Institutional Investor launched the Endowments and Foundations Institute (EFI) due to overwhelming demand from the CIOs of the nation's leading Endowments & Foundations and Healthcare Systems, to foster connectivity and community within their teams and peer networks.
At two dedicated events held annually on the East and West Coasts, II's Endowments & Foundations Institute provides the opportunity for peers to meet and engage on a regular cadence for a unique learning and networking experience. EFI Meetings will draw on a rich diversity of thought leadership; investment experts, renowned academics, and some of the most accomplished CIOs of leading Endowments, Foundations, and Healthcare Systems nationally. A robust program combining exceptional networking opportunities offers unique ways for participants to engage, exchange ideas, and build relationships of value.
For institutional investors and public pensions looking for more information, please contact:
Julia Kufman
Executive Director, Investor Relations
For asset managers looking for more information,
please contact:
Giorgio Tupini
Head of Sales, North America
David McAuliffe
Former President & Chief Investment Officer
Berkeley Endowment Management Company
Anne Dinneen
Senior Vice President, Chief Investment Officer
New York-Presbyterian
Scott Pittman
Chief Investment Officer
Mount Sinai Health System
Brooke Jones
Chief Investment Officer
Bryn Mawr College
Leena Bhutta
Chief Investment Officer
Doris Duke Foundation
Kelsey Deshler
Chief Investment Officer
Carleton College
Jeff Mindlin
Chief Investment Officer
Arizona State University
Mark Baumgartner
Chief Executive Officer & Chief Investment Officer
University of Florida Investment Corporation
Shawn Wischmeier
Chief Investment Officer
Margaret A. Cargill Philanthropies
Michelle Knudsen
Chief Investment Officer
New York University Investment Office
Leslie Lenzo
Chief Executive Officer and Chief Investment Officer
Hershey Trust Company
Mark Cagwin
Chief Investment Officer
SSM Health Care Portfolio Management Company
David A. Lewis
Chief Investment Officer
Ann & Robert H. Lurie Children’s Hospital of Chicago
Joshua W. Fenton
Chief Investment Officer
The Helmsley Charitable Trust
Scott Taylor
Chief Investment Officer
Andrew W. Mellon Foundation
Meredith Jenkins
Chief Investment Officer
Trinity Wall Street
Richard Chau
Chief Investment Officer
Tulane University
Sonali Dalal
Chief Investment Officer
University of St Thomas
Carlos A. Rangel
Chief Investment Officer
W.K. Kellogg Foundation
Brian O'Neil
Interim Chief Investment Officer
Wallace Foundation
Former Chief Investment Officer
Robert Wood Johnson Foundation
Aron Grodinsky
Chief Investment Officer
The Colorado Health Foundation
Joshua Rabuck
Chief Investment Officer
Indiana University Health
Charles Kennedy
Chief Investment Officer
Carnegie Mellon University
David Morehead
Chief Investment Officer
Baylor University
David Erickson
Chief Investment Officer
Ascension Investment Management
Laura Hill
Chief Investment Officer
Advocate Health
Muthu Muthiah
Chief Investment Officer
Children's Healthcare of Atlanta
Anurag Pandit
Chief Investment Officer
ALSAC / St. Jude Children's Research Hospital
Alex Wiggins
Chief Investment Officer
Rush University System for Health
Jim Bethea
Chief Investment Officer
West Virginia University Foundation
Karl Scheer
Chief Investment Officer
University of Cincinnati
Lila Hunnewell
Chief Investment Officer
Boston University
Jason Klein
Senior Vice President & Chief Investment Officer
Memorial Sloan Kettering Cancer Center
Geeta Kapadia
Chief Investment Officer
Fordham University
Rob Roy
Chief Investment Officer
AdventHealth
Thomas Lurguin
Chief Investment Officer
Kaiser Permanente
Jeffrey Rohde
Chief Investment Officer
Pepperdine University
Anca Ion
Chief Investment Officer
Texas Treasury Safekeeping Trust Company
The training and education of investment teams, boards, and committees has rapidly become a priority for many asset management firms and allocating institutions.
With our stated goal of supporting and strengthening our community of investment professionals globally, Institutional Investor is excited to be partnering with the Allocator Training Institute on the Emerging Talent Academy (“the Academy”). The Academy offers accredited training to board and committee members as well as investment team and compliance staff at management firms and institutional investors.
The Academy’s training program aims to further equip investment professionals with the knowledge and quantitative tools they need to succeed professionally and on behalf of their organizations. Workshops and training include focus on performance calculations, measuring factor exposures, portfolio attribution, operationalizing processes, capital market assumptions, and investment due diligence.
Training Program Content
Participants will gain hands-on experience through case studies and interactive sessions. Each part of the Academy’s curriculum has been designed around the core concepts of utility and applicability, allowing participants to build the necessary knowledge base that will be useful in their role as an institutional allocator.
- Strategic vs. Tactical Asset Allocation Setting SAA targets and their impact, tactical allocation moves
- AI for allocators: examples of tools and processes that work
- Investment Policy Statements Spending policies, benchmark selection, allowable assets
- Capital Market Assumptions: building blocks approach, implementation, and uses
- Active vs. Passive SPIVA report findings, separating beta from alpha outcomes
- Evaluating Investment Managers: methods to assess probability of ex-ante alpha, memos
- Quantitative Tools: practical tools and heuristics to quickly evaluate data
- Case Studies Including: endowment troubles in ’08, Hartford Healthcare, UPS and Kodak pensions, PSERS
The program will provide frameworks, tools, and real-world insights to enhance decision-making and investment effectiveness. This two-day workshop runs alongside the Public Funds Roundtable, offering a unique opportunity for emerging professionals to learn, network, and engage with seasoned institutional investors.
Led by Alex Ambroz, CEO of the Allocator Training Institute, and featuring industry experts including Cynthia Steer, Senior Advisor at Institutional Investor.
