AII Virtual Endowments & Foundations Annual Roundtable

Sep 17th 2020
1:00 p.m. EST
Virtual Event


The Endowments & Foundations Roundtable previously scheduled for June 1-2  has been rescheduled to September 14-15.


We have no idea what the shape of the economy will look like as we exit social distancing.

But we know it will be vastly different than when we entered it.

As we emerge from the carnage, nonprofit investors will have to reevaluate both the tactics and strategies that dominated their approach to portfolio management. They will have to reevaluate which partners performed best – both in terms of investment and relationship alpha – during these troubled times. And they will have to reevaluate the fundamental frameworks that guide our industry.

In short, everything is re-ordered, and the 2020 Virtual E&F Annual Roundtable is where that discussion begins.

The Virtual E&F Annual Roundtable will be held in place of the in-person event. It will have a mix of prominent speakers, strong panels, and small breakouts that prioritize engagement between Members and asset allocators – and will be hosted separately for III and AII members.

Agenda and registration will be available soon.

2020 Advisory Board


Kristin Agatone
Lehigh University

Archibald E. Asawa
Soka University of America

Mark Baumgartner
Institute for Advanced Study

James Bell
Beth Israel Lahey Health

Howard Berner
Principia College

Jim Bethea
University of Iowa Foundation

Kathleen Browne
Denison University

Amy Chen
Smithsonian Institution

James Clarke
Kansas University Endowment Association

Kelsey Deshler
Carleton College

John DeSisto
Yawkey Foundations

Brian Doyle
Communities Foundation of Texas

James J. Dunn
Verger Capital Management

David E. Erickson
Ascension Investment Management

Craig Grenier
Northeastern University

Geetanjali Gupta
New York Public Library

Chris Halaska
Memorial Hermann Health System

Britt Harris

Jeffrey Heil
Doris Duke Charitable Foundation

Rosalind M. Hewsenian
Helmsley Trust

Richard Hisey
Berklee College of Music

David J. Holmgren
Hartford HealthCare

Jonathan D. Hook
The Harry and Jeanette Weinberg Foundation

Clarissa C. Hunnewell
Boston University

Meredith Jenkins
Trinity Wall Street

Letitia Johnson
Amherst College

Brian Johnson
University of Southern California

Elizabeth Jourdan
Mercy Health

Charles A. Kennedy
Carnegie Mellon University

Mark B. Kerwin
Museum of Fine Arts Boston

Jason Klein
Memorial Sloan Kettering Cancer Center

Richard Kraich
West Virginia University Foundation

Katharine Krieger
Broad Foundation

Chun Lai
Rockefeller Foundation

William Lee
New York Presbyterian Hospital

Kim Y. Lew
Carnegie Corporation of New York

Jason Matz
GHR Foundation

Zackery McGuire
University of Georgia Foundation

Muthu Muthiah
Group Health Foundation

Keith Nelson
Texas Children's Hospital

May Ng
Annie E. Casey Foundation

Anurag Pandit
ALSAC / St. Jude Children's Research Hospital

Jason Perlioni
Johns Hopkins University

Charles J. Pippin
Pepperdine University

Scott M. Pittman
Mount Sinai Health System

Scott Richland
California Institute of Technology

Philip Rotner
Boston Children's Hospital

Karl Scheer
University of Cincinnati

Susan Slocum
Children's Hospitals and Clinics of Minnesota

Rick Slocum
Harvard Management Company, Inc.

Nicholas A. Warren
Brandeis University

George Wilson
Boston Foundation

Shawn Wischmeier
Margaret A. Cargill Philanthropies

Burton Yuen
Kamehameha Schools



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For more information, please contact:

Randy Klein
+1 212 224 3629