Institutional Investor Institute: Endowments & Foundations Roundtable 2023

Jun 6th 2023
Four Seasons Hotel Boston
Boston, MA

Join us for the 2023 Endowments & Foundations Roundtable.

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

Ted Noon

Senior Vice President, Director, Americas Client Group

Acadian Asset Management LLC 


Susan Raynes

Head of Institutional Client Group

Allspring Global Investments


Bret Young
Vice President - Head of North American Institutional Sales
American Century Investment


Bonnie Orlowski
Senior Vice President, Head of Consultant Relations & Financial Intermediaries
Ariel Investments LLC


Bradford Thomas
Managing Director, Liquid & Private Credit
Bain Capital Credit

 John Creswell
Executive Managing Director
Duff & Phelps


Casey Condron
Head of Institutional Client Group
Fidelity Investments


Michael Foley
Head of U.S. Institutional
Franklin Templeton


Stephanie Ivy Sanford
Partner, Co-Head of Americas Institutional Business
Goldman Sachs Asset Management


John Galateria
Head of North America Institutional
Invesco US

Christopher Crevier
Managing Director
Neuberger Berman


Dimitri Stathopoulos
Head of Americas Institutional Advisory Services

Seema Dala
Partner and Co-Head of U.S. Institutional Client Services
Orbis Investments


Peter Ferrelli
Head of Global Institutional Client Service 
Putnam Investments


Joseph Carieri
Managing Director


Molly Shannon
Senior Managing Director; Partner; and Head of Americas Institutional Group
Wellington Management Company LLP




Register for this Event

Session Details
June 6, 2023

Institutional Investor Institute
7:00 AM - 7:05 AM
America/New York
III | Breakfast & Registration
8:00 AM - 9:00 AM
America/New York
III | Morning Sessions
9:00 AM - 12:00 PM
America/New York
III | Seated Lunch
12:40 PM - 2:00 PM
America/New York
III | Afternoon Sessions
2:00 PM - 5:30 PM
America/New York
III | Reception and Dinner - The Tower
6:00 PM - 8:00 PM
America/New York

The Tower stands watch over the heart of Boston with a Gatsby-like ambiance that is both understated and timeless. We will have exclusive use of the first two floors of the venue, each with their own unique character. Guests will enjoy the expansive bars, seating nooks with fireplaces, vintage chandeliers, and gilded age carvings and ornate woodwork as they meander and mingle through food stations set throughout the venue.

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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

Director, Client Services & Operations