CFAP is proud to host its thirteenth 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 are excited that the Mayor of Philadelphia, Cherelle Parker, will speak at the conference. Cherelle Parker was inaugurated as the 100th mayor of Philadelphia, becoming the first woman to lead the city and hold the office in 341 years.
Mayor Parker is a former public school teacher, a state legislator who headed the Philadelphia delegation, and member of Philadelphia City Council, where she represented the 9th District and rose to become majority leader. As a lifelong Philadelphian, she’s committed to fighting every day for Philadelphians. Mayor Parker will share her vision for the future of Philadelphia with the conference attendees.
Click here to view the full conference agenda.
Our keynote speaker for the conference is David Itzkovits, CFA. David is Co-Founder of Optimal AdvisorAI. Optimal AdvisorAI works to bring financial professionals and non-profits up the learning and adoption curves around AI technologies by demystifying AI tech, teaching applied tactics for usage, and supporting clients in implementing AI into their workflows for maximum benefit.
David is an acknowledged thought-leader in the use of artificial intelligence in the investments industry and is an international key-note speaker on the subject. He has been instrumental in driving the use AI in investment management and launched multiple funds including the first UCITS Balanced Fund in 2017 utilizing AI exclusively in the decision-making process.
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.
A number of 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 morning and afternoon networking breaks.
Registration:
CFA Members (all societies): $125.00
Non-Members: $220
Non-Profit Professionals: $50.00
Thanks to our sponsors:
SILVER:
BRONZE:
Foundations and Endowments Specialty Practice
RECEPTION SPONSOR
ASSOCIATION SPONSOR
Click here to register.