III Endowments & Foundations Roundtable

Jun 5th - Jun 6th 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

Kirk Lippold

Authority on Leadership and Crisis Management
Former Commander, USS Cole

Engaged leader, hands-on crisis management practitioner, and a go-to global security expert for major news networks, the former Commander of the USS Cole demonstrates the foundation for team success and time-critical decisions based on integrity. CDR Lippold was in command of the USS Cole when it was targeted by a deadly al Qaeda terrorist attack in 2000, 11 months before 9/11. His team training prior to the attack and unflappable leadership after galvanized his crew to action, resulting in lives and the ship being saved.

A compelling storyteller, CDR Lippold draws upon his Five Pillars of Leadership to offer strategies he learned and applied to instill integrity into his team members and mitigate crises throughout his naval career. With takeaways for organizations on assessing their own successes and failures to prepare for what the future may hold, his lessons learned can make the difference when it matters most.

View 2018 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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