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Endowments & Foundations Roundtable West 2027

This roundtable convenes endowment and foundation investment offices for allocator-led portfolio discussion, with the organiser publishing participation by more than 175 senior investors.

Endowment allocationFoundation allocationPortfolio constructionEndowmentsFoundationsNon-profit investment offices

About this event

Launched in response to demand from Chief Investment Officers (CIOs) of leading endowments, foundations, and healthcare systems, the West Roundtable provides exceptional connectivity and exchange opportunities for this community. This Roundtable offers unique learning and networking experiences, drawing on a rich diversity of thought leadership from the CIOs of leading endowments, foundations, and healthcare systems, facilitating an unrivaled change of ideas, opportunities, and industry best practices. Audience demographics: 175+ asset allocators composed of chief investment officers and investment directors from endowments, foundations, and healthcare institutions nationally. 100+ senior executives from private equity, hedge funds, and traditional asset management firms.

Source: organiser materials

Organiser-published details

Source: organiser public event page Retrieved:

Featured speakers

NameSeniorityFirm / organisation
Joshua FentonChief Investment OfficerThe Helmsley Charitable Trust
Scott M. PittmanSenior Vice President and Chief Investment OfficerMount Sinai Health System

Who attends

  • 175Asset allocators

Audience

Endowments, Foundations, Non-profit investment offices.

Why it may matter to an LP

The allocator value lies in comparing portfolio practice with peers, testing investment assumptions and identifying questions that merit deeper work after the event, rather than treating attendance as a substitute for diligence.

Connect market views to a portfolio decision

A useful allocation event helps an investor link broad views on private markets to pacing, manager count, liquidity and the practical limits of the overall portfolio.

  1. 01

    Set the portfolio question or allocation decision you want the event to inform.

  2. 02

    Prioritise allocator peer sessions and meetings that match your mandate.

  3. 03

    Confirm the current programme, eligibility and registration terms with the organiser.

Information source: Event facts and organiser-published details are based on public information last checked on . Dates, venue, availability and programmes can change; confirm them with the organiser before making plans.

Frontierspace Ventures is not affiliated with this event unless expressly stated.