If you're interested in learning more about sovereign wealth and portfolio management, a good educational event is the upcoming Commonfund Forum March 11-13 in at the JW Marriott in Orlando, FL.
The Forum is geared towards sophisticated investors representing endowments and foundations, pension funds, healthcare systems, charities and other investors. Its a three day series of plenary sessions and breakout meetings focused on key issues of investment policy, strategy, risk management and governance. Each year, there are about 60 outside speakers, representing leaders from the investment community, academia, government, public policy groups, endowments and foundations.
This year's forum features former Secretary of Defense Robert Gates and former Secretary of the Treasury Robert Rubin, among others.
Commonfund was founded in 1971 as an independent nonprofit asset management firm with a grant from the Ford Foundation. Commonfund today manages customized investment programs for endowments, foundations and public pension funds.
I attended the Forum in 2016, along with leaders from a Native Hawaiian Organization, and thought it was of value.
Commonfund also has a trustee and board member training program called the Commonfund Endowment Institute, which at one time was held annually at Yale University. I don't believe they held the institute last year, but assuming they hold it this year I will plan to attend.
I will likely attend the Forum in March. Please let me know if your tribe, ANC or NHO is planning to attend and we can touch base while we're all in Orlando.
Know of any other events the community should know about? Send them my way!
NOTE: I'm now realizing the Commonfund Forum may be a invitation-only event since folks haven't been able to see the 2018 agenda or registration link just by going to the Commonfund website. If you're having trouble registering, drop me a line and I'll touch base with the Commonfund folks.