CFA Society Pittsburgh
7th Annual
Endowments and Foundations Conference
Covering Today’s Critical Investment and Governance Issues
Wednesday, May 15, 2019
Registration: 8:45 am – 9:30 am
Conference: 9:30 am – 4:30 pm
Reception: 4:30 pm – 6:00 pm
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Duquesne University
Power Center Ballroom

1015 Forbes Avenue
Pittsburgh, PA 15219

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Wednesday, May 15, 2019

 Please join the Chartered Financial Analyst Society of Pittsburgh for an informative, thought provoking day, focused on our ever-changing financial markets and their specific implications to non-profit organizations. We will bring together leading endowments, foundations, investment consultants, money managers, and subject matter experts from both national and regional organizations for in-depth educational content and networking opportunities. 

This year's conference will again include a high caliber mix of national and regional speakers from investment organizations and the endowments and foundations community.  Our CIO Roundtable will return by popular demand with a new cast of CIOs.  A keynote lunch presentation by Bhaskaran Swaminathan, Ph.D., will discuss how behavioral biases can impact our investment decision making.  Additional session topics include:

  • A Macro-Economic Overview of the Global Capital Markets
  • How Can Smaller E&Fs Produce Results More Like Larger Ones
  • Getting Better Investment Results Via a Diverse Workforce
  • How to Structure Your Portfolio for Volatile Markets
  • How to Build Your Private Equity Program from Scratch
  • Fixed Income Opportunities in a Low Yield and Rising Rate Environment
  • Rationale for Real Estate Esposure

See full agenda below for more detailed information

Conference includes continental breakfast, lunch, refreshments, and a post-conference cocktail reception.

Seating is limited so please register now.

Registration and Fee* Information:
On or before April 15
After April 15
Non-Profit participants:
CFA Society Members/Candidates/Affilliates:
CFA Society Members (Group of 5 Tickets) per person:
*Includes continental breakfast, lunch, refreshments, and a complimentary cocktail reception.

Special Thanks to our Sponsors