Endowments & Foundations Professional Staff
Treasurers, Chief Investment Officers, Investment Directors, Chief Financial Officers, Executive Directors, Directors of Fixed Income, Directors of Alternative Investments, Directors of Research, Investment Analysts, Senior Planned Giving Administrators

Service Providers
To preserve the integrity of our meetings, the number of seats allocated for organizations that provide services to the institutional, high net worth and family office communities has been restricted. Service providers who attend the programs consist of investment managers, hedge fund managers fund-of-funds, investment consultants, insurance brokers, financial planners, family business consultants, brokerage firms, attorneys, estate planning professionals, tax planning, trust companies and other advisors.

Family Office/Wealth Management
Family Members, Individual Family Office Executives, Multi-Client Family Offices, High Net Worth Individuals, Family Foundations, Family Businesses