Join us for an exclusive gathering of Endowment and Foundation leaders to tackle shared challenges, evolving fiduciary duties, and emerging opportunities. Through peer exchange and expert insight, you’ll refine strategies for operational excellence and future-proof your investment office.
Agenda:
09:00: Welcome Remarks
09:05: SBAI & Morgan Lewis Update
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Regulatory themes
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Manager governance and transparency trends
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Emerging operational & fiduciary considerations
09:15: Presentation of SBAI Endowment & Foundation Investment Office Survey Results
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Key Takeaways
09:30: Tour de Table: Top of Mind Issues for Endowment & Foundation Investment Offices
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Areas of urgent focus
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Operational challenges & innovation priorities
10:15: Market Sentiment & Asset Allocation Outlook
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Private Market pacing decisions
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Shifts in risk appetite & governance expectations
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Peer views on current market positioning
11:00: Coffee Break
11:20: Operationalising Cash Management & Capital Call Planning
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Forecasting, laddering, and meeting portfolio liquidity needs
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Coordination across finance, treasury, and investment staff
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Workflow, data, and reporting models
12:00: Adopting SMAs: Investor Consideration & Challenges
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Understanding the role of SMAs in a broader asset-allocation framework
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How to utilise SMAs effectively through customisation
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Exploring capital efficiency benefits
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Managing stakeholder relations
12:40: Lunch
13:45: AI Adoption in the Investment Office
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Operational and risk use cases
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Data governance, privacy, and policy frameworks
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Overcoming implementation barriers in lean teams
14:30: Coffee Break
14:45: Technology Delivery in the Endowment & Foundation Space
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Integrating systems across the operating model
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Cybersecurity & third-party risk
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Cloud transitions & resource considerations
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Change management & talent enablement
15:15: Building Effective Operational Due Diligence Functions
Receive practical advice & guidance on what key risks you would be focused on from the perspective of an Institutional Investor
15:50: Concluding Remarks
16:00: Meeting Close
Speakers to be announced soon.