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E-mail this page to your Friends
 

Spring 2009, Endowment & Foundation Forum
Palm Beach Briefing

 
Black Tie International Magazine
&
The Investment Management Institute
 
Invites you to join us
for
The Spring 2009
Endowment  & Foundation Forum
Palm Beach, Briefing
April 22,Palm Beach

2:30 - 5PM


Topics to be discussed


The Future of Non-Profits in a Post Bernie Madoff World.

(Focused on  volatile market conditions and how best to manage funds)

 2009-2010 Market Outlook:
 Equities, Fixed Income, Real Estate & Commodities


Tax Policy Changes?
Inflation’s Effect on Investment Portfolios
Socially Responsible Investments
Managing Risk & Asset Allocation

 The New Role of Consultants.

The Rise of the Boutique Money Managers


Using Volatility to Enhance Returns

Emerging Markets: What is Next?

Alternate Investments: Becoming a Major Asset Class

Opportunities in Real Estate & Other Distressed Assets

 

New and Exciting Donor Programs

The bright side: The Good Life at 125!


T
he Briefing is designed specifically for Foundation Officials with
 the responsibility of managing Foundation funds.

Seating is limited and priority will be given to Controllers, Treasurers, Development and Executive Officers.

Public Relations Professionals

and Consultants should also attend


For Complimentary
Friends of Black Tie Guest Passes:

 

Please forward your Name , Title,  Organization and a brief description of your responsibilities to:
Palmbeach@blacktiemagazine.com


The Briefing will be broadcasted on
www.blacktiemagazine.com

 

For additional Information
Contact:

gerard@blacktiemagazine.com



Briefing for Financial Professionals
 

The Briefing is designed specifically for

Financial Professionals
Marketing Executives, Sales Executives, Client Servicing Officers,

Managing Directors, Portfolio Managers, Partners, Principles,
Chief Investment Officers with Asset Management Firms, Banks Insurance Companies, Hedge Funds, Fund-of-Funds.

April 22,Palm Beach
9:30 -12 Noon

Hyatt Place

 

For Complimentary
Friends of Black Tie Guest Passes:

 

Please forward your Name,Title, Company
to:
events@blacktiemagazine.com

More information
Spring Financial Briefing, Palm Beach

Contact

gerard@blacktiemagazine.com
Gerard Mc Keon
917 691 0564

 

 

 

 

 

 

 

 

 

Details on the Weekend Conference

 

Investment Management Institute
Presents

The Spring 2009
Endowment and Foundation Forum

April 26-28,  2009

The Longboat Key Club and Resort
Longboat Key, FL
 


For Information Contact
gerard@blacktiemagazine.com
Tel# 917 691 0564

 

Topics to be discussed

 

Has the bleeding stopped? The Credit crises, your spending policy
and risk parameters.

 

Cheap or Challenging: Is it time to buy U.S stocks?

 

Responsible Investing: Growing focus on corporate governance.

 

Impact of FASB statement 157 on the valuation
of alternate investments

 

How much Liquidity do you need?

 

Sustainable asset management strategies.

 

Bernie Madoff and the non_profit world

 

Will redemptions stop hedge funds in their tracks?

 

Is this the end of securities lending?

 

Should commodities be part of your current asset allocation?

 

Evaluating and Selecting managers in a low return/high volatility environment

 

Spending policy in an era of rising inflation and zero interest rates

 

Global fixed income: A new focus on Alpha.

 

The rising cost of college tuition ( and what congress wants to do about it)

 
2009 Market outlook: where do we go from here?
 

Attendee Roster ( Partial)

Archdiocese of Indianapolis
Asset Strategy Consultants
Ball State University Foundation
Childrens Home Foundation
Evaluation Associates
Harvard Management Co.
LCG Associates
Loyola College
Martin Andersen/ Gracia Andersen
Memorial Sloan- Kettering Cancer
New York University
Oberlin College endowment
Portsmouth General Hospital
Presbyterian Church (USA) Foundation
Philadelphia Foundation
Rogers Casey
The Salvation Army Southern
The Westminster Schools
Trinity University
University of South Florida Foundation
Watson Wyatt Investment Consulting
Wellesley College
Wiltshire Associates
 
 

 

Print Friendly: Agenda, Attendee Roster
 

 

     

To list an upcoming event please contact
joyce@blacktiemagazine.com

 
 

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