Sep 11, 08:30 AM - 05:00 PM (ET)
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.
Topics to be addressed at the conference include:
Investing In Cultural Institutions
Impact of Recent Tax Legislation
Sustainable Investing
Board Governance Best Practices
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 Sponsor:
Bronze Sponsor:
Truist Foundations and Endowments Specialty Practice
Reception Sponsor:
Click here to register
Philadelphia, PA, United States