About The Fall Forum
The NMS Fall Investment Management Forum is a Membership Forum designed to serve Chief Investment Officers and the investment staff of eleemosynary institutions across the nation and from around the globe. Featured Speakers from the asset management industry and financial markets, from academia, and from the political arena will discern trends across global economies and geo-politics, and the impact on investment portfolios.
Agenda Topics
We tailor program content to address the most pressing issues and concerns for the Endowment and Foundation Community. Here is a sampling of the topics to be addressed in depth this September:
- Strategies for Investing in The Energy Sector
- Geopolitics
- Managing Currency Risk
- Population Trends: Opportunities for the Long-Term Investor
- Regions covered will include - Europe, Latin America, and China
Mobile App
For registered attendees only, the Fall Forum Mobile App will offer easy access to enhance your experience at the Forum with the complete agenda and speaker biographies at your fingertips, along with the ability to take notes and flag agenda items for your personal calendar! Look out for information about downloading the App in the coming weeks.
Featured Speakers
Sally M. Dungan
Chief Investment Officer
Tufts University
Paula J. Volent
Senior Vice President for Investments
Bowdoin College
Joel E. Cohen
Abby Rockefeller Mauzé Professor of Populations
Head, Laboratory of Populations
The Rockefeller University & Columbia University
Lawrence B. Lindsey
President & Chief Executive Officer
The Lindsey Group
Paul Podolsky
Senior Portfolio Strategist
Bridgewater Associates, LP
Barry Rosenstein
Managing Partner
JANA Partners LLC
Martin Wolf
Associate Editor & Chief Economics Commentator
Financial Times, London
Amy L. Chen
Chief Investment Officer
Smithsonian Institution
Kathy Xu
Founder & Managing Partner
Capital Today Group
Kevin Ulrich
Chief Executive Officer
Anchorage Capital Group, L.L.C.
Sally M. Dungan
Chief Investment Officer
Tufts University
Paula J. Volent
Senior Vice President for Investments
Bowdoin College
Joel E. Cohen
Abby Rockefeller Mauzé Professor
Laboratory of Populations,
The Rockefeller University
Lawrence B. Lindsey
President & Chief Executive Officer
The Lindsey Group
Paul Podolsky
Senior Portfolio Strategist
Bridgewater Associates, LP
Barry Rosenstein
Managing Partner
JANA Partners LLC
Martin Wolf
Associate Editor & Chief Economics Commentator
Financial Times, London
Amy L. Chen
Chief Investment Officer
Smithsonian Institution
Kathy Xu
Founder & Managing Partner
Capital Today Group
Kevin Ulrich
Chief Executive Officer
Anchorage Capital Group, L.L.C.
For access to the complete Speaker Faculty and additional Forum Information, you must be a registered attendee. Click here to register.
“Terrific! The NMS forum is always the highest value time I spend out of my office each year.”
Howard Berner, Chief Investment Officer, The Principia Corporation
“NMS sets the gold standard in content and participant draw for the Endowment & Foundation management industry.”
Adele Gorrilla, Chief Investment Officer, Denison University
“Impressive speaker array! NMS is my first choice for institutional investing professional development.”
Morgan Olsen, Executive VP, Treasurer, Chief Financial Officer, Arizona State University Foundation
“The speaker quality is better than any conference I have been to and the networking opportunities with my peers was fantastic.”
Adam Kurkiewicz, Manager, Asset Allocation and Risk Management, Washington University Investment Management Company
“By a long shot, NMS is the best forum for institutional investors to come together and hear from some of the best speakers and leading thinkers of the day and interact with them and peers.”
George Mateyo, Senior Director, The Cleveland Clinic
“Outstanding. We’ve been coming since 2003 & believe now, and did then, that this is the best to attend. If you only have one to attend, make it NMS.”
Adam Gibbons, Director, Rasmuson Foundation
