III Endowments & Foundations Roundtable

Jun 3rd - Jun 4th 2020
Four Seasons Hotel
On the Edge of the Overton Window

The Overton window consists of the range of ideas accepted within normal discourse. The saying goes that an idea’s political viability relies not on its own substance – but rather whether or not it falls within the window. 
Portfolio management is not exempt. 

The 2019 Endowments & Foundations Roundtable will explore the Overton window of institutional investing – and push the window to the very limits of acceptability. 

First, you will hear – and participate in – debates upon the ideas entrenched firmly within the window. Next, we will shift the terms of debate beyond what is traditionally acceptable, normal, and perhaps even prudent. 


Download the 2019 Agenda

2019 Advisory Board

May Ng, Ann E. Casey Foundation
David E. Erickson, Ascension Investment Management
Phil Rotner, Boston Children's Hospital
George Wilson, Boston Foundation
Nicholas A. Warren, Brandeis University
K.C. Krieger, Broad Foundation
Scott Richland, California Institute of Technology
Fred B. Greear, Carilion Clinic
Kelsey Deshler, Carleton College
Charles A. Kennedy, Carnegie Mellon University
Kim Y. Lew, Carnegie Corporation of NY
Neil Nag, Children’s Healthcare of Atlanta 
Ryan Bailey, Children's Health System of Texas
Jenny Chan, Children's Hospital of Philadelphia (CHoP)
Jeffrey Heil, Doris Duke Charitable Foundation
Phil Morgan, Earlham College

Jason Matz, GHR Foundation
David Holmgren, Hartford HealthCare
Rosalind M. Hewsenian, Helmsley Charitable Trust
Mark Baumgartner, Institute for Advanced Study
Jacque Millard, Intermountain Health Care
James Clarke, Kansas University Endowment Association
Kristin Agatone, Lehigh University
Avantika Patel, LICR Fund
Jason Klein, Memorial Sloan Kettering Cancer Center
Anthony S. Waskiewicz, Mercy Health
Philip Zechner, Michigan State University
Scott M. Pittman, Mount Sinai Health System
Mark Kerwin, Museum of Fine Arts Boston
William Deu Lee, New York Presbyterian Hospital
Geetanjali Gupta, New York Public Library
Ryan Tidwell, Oklahoma State University
Jeff Pippin, Pepperdine University
David R. Wallace, Pomona College

Anurag Pandit, ALSAC/St Jude Children's Research Hospital
Jonathan D. Hook, The Harry and Jeanette Weinberg Foundation
David Verghese, Texas A&M University System
Keith Nelson, Texas Children's Hospital
Meredith Jenkins, Trinity Wall Street
Mark A. Schmid, University of Chicago
Karl Scheer, University of Cincinnati
Jim Bethea, University of Iowa Center for Advancement
Stuart  H. Mason, University of Minnesota
Britt Harris, UTIMCO
James J. Dunn, Verger Capital Management
Daniel A. Ward, Virginia Tech Foundation
Deborah Kuenstner, Wellesley College
Abigail G. Wattley, Williams College


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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