Special Workshop: Fiduciary Responsibilities of Foundations
Charles D. Ellis, Ph.D.—chair of investment committees at Yale University and Whitehead Institute; and founder of Greenwich Associates—will deliver a plenary address, "Modern Portfolio Theory: Evolutionary or Revolutionary Change?".
This Workshop is offered exclusively for foundation board chairs, investment and finance committee chairs, foundation chief executives, and chief investment officers. It will feature:
- Legal aspects of the board's fiduciary obligations
- Investment committee chair perspectives on selection of committee members
- Modern portfolio theory, a discussion of highly complex financial instruments
- How the rigorous selection and evaluation of fund managers transformed the performance of the Yale endowment
- How to avoid common investment mistakes
Schedule At A Glance
| 8:30 – 9:30 a.m. | Plenary. "Modern Portfolio Theory: Evolutionary or Revolutionary Change?" |
| 9:45 – 10:30 a.m. | Concurrent Sessions (2 options) |
| 10:35 – 11:20 a.m. | Concurrent Sessions (2 options) |
| 11:30 a.m. – 12:30 p.m. | Plenary. "Are the Components of Alternative Investments Colliding?" |
| 12:30 p.m. | Workshop Concludes |