PACFA Statewide Conference 2024

State College, Pennsylvania | September 24 – 25, 2024

Pennsylvania Community Foundations leading their communities towards a brighter future gather together.

FEG is excited to host a session in which we will present the results from our 2024 Community Foundation Survey.

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Philanthropy Southwest 76th Annual Conference

Santa Fe, New Mexico | October 15 – 18, 2024

As the nation’s oldest philanthropy-serving organization, PSW looks forward to welcoming leaders in the field of philanthropy at its 76th Annual Conference.

Featured FEG panel: “Balancing Growth & Preservation of Capital: Investing in Today’s Markets”

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Philanthropy WV 2024 Annual Conference

Roanoke, West Virginia | October 21 – 23, 2024

During this annual conference attendees will explore new ways to make meaningful change in organizations, philanthropy, and in West Virginia through thought leadership, innovative practices, foundational skill development, and guided networking opportunities.

FEG is excited to host a session in which we will present the results from our 2024 Community Foundation Survey.

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Exponent Philanthropy 2024 Annual Conference

Austin, Texas | November 14 – 16, 2024

An event designed for and by lean funders (those who give with few or no staff). Discuss the problems affecting the causes and communities you care about most with those who can relate.

Featured FEG session: “When to Institutionalize? Factors to Consider about Investment Management”

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Previous Events

Finance and Investment Practices in the Field – FEG and The Great Lakes Loons

Midland, Michigan | June 20, 2024

Join us for an afternoon of strategic discussions, shared insights, and strengthening connections at the beautiful Dow Diamond Stadium! This event provides a fantastic opportunity to connect with CEO and CFO peers about effective finance practices, governance, and fundamentals among community foundations. Guests can stay for dinner and enjoy America's past time together as the Great Lakes Loons take on the Quad Cities River Bandits! Seats behind home plate with Club Star Access will be provided.

2024 Midwest Community Foundation Finance Course

Perrysburg, Ohio | May 16 – 17, 2024

This event provides community foundation leaders and finance professionals in the Midwest an opportunity to build finance and management skills.

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Mission Investors Exchange 2024 National Conference

Los Angeles, California | May 7 – 9, 2024

The Mission Investors Exchange (MIE) 2024 National Conference will take center stage in the world of impact investing at the JW Marriott Los Angeles L.A. LIVE. This national conference is focused on impact investors in philanthropy. FEG is a proud member of MIE.

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FactSet FOCUS 2024 User Conference

Miami, Florida | April 29 – May 2, 2024

Innovative thinkers and some of the brightest minds in the industry shaping the future of data and technology gather together.

Featured FEG Panel: “The Growing Importance of Private Markets: Considerations in a High Nominal Rate World”. Take a deep dive into how fundraising and allocation to private markets reached a fever pitch coming out of the pandemic – and how this influences the development and implementation of a private markets program.

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CASE Conference for College and University Foundations 2024

Denver, Colorado | April 10 – 12, 2024

The Council for Advancement and Support of Education (CASE) Conference for College and University Foundations 2024 is designed for affiliated foundation executives and senior staff of community colleges and four-year public college and universities.

FEG is proud to be a bronze sponsor of this event and looks forward to networking with peers and discovering more about the critical and emerging issues affecting college and university foundations.

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2024 FEG Hockey Classic

Cincinnati, Ohio | April 3 – 4, 2024

Join us for our sixth annual Hockey classic. Starting as a friendly game between FEG employees and managers, this event has turned into an enriching opportunity to give back, network with peers, and participate in hockey and curling on the ice! All funds raised support the Cincinnati Icebreakers Sled Hockey Team.

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2024 NBOA Annual Meeting

Atlanta, Georgia | February 25 – 28, 2024

The National Business Officers Association (NBOA) will be hosting their 2024 Annual Meeting and Business Solutions Showcase with hundreds of independent school leaders and service providers in attendance.

This event will fuel educational institutions’ progress in finance, human resources, risk management, capital management and more.

Take advantage of the power of collective knowledge and become prepared to lead and make positive change in your institution.

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AGB 2024 Foundation Leadership Forum

Los Angeles, California | January 28 – 30, 2024

This event brings together college and university foundation leaders including board members, chief executives, and other industry experts on a yearly basis to focus on the key aspects of foundational governance, build networks, and explore innovative practices and emerging issues within the field. Join us!

This year FEG is privileged to serve as an Underwriting Partner where we will be speaking on the recalibration of your investment management model. Don’t miss this presentation hosted by Governance Expert & Vice President Sarah Wessling, joined by Higher Education expert and FEG Senior Vice President / Advisor Mike Aluise.

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The 2024 CFA Society Indianapolis Forecast Symposium

Indianapolis, Indiana | January 23, 2024

Held at Gainbridge Fieldhouse, home of the Indiana Pacers, the CFA Society of Indianapolis hosts insight into the financial landscape of 2023 and the realm of possibilities in 2024.

FEG CIO / Head of Portfolio Management Nolan Bean will open the event as he and Co-Chairman of Oaktree Capital Management, Howard Marks, lead the way.

Immerse yourself in lively discussions and financial insight, network with industry professionals, and as a bonus watch, watch as the Pacers take on the Denver Nuggets.

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FEG Investment Forum

Cincinnati, Ohio | September 18 – 20, 2023

We hope you can join us in Cincinnati for the Investment Forum.

During our three-day event, we will bring together top investment and philanthropic minds to discuss industry and economic trends.

Confirmed speakers include Mellody Hobson, Co-CEO of Ariel Investments, and Jeffrey M. Lacker, former president of the Federal Reserve Bank of Richmond.

Main sessions will be held at the Hyatt with our Tuesday evening networking event at FC Cincinnati Stadium.

Formal invitations will be sent in Spring 2023.  Until then, save the date!

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NACUBO 2023 Endowment Leadership Forum

Baltimore, Maryland | April 27 – 28, 2023

The Endowment Leadership Forum will bring together higher education leaders, including chief finance and administration officers and investment management experts, to share solutions and hone skills.

Attendees will also have the chance to meet with representatives from companies that provide investment services. This event will be in-person only, April 27–28, at the Renaissance Baltimore Harborplace Hotel.

Don’t miss a discussion of the overall outlook for 2023 and how it’s influencing asset allocation decisions in a general session with Tony Rodriguez, senior managing director, at Nuveen. Washington Post columnist Catherine Rampell will share her thoughts during our closing general session discussion.

In addition to sessions on governance, spending policies, and building portfolios for the future, you will also have ample time to connect with your fellow attendees and talk to to industry experts about the marketplace.

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Marilyn K. Glick Women's Enrichment Series

Indianapolis, Indiana | April 20, 2023

The Indianapolis Propylaeum presents the Marilyn K. Glick Women's Enrichment Series, a multi-part celebration of women in central Indiana. Each event begins at 5:00 for conversation, drinks, and hors d'oeuvres, with the program following at 6:00.

The Marilyn K. Glick Women's Enrichment Series offers a chance for the community to meet and hear the inspiring first-person stories from women leaders who hold all types of positions: philanthropists, pioneers in the judiciary, business leaders, athletes, and activists. The theme for the 2022-23 series is Lifelong Learning.

General Admission ticket holders will enjoy a reception in the mansion from 5:00 - 6:00 PM with hors d'oeuvres and a cash bar.

VIP ticket holders will enjoy a VIP reception in the carriage house from 5:00 - 6:00 PM that includes a Meet and Greet reception with the speaker, an open bar, and reserved seating during the presentation. The program will begin at 6:00 PM in the mansion.

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Conference for College and University Foundations

Philadelphia, Pennsylvania | April 12 – 14, 2023

Join us for the Conference for College and University Foundations. Formerly known as the Annual Conference for Institutionally Related Foundations (IRF), this event is designed for foundation executives and other senior staff of foundations affiliated with community colleges and four-year public colleges and universities. Come network with your peers and learn about the critical and emerging issues affecting college and university foundations.

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Diverse Manager Road Series

Dallas, Texas | March 8, 2023  @  3 PM – 6 PM

We hope you can join us in Dallas for our first in the Diverse Manager Series. FEG Advisor Quincy Brown will start the session off discussing FEG’s process to help institutional clients begin a Diverse Manager Program and then lead a panel discussion with diverse managers.  There will also be ample time for networking with your peers.

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Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this report is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.

Investments in private funds are speculative, involve a high degree of risk, and are designed for sophisticated investors.

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Delyse Lawless

Delyse Lawless
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