The CFA Society of Pittsburgh is pleased to host its Annual Endowments and Foundations Investments and Governance Conference. Join leaders from Endowments and Foundations, investment consultants, money managers, and subject experts for this full-day educational conference covering today’s critical investment and governance issues.
This conference will cover topics such as:
In addition to these topics, our CIO panel is back by popular demand! Attendees will also enjoy a continental breakfast, buffet style lunch, and snacks throughout the day. The conference will conclude around 4:30, when we invite all attendees, presenters, and members for a cocktail hour networking reception.
This event requires prior registration. We hope to see you there!
Agenda
8:45-9:30
Registration & Continental Breakfast
9:30-9:40
Welcome & Intro
9:40-10:30
Speaker: Macro-Economic Overview
10:45-11:40
Panel: Investing in Private Debt and Direct Lending
12:10-1:10
Lunch Buffet with Keynote Speaker Ray Betler
1:20-2:10
Breakout A - Panel: Investing in Real Assets
Breakout B - Beyond Biases: The Future of Applied Behavioral Finance
2:25-3:15
Breakout A - ESG as an Investment Factor for Public & Private Markets
Breakout B - Panel: Investing in Emerging Managers & Niche Strategies
3:30-4:30
CIO Panel, and closing statements
4:30-6:00
Cocktails, hors d'ouevres, and networking