Special One-Day Workshop
| 8:30 – 9:30 a.m. | Plenary |
Modern Portfolio Theory: Evolutionary Or Revolutionary Change? Featuring: Charles D. Ellis, Ph.D., chair of investment committees at Yale University and Whitehead Institute; and founder of Greenwich Associates |
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| 9:45 – 10:30 a.m. | Concurrent Sessions |
Legal And Public Relations Aspects Of The Board’s Fiduciary Obligations During this session, participants will discuss new aspects of the Duty of Care, Loyalty, and Responsibility, the Prudent Investor Rule, Conflict of Interest Policies and how to best manage FOIA requests. Featuring: Alan F. Rothschild, Jr., partner in the law firm of Hatcher, Stubbs, Land, Hollis & Rothschild, LLP Investment Committee Challenges Perspective from veteran investment committee chairs on the selection of committee members and why special skills, knowledge and expertise are absolutely required. Participants will have an opportunity to review the rationale for and optimal size of the committee, terms of service, and models of strategic meetings. Featuring: John Griswold, executive director, Commonfund Institute |
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| 10:35 – 11:20 a.m. | Concurrent sessions |
How the Rigorous Selection and Evaluation of Fund Managers Can Transform the Performance of Your Endowment During this session, participants will discuss the value of diversification, cost, level of service, performance, capabilities, expertise, monitoring and evaluation of fund managers. Featuring: David Bahlmann, president, Ball State University Foundation How To Avoid Common Investment Policy Mistakes An opportunity to share examples of tactical errors, rebalancing policies, asset allocation, spending policy enforcement and other governance errors. |
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| 11:30 a.m.– 12:30 p.m. | Plenary |
Are The Components Of Alternative Investments Colliding? A panel of experts will discuss highly complex financial instruments including derivatives, alternatives, hedge funds, absolute return, and private equity. Moderator - Louis A. Friedrich, managing director, AllianceBernstein, and past board chair, University of Illinois Foundation Panelists: Leonard G. Armstrong, C.I.M.A., First Vice President, Merrill Lynch Private Banking and Investment Group; Partner, The Armstrong Group |
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| 12:30 p.m. | Workshop Concludes |