Global Conference 2017

There is a long-standing debate of whether a foundation's endowment should reflect the mission of the organization, or the fiduciary responsibility remains to maximize returns. Panelists will discuss:

  • Can endowments benefit financially from mission-related investments?
  • What the risks are in mixing mission with return? Is this better suited from the program side or the endowment side, or both?
  • What is the best process to integrate a foundation's mission with its investment strategy? How can the investment strategy impact grantmaking?
  • How the regulatory environment might impact a more mission aligned endowment portfolio?

Moderator

Kerry Kennedy

President, Robert F. Kennedy Human Rights

Speakers

Kim Lew

Vice President and Chief Investment Officer, Carnegie Corporation of New York

Brian O'Neil

Chief Investment Officer, Robert Wood Johnson Foundation

Mark Suzman

Chief Strategy Officer and President, Global Policy and Advocacy, Bill & Melinda Gates Foundation

Darren Walker

President, Ford Foundation

Shawn Wischmeier

Chief Investment Officer, Margaret A. Cargill Philanthropies


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