The current bearish economy has brought forth many additional challenges for the endowment, foundation and pension fund communities to go along with the previously existing issues.

It’s against this backdrop that Argyle Executive Forum presents its 2009 Investment Forum for Endowments, Foundations and Pension Funds, which will take place in Manhattan. The event will bring together approximately 130-150 senior investment professionals from the endowment, foundation, and family office community, as well as the CEOs and Board members of public and private large cap and mid cap corporations, and select advisors. The forum will address a number of topics including, but not limited to: global pension governance, asset and style allocation from a foundation perspective, the next wave in effective green investments, and taking a long term view in a short term world from an endowment perspective.

Please note that the limited seating for members of the advisory community is offered first to those that are supporting the event as sponsors. Participation by partnership organizations (advisory firms, vendors, etc) is limited to clients of Argyle Executive Forum. Argyle meetings are by invitation only. If you did not receive an invitation but would like to inquire about attendance, please click here.

*Press policies for member meetings are set at the individual session level. Some sessions may be on the record, while others are off. Please consult the meeting agenda, which will indicate which sessions are off the record. To inquire about media presence, please click here.

Perspectives By:

Wiley Angell
President and CEO
FAMCO

Juan Carlos Artigas
Investment Research Manager
World Gold Council

Les Brun
Board of Directors
University of Buffalo Foundation

Timothy P. Cahill
State Treasurer & Receiver General
Commonwealth of Massachusetts

Susan Carson
Director of Pension Management
Consolidated Edison

Elaine Chan
Senior Investment Analyst
Robert Wood Johnson Foundation Endowment Fund

Anthony Grillo
Investment Committee Chair
Rutgers University Foundation

Jasmina Hasanhodzic
Research Scientist
AlphaSimplex Group, LLC

Jeffrey Heil
Chief Investment Officer
Doris Duke Charitable Foundation

Joanne Hill
Head of Investment Strategy
ProShares

Peter Johnston
Managing Director
Macquarie Funds Management (USA) Inc.

Rodney Lake
Senior Investment Analyst
The George Washington University

Kevin Ley
Associate Editor
Private Equity International

John Luthi
Investment Analyst
Bucknell University Endowment

Michael Maiello
Editor of Intelligent Investing
Forbes

Vanessa Melendez
Director for Investments
University System of Maryland Foundation

Abel Mojica
Head of Corporate Development
Tortoise Capital Advisors

Mark O'Hare
Managing Director
Preqin

Joseph Paoloni
Director-Pensions, Trusts & Investments
CIBA Specialty Chemicals

Pankaj Patel
Managing Director
Credit Suisse

John Perkins
Chairman
City of Boston Pension Fund

Jeff Pippin
Senior Vice President and Chief Investment Officer
Pepperdine University

Caleb Sevian
Portfolio Manager
University of Colorado Foundation

Leroy Wall
Executive Director, Global Head of Alternative Investment Portfolio Administration
J.P. Morgan

David Wiederecht
Trustee, GE Pension Trust
and
President - Investment Strategies, GE Asset Management