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6th Annual Endowments & Foundations Conference

Event Description

Please join the Chartered Financial Analyst Society of Pittsburgh for an informative, thought provoking day, focused on our ever-changing financial markets and their specific implications to non-profit organizations. We will bring together leading endowments, foundations, investment consultants, money managers, and subject matter experts from both national and regional organizations for in-depth educational content and networking opportunities. 

This year's conference will again include a high caliber mix of national and regional speakers from investment organizations and the endowments and foundations community.  Our CIO Roundtable will return by popular demand with a new cast of CIOs.  A keynote lunch presentation by John R. Chisolm, CFA, Co-CEO and Co-CIO of Acadian Asset Management, will discuss how organizations can utilize artificial intelligence and big data to improve investment results. Additional session topics include:

  • A Macro-Economic Overview of the Global Capital Markets
  • Investment Policy and Asset Allocation:  Stay the Course, or Time for a Change?
  • Fixed Income Opportunities in a Low Yield and Raising Rate Environment
  • Opportunities and Risks with Blockchains and Cryptocurrencies
  • Managing Shortfall Risk in a Declining Return Environment
  • How to Structure Your Portfolio for Volatile Markets
  • Sophistication Achieved with Simplicity​
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Event Type


Education Topic


Start Time

5/16/2018 8:45 AM

End Time

5/16/2018 6:00 PM

Event City


Event State/Province


Event Country


Event Region


Location Info

Duquesne University
Power Center Ballroom

1015 Forbes Avenue
Pittsburgh, PA 15219 



CE Credits


SER Credit




Member Price

$85 ($95 after April 13)

Non-Member Price

$125 ($140 after April 13)

Candidate Price

$85 ($95 after April 13)


All Day Event





Content Type: MyCFA Calendar
Created at 4/5/2018 1:56 PM by[CASMSTS:username]
Last modified at 4/5/2018 1:56 PM by[CASMSTS:username]