Annual Endowments and Foundations Conference

When:  Thu, Oct 1, 2026 from 09:00 AM to 05:00 PM (ET)
Associated with  CFA Society Philadelphia

CFAP is proud to host its forteenth annual program focused on endowments and foundations. This day-long conference will feature panel discussions and speakers from leading asset managers, non-profits, and subject matter experts in non-profit law and governance. The conference will address many of the pressing issues facing endowments, foundations and other philanthropic concerns.         

We expect approximately 150 professionals to attend the conference, representing over 80+ organizations. The audience is a mix of investment management professionals, non-profit executives, attorneys and other professionals who are passionate about mission-driven work.

 

This year’s topics include:

 

  • Positioning Portfolios for Resilience in a World Rewired
  • From RFP to Relationship: Choosing an Investment Provider with Confidence
  • Crafting a North Star Investment Policy Statement
  • Alternative Investments and Their Suitability in Portfolis

 

A complete agenda will be available shortly.

 

This year’s conference will be held at the College of Physicians of Philadelphia. The College is one of the nation’s oldest professional medical organizations and a distinguished center for the exploration of medicine, science, and public health. Founded in 1787, the College is housed in a historic National Historic Landmark building in Center City Philadelphia and is home to the renowned Mütter Museum and the Historical Medical Library. With its elegant architecture, rich history, and unique collections, the College provides an extraordinary setting that reflects Philadelphia’s longstanding contributions to medicine, education, and scientific discovery.

 

Several corporate sponsorship opportunities are available for the conference. Click here to view a Sponsor Sheet with sponsor levels and benefits.

 

The conference includes a full day's worth of programming, breakfast, lunch, and networking breaks. 

 

Immediately following the conference, we will host a cocktail reception for the attendees in Philadelphia’s renowned Mütter Museum. The Mutter is one of the city’s most fascinating and memorable cultural institutions. Guests will enjoy refreshments, light bites, and engaging conversation in a truly unique setting surrounded by the museum’s extraordinary collections exploring medical history and the human body. This one-of-a-kind reception offers an unforgettable backdrop for networking and connecting with colleagues while experiencing one of Philadelphia’s most intriguing landmarks.

 

Registration: 

CFA Members (all societies): $125.00 

Non-Members: $220 

Non-Profit Professionals: $50.00

Click here to register

Location

The College of Physicians
19 South 22nd Street
Philadelphia, PA 19103