2019 Agenda

How will the global and North American economic backdrop impact financial markets in the years ahead? Get the latest economic outlook to overcome market volatility for your organization. Source intelligence to:

• Assess whether global growth is set to slow
• Determine which way ahead for central banks
• Anticipate how commodities, bond markets, equities and currencies will respond

Steering your portfolio through the next phase of the cycle.

The final stages of a bull market are often surprisingly profitable. Managing this high return vs. high risk reality heightens the importance of accurately managing investments late in the market cycle. Discover how to give up some upside in the late stages of a market cycle by moving to cash/bonds to protect your asset base. Take away a plan to:

• Develop an investment program from zero
• Manage against two separate investment objectives
• Adjust investment goals: allowing for some market underperformance for a long-term benefit

Investment committees are typically comprised of volunteers with significant investment experience. To make effective decisions, it’s critical to be aware of biases and influences that can negatively impact decisions. Take back to your office strategies to:

• Create awareness of the major biases and influencers
• Provide insights on how to improving decision-making dynamics for positive outcomes
• Get the most out of your investment committee

Enhance committee decision making through best practices

The concept of buying illiquid assets as a long-term investment for endowments has been popularized by David Swensen, CIO of the Yale Endowment fund. Achieve excess returns for your organization by investing in illiquid investments like real estate, private equity/venture capital, and even timber. This session will explore
This session will explore:

• Using private debt to provide excess returns over traditional bonds
• How adding alternatives can reduce risk due to lower correlation and increase returns
• Strategies for using income provided for endowment, while the principal increases over time

Understand how the Illiquidity Premium works to increase your returns.

Organizations are re-thinking the way they are investing in causes closest to their missions. Create a business case for philanthropic investment to drive value for returns. Master the success factors to:

• Focus on reducing greenhouse gas emissions at scale
• Support healthcare and personalized medicine
• Invest in education and transform pedagogy through interactive tools

Develop your mission-related investment strategy while driving results.

Adding a high yield bonds to a portfolio can be beneficial for investors looking to increase their income/return potential but are hesitant to increase their equity risk. Discover the pros and cons of incorporating HYB to your portfolio. Take away a plan to:

• Include HYB into your asset allocation to improve the risk-return trade off
• Clarify the impact of HYB for non-taxable investors with regular cash flows needs
• Take advantage of downside risk and the time to recuperate the loss

Change the way you look at HYB and incorporate them into your portfolio

Digital assets and cryptocurrencies have seen a recent explosion in growth. But despite some obvious benefits of digital assets and cryptocurrencies, institutional investors have been slow to fully engage in this asset class. Find out how you can use security tokens via Security Token Offerings (STOs), to invest in cryptocurrencies. Take away strategies to:

Take away strategies to:

• Understand what Digital Asset Issuances (Dais) are
• How security tokens can be used in your investment strategy
• Clarify the risks associated with Dais

Innovate your investment strategy with new cryptocurrency technology

Institutional investors have been holding off on investing in the fledgling cryptocurrency asset. However, there is a small and growing group of endowments and foundations who see cryptocurrencies as a viable asset class with tremendous upside. Examine the issues involved assessing the risks and opportunities of investing in cryptocurrencies:

• Laying the groundwork to invest in cryptocurrencies
• Addressing the issue of volatility, security concerns and headline
• Assessing cryptocurrency index funds that are targeting institutional asset owners: custody issues

Employ active ownership to achieve investment and mission goals