Foundations with Assets above $100M
Plenary Sessions
The Impact of U.S. Philanthropy Worldwide
Moderator:
Stacy Palmer, editor, Chronicle of Philanthropy
Panelists:
Karen Bennett Hoeb, executive director, Farmer Family Foundation
Susan Morten Rogers, philanthropist and regional gifts chair, Miami University Foundation
Alternative Investments: Risks on the Horizon?
Moderator:
Jason Zweig, senior writer and columnist, Money magazine
Panelists:
David C. Saunders, Managing director, K2 Advisors, LLC and director, University System of Maryland Foundation.
Verne Sedlacek, president and chief executive officer, Commonfund
Fiduciary Oversight and Accountability Challenges
Moderator:
Richard D. Legon, AGB president
Panelists:
Ann Parrish, board chair, University of Alaska Foundation, and former chair, University of Alaska Board of Regents
Michael Peregrine, partner, McDermott, Will & Emery, LLP; member, Legal Framework Group of the Panel on the Nonprofit Sector, faculty, Governance Institute
David Walsh, president, Board of Regents, University of Wisconsin System; partner, Foley & Lardner
Schedule at a Glance
| 8:30 a.m. – 12:30 p.m. | Workshop Inside the Forum: Fiduciary Responsibilities of Foundations (optional), featuring international investment strategist Charles D. Ellis |
| 2 – 5 p.m. | Preliminary Workshop: Strategic Planning for the Foundation Board (optional) |
| 6 – 9 p.m. | Opening Reception and Dinner |
| 8 – 8:30 a.m. | Continental Breakfast |
| 8:30 – 9:45 a.m. | Plenary—The Impact of U.S. Philanthropy Worldwide |
| 10 – 11:15 a.m. | Concurrent Sessions (5) |
| 11:30 a.m – 12:30 | Plenary Session—Alternative Investments: Risks on the Horizon? |
| 12:30 – 1:30 p.m. | Lunch |
| 1:45 – 3 p.m. | Peer-to-Peer Sessions (5) |
| 3:15 – 4:30 p.m. | Peer-to-Peer Sessions (5) |
| 5 – 6:15 p.m. | Reception |
| Dinner. Participants are encouraged to explore area restaurants |
| 8:30 – 9 a.m. | Continental Breakfast |
| 9 - 10:30 a.m. | Plenary—Fiduciary Oversight and Accountability Challenges |
| 10:45 a.m – Noon | Concurrent Sessions (5) |
| Noon | Adjourn |
| 12:30 – 4:30 p.m. | AGB's 5th Annual Golf Tournament |