The Twelfth Annual Endowment and Foundation Forum Returns to Boston

Oct. 7, 2010 - PRLog -- This November, the Opal Financial Group will return to Boston to host the Endowment and Foundation Forum for the twelfth year.

The forum will provide for the free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle the issues that are most germane to the nation's endowments and charitable foundations by examining critical investment topics, as well as the need to align fiscal strategy with the goals of a particular organization.

Participants and delegates will speak on a range of issues, including the necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning, as well as addressing the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting the industry sector, guest speakers and participants can gain a greater understanding of how their organizations can utilize and dovetail with particular investment strategies.

The Twelfth Annual Endowment & Foundation Forum will take place from November 1st to 3rd, returning to the Hyatt Regency in Boston.  Conveniently located in the heart of downtown, participants and delegates can enjoy the modern luxuries the hotel has to offer within short walking distance of some of the nation’s oldest historical treasures.

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Opal Financial Group coordinates leading institutional investment conferences throughout North America and Europe. These events are designed for High-Net-Worth Individuals and executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planning Firms, 401 (k) Plans, Investment Consultancies, Hedge Funds, Investment Banks, Brokerage Firms, Law Firms and Accounting Firms.