8:45 Chairperson’s Opening Remarks

9:00 Lessons Learned: Strategic Asset Allocation Then And Now

• Analyzing portfolio construction and investment themes, and determining where costly mistakes were made
• Pinpointing the asset classes that suffered the biggest losses over the past two years
• Debating whether alternative investments were worth the risk and discussing asset allocation going forward and the need for liquidity
• Providing an overview of asset allocation portions and how it is changing

9:50 Investment Opportunities In The Infrastructure Sector

• Discussing the strengths of infrastructure investing including low operating costs and inflation-linked revenues
• Reviewing the risk/return profile and the most attractive investment opportunities for private and institutional investors
• Understanding valuation and how large a role infrastructure assets should play in a diversified portfolio

Abel Mojica
Head of Corporate Development
Tortoise Capital Advisors

11:10 Investing In Forestry: Another Means Of Diversification

• Pinpointing the advantages of investing in forestry such as achieving traditional equity returns with fixed income volatility
• Measuring the risk associated with these asset classes and discussing portfolio optimization strategies for family offices, foundations and endowments
• Comparing forestry with other alternative asset classes, noting that the commodity has outperformed other commodities in both high and low inflationary environments

Frank Cullity Wilson
Executive Chairman
TFS Corporation Ltd.

1:00 The Strategic Case For Investing In Gold

• Discussing that, on a risk-adjusted basis, gold performed better than other assets such as domestic and international equities
• Reviewing opportunities that are available for institutional and private investors
• Exploring new vehicles including Gold Exchange Traded Funds, which continue to attract new funds

Juan Carlos Artigas
Investment Research Manager
World Gold Council

1:50 Case Studies: Endowments Discuss Hedge Funds

• Pinpointing the concerns and risks associated with hedge fund investing after the trauma of 2008
• Determining the appropriate hedge fund allocation in foundation and endowment portfolios and how to measure risk
• Addressing liquidity and volatility concerns with sponsored funds, fund of funds, and discretionary accounts

2:50 Impact Investing Trends And Expected Returns

• Detailing opportunities in SRI, green and mission-based investments including energy, cleantech, timber, and infrastructure
• Comparing SRI returns versus traditional models for foundations and endowments as well as the long-term benefits and risks involved
• Reviewing the rise of “terror-free” funds for faith-based foundations including SEI’s funds for Jewish organizations that restrict investments in Iran and Syria

4:10 Asset Class Spotlight: Interactive Roundtable Discussions

The Foundations & Endowments Investment Summit is a great opportunity to get a better handle on some of the alternative asset classes that may be of interest to you. Each roundtable discussion lasts one hour, and is led by an expert in that particular field. The uniquely informal format of the session enables you to brainstorm with your peers regarding the suitability of that particular asset class for your investment portfolio. Asset classes under the spotlight include:

• Private Equity
• Commodities
• Forestry
• Infrastructure

5:00 End Of Conference Day One