AII Endowments & Foundations Roundtable

Jun 3rd - Jun 4th 2019
Four Seasons Hotel
2018 Agenda

After a decade — yes, a decade! — of sustained economic and capital market growth, nonprofit CIOs need a chance to take a step back from the daily process of portfolio management to focus on the central debates of their field of work.

The Roundtable for Endowments & Foundations aims to give just that.

From the advances of fintech to global security threats, from U.S. tax policy changes to the ongoing risk factor debates, the Roundtable’s goal is to inform, arm, and entertain today’s leading nonprofit investors as they prepare for the next decade of returns, whatever they may be.

2018 Featured Speaker

Eric Rosenbach

Co-Director, Center for Science and International Affairs
Lecturer in Public Policy, Harvard Kennedy School

Could iPhone apps challenge financial institutions in the same way that Amazon revolutionized commerce and Uber upended transportation? Many analysts think so. Rosenbach will explore the trajectory of the technologies driving the fintech Revolution — block chain, digital identity management, and cyber security— and the current regulatory environment and avenues to spur FinTech growth. What is the potential for FinTech to shift the balance of the global economy — and the financial services sector in particular?

View agenda

2018 Advisory Board


David Erickson
Ascension Investment Management

Fred Greear
Carilion Clinic

Charles Kennedy
Carnegie Mellon University

John Alexander
Clemson University Foundation

Kathleen Browne 
Denison University

Jeffrey Heil
Doris Duke Charitable Foundation

Catherine Ulozas
Drexel University

Jason Matz
GHR Foundation

Jonathan Hook
The Harry and Jeanette Weinberg Foundation

David Holmgren
Hartford HealthCare

Rosalind Hewsenian
Helmsley Charitable Trust

Mark Baumgartner 
Institute for Advanced Study

James Clarke
Kansas University Endowment Association

Kristin Agatone
Lehigh University

Shawn Wischmeier
Margaret A. Cargill Philanthropies

Jason Klein
Memorial Sloan Kettering Cancer Center

Anthony Waskiewicz (Roundtable Co-Chair)
Mercy Health

Scott M. Pittman
Mount Sinai Health System

William Deu Lee
New York Presbyterian Hospital

John Pomeroy
The Pennsylvania State University

Charles Pippin
Pepperdine University

Randy Kim
Rainwater Charitable Foundation

Chun Lai
Rockefeller Foundation

Craig Crow
Trinity University

Craig Barker
University of Arizona Foundation

Karl Scheer
University of Cincinnati

Todd Shupp
University of Kentucky

Thomas Richards
University of Missouri

Jay Namyet
University of Oregon Foundation

Jonathan Shear
University of Utah

Britt Harris

Richard Kraich
West Virginia University Foundation

MaDoe Htun
William Penn Foundation

Carrie Thome
Wisconsin Alumni Research Foundation


Four Seasons Hotel

200 Boylston St
Boston, MA 02116
United States

Overlooking Boston’s historic Public Garden and within easy reach of the city’s premier attractions, luxury Four Seasons Hotel Boston blends elegant simplicity with distinctive New England flair. Boston provides a rich opportunity to discover the events and people responsible for the creation of the United States. Old Boston can best be seen on The Freedom Trail while other top attractions radiate from the Boston Common – the upscale shopping and cafés of Back Bay, the historic waterfront, the theatre district and the Italian North End.



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