2026 Endowments & Foundations Retreat
ATTENDEES
INTIMATE SETTING
Small scale, focused environment.
Designed for a more intimate setting with higher quality introductions.
CURATED AUDIENCE
Intentionally designed to focus on peer-to-peer networking for allocations. Advisors are capped based on Investor registrations.
DECISION MAKERS
Getting in front of the right people is the name of the game. Be where the decision makers are to drive your business goals forward.
attendee breakdown
attendees by
seniority level
Connect with leaders from all career points.
attendees by firm type
Meet decision makers from across the Endowments & Foundations ecosystem.
attendees by GEOGRAPHY
Bringing together perspectives from across the US.
Professional staff members at endowments and foundations, including Chief Investment Officers, Investment Teams, COOs, CFOs, and General Counsels.
Past participating firms:
- Georgetown University Endowment
- MIT Investment Management
- Carnegie Corporation of New York
- National Geographic Society
- Knight Foundation
Professional staff members of firms advising on capital allocations or allocating on behalf of endowments and foundations.
Past participating firms:
- Hamilton Lane
- Glenmede Trust Company
- NEPC
- Heritage Wealth Advisors
Private markets professionals representing investment firms/funds, including private equity, venture capital, real assets, and private credit.
Past participating firms:
- Kelso & Co
- Brinley Partners
- Veritas Capital
- FJ Capital Management
- Green Courte Partners
Select experts that work with endowments and foundations on investment, legal, governance matters, and more.
Past participating firms:
- RSM US LLP
- Adler & Stachenfeld LLP
- CrossCountry Consulting
- Baker Tilly US
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It's all in the details. Download the Event Brochure to help you or your team make a confident decision about attending.