board of Trustees, Assistant Secretary
York County Community Foundation
York, PA
Samuel Michalove
Director of Investments – ASU Enterprise Partners
Northern Trust
Chicago, IL
Janet Miller
Executive Director
William S. Abell Foundation
Chevy Chase, MD
Karon Moody Harden
Vice President, Professional Development
Council on Foundations
Washington, DC
Nanci Morris
Managing Partner
Kidderbrook Group
Chatham, NJ
Codi Morton
Communications & Marketing Associate
Council on Foundations
Washington, DC
Terri Mosqueda
Vice President of Development & Donor Relations
California Community Foundation
Los Angeles, CA
Anthony Noble
Vice President and CFO
Global Greengrants Fund
Boulder, CO
Kevin O'Leary
Chief Executive Officer
TIAA Endowment & Philanthropic Services
Denver, CO
Anne Ollen
Senior Director
TIAA Institute
Floral Park, NY
Rene Paradis
Chief Financial Officer
National Philanthropic Trust
Jenkintown, PA
Brandon Parrish
Portfolio Manager
Brown Advisory
Boston, MA
Meera Patel
Director of Private Investment Research
Brown Advisory
Baltimore, MD
Mike Paull
Regional Director
Northern Trust
Chicago, IL
Marci Peace
Vice President of Finance
Community Foundation of Greater Greensboro
Greensboro, NC
Chaunice Peebles
Vice President & Consultant
Meketa Investment Group
Carlsbad, CA
Christopher Percopo
Director of Grants Information and Management
The Leona M. and Harry B. Helmsley Charitable Trust
New York, NY
Brigid Peterson
Endowments & Foundations Advisor
Brown Advisory
Baltimore, MD
David Plotts
Controller
Community Foundation of the Eastern Shore, Inc.
Salisbury, MD
Thomas Pudner
Director of Research
Mason Investment Advisory Services, Inc.
Reston, VA
Colin Rajala
Senior Reporter
Nonprofit News
New York, NY
Ingrid Rasmussen
Chief Operating Officer
Unbound Philanthropy
New York, NY
Melissa Reagen
Managing Director, Head of Americas Research
Nuveen Real Estate
New York, NY
W. Brett Rees
President, Mid Atlantic Region
Northern Trust
Washington, DC
Sarah Reichling
Principal
CliftonLarsonAllen, LLP
Minneapolis, MN
Jasmine Richards
Senior Investment Director - Diverse Managers
Cambridge Associates
Boston, MA
Brian Riedl
Senior Fellow
Manhattan Institute
New York, NY
Frederick Ritter
Senior Director, TIAA Endowment & Philanthropic Services
TIAA
Charlotte, NC
Cathleen Rittereiser
Executive Director
Commonfund Institute
Wilton, CT
Ryan Robinson
Institutional Sales Director
Bank of America
Conshohocken, PA
Daniela Rodriguez Ranf
Director, Peer Learning & Engagement
Council on Foundations
Washington, DC
Otis Rolley III
Managing Director, US Jobs & Economic Opportunity
The Rockefeller Foundation
New York, NY
Jodi Rosen
Director of Strategic Services
Vanguard Charitable
Malvern, PA
Bruce Rubin
Board Member
Pincus Family Foundation
Sewell, NJ
Kirstin Sandaas
Chief Financial & Operating Officer
Seattle Foundation
Seattle, WA
Celina Santiago
Senior Donor Relations Officer
California Community Foundation
Los Angeles, CA
Nicholas Schiavo
Chief Financial Officer
The Leona M. and Harry B. Helmsley Charitable Trust
New York, NY
Lisa Schneider
Managing Director, Non-Profit and Health Care Systems
Russell Investments
New York, NY
Danielle Scott
Executive Director
Pincus Family Foundation
Sewell, NJ
Peter Simmons
Chief Operating Officer
Doris Duke Charitable Foundation
New York, NY
Crystal Smith
Controller
Carl B. & Florence E. King Foundation
Dallas, TX
Steven Snyder
Managing Director, Head of Relationship Management
Commonfund
Wilton, CT
Sara Southwood
Director of Client Engagement
21/64
New York, NY
Chris Spaugh
President
Moravian Ministries Foundation
Winston Salem, NC
Parker Sullivan
Founder
Crastinum
Fort Worth, TX
Susan Tanaka
Senior Policy Advisor
Peter G. Peterson Foundation
New York, NY
William Thorpe
Chief Marketing and Development Officer
Mason Investment Advisory Services, Inc.
Reston, VA
Jennifer Tingley
Partner
CliftonLarsonAllen LLP
Minneapolis, MN
Charles Twichell
Executive Director
Prince Charitable Trusts
Chicago, IL
Glenn Valdiserri
Director of Finance
Community Foundation of Fayette County
Uniontown, PA
Kenneth Varble
Corporate Controller
Nexus Foundation
Plymouth, MN
Sonja Velez
Chief Financial Officer
The San Francisco Foundation
San Francisco, CA
Brad Ward
Director, Community Philanthropy
Council on Foundations
Washington, DC
Richard Webster
President
Helen and Will Webster Foundation
Pasadena, CA
Stephen Webster
CFO & Vice President of Finance
Kansas Health Foundation
Wichita, KS
Anne Westreich
Managing Director | Senior Consultant
Verus
El Segundo, CA
Nick Williams
Chief Financial Officer
Albuquerque Community Foundation
Albuquerque, NM
Sherry Ann Woolfolk
Vice President of Finance
Quad Cities Community Foundation
Bettendorf, IA
Krickett Yetter
Finance Director
Wyomissing Foundation
Wyomissing, PA
Sarah Yoder
Treasurer
Edwards Lifesciences Foundation
Irvine, CA