Endowments & Foundations Roundtable 2022

Jun 6th - Jun 8th 2022
Four Seasons Hotel
Boston, MA

Join the 2022 Endowments & Foundations Roundtable for a deep dive on macroeconomics and portfolio considerations as the economic recovery continues to be underway. How should endowments and foundations investors think about inflation, exposure to Chinese investments, and hedge fund and private equity allocations? Join the in-person Roundtable to get the top E&F investors' take on looking forward.



Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.


Advisory Board

Endowments and Foundations

May Ng
Vice President & Chief Investment Officer
Annie E. Casey Foundation

Faisal Rajani
CFA, Chief Investment Officer
Boy Scouts of America

K.C. Krieger
CFA, Chief Investment Officer
Broad Foundation

Scott H. Richland
Chief Investment Officer
California Institute of Technology

Harris S. Sibunruang
Director of Investments
Colby College

Catherine B. Ulozas
Chief Investment Officer
Drexel University

Jeanne Shen
CFA, Chief Investment Officer
GAVI Alliance

David Gilmore
Deputy Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

David Duchak
Co-Chief Investment Officer


Shawn D. Wischmeier
CFA, Chief Investment Officer
Margaret A. Cargill Philanthropies

Christine Kelleher
Chief Investment Officer
National Gallery of Art

Joseph M. Cullen
CFA, CAIA, FRM, Chief Investment Officer
Pennsylvania State University

Laura Glick
Chief Investment Officer
Spencer Foundation

Rush Harvey
CMT, CAIA, Director of Investments
Texas A&M Foundation

Karl M. Scheer
Chief Investment Officer
University of Cincinnati

Samuel N. Gallo
CPA, CAIA, Chief Investment Officer
University System of Maryland Foundation, Inc

Jim Dunn
CFA, Chief Executive Officer
Verger Capital Management / Wake Forest University

MaDoe Htun
CFA, Chief Investment Officer
The William Penn Foundation



Healthcare Plans

Leslie Lenzo
CFA, SVP, Investments
Advocate Aurora Health

David Lewis
Director of Investments
Ann & Robert H. Lurie Children’s Hospital of Chicago

Anurag Pandit
CFA, Chief Investment Officer
ASLAC / St. Jude Children’s Research Hospital

James D. Mahoney
CFA, VP, Investments
Bon Secours Mercy Health

Jenny Chan
Chief Investment Officer
Children’s Hospital of Philadelphia

Stefan A. Strein
Chief Investment Officer
Cleveland Clinic

Joashua D. Rabuck
Chief Investment Officer
Indiana University Health

Health Verification

As we return to hosting physical events, we will do so safely and with the well-being of our participants at the center of our decision-making. With this in mind, in order to gain access to this event, all attendees are required to participate in the Health Verification Process via one of the two below options:

  • Presenting proof of full vaccination (currently defined by receiving final dose a minimum of two weeks prior to event)
  • Participate in Onsite Covid-19 Rapid Antigen Testing on the first day of arrival at the event   

Proof of Vaccination: Once onsite, vaccinated attendees will need to show proof of vaccination along with a matching photo ID at our Health Verification Desk in order to gain admittance to the event.  All vaccination information concerning attendees will be kept confidential in accordance with applicable law.  This information is not retained by or shared with Institutional Investor.  Below please find the acceptable proof of vaccination options:

  • CDC issued (or national equivalent) vaccination card
  • A printed copy of the front and back of your CDC issued (or national equivalent) vaccination card 
  • A photo of the front and back of your CDC issued (or national equivalent) vaccination card stored on your phone or electronic device

Onsite Covid-19 Rapid Antigen Testing: If you are not fully vaccinated prior to attending the event, you will be required to take an Onsite Covid-19 Rapid Antigen test on the first day of your arrival at the event. A third-party testing company will administer the Onsite Covid-19 Rapid Antigen test in a private setting at the conference.  Please note you will be sent instructions and a testing registration link via email by Institutional Investor. The third-party testing company will provide you with a testing consent form and communicate directly with you concerning your respective test.  


If you are attending this event, click here to fill out the Health Verification Process.



For institutional investors looking for more information, please contact:

Katarina Storfer

Managing Director, Global Head of Investor Relations



For asset managers looking for more information, please contact:

Raina Bedard

Client Services Coordinator